Principal Strategic Solution Engineer - Financial Services Industry

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Job Category

Sales

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

About the Role:
Salesforce is seeking a highly skilled and experienced Principal Strategic Solution Engineer to join our team, focusing on the Financial Services Industry (FSI). This role is pivotal in driving the success of Salesforce’s FSI solutions by acting as a trusted advisor to both internal collaborators and clients. The ideal candidate will possess deep technical expertise, the FS industry knowledge, and the ability to articulate the value of Salesforce’s portfolio to drive business outcomes.
Key Responsibilities:

• Thought Leadership: Act as an internal and external inspiring leader within the FSI domain, staying ahead of industry trends and using this knowledge to shape Salesforce’s go-to-market strategy.

• Technical Credibility: Establish and maintain high technical credibility and professional rapport with internal collaborators, clients, and partners.

• Go-to-Market Assets: Contribute to the development of impactful go-to-market assets, including Salesforce POV, Salesforce Industry demos / presentations, and other materials that highlight the value of Salesforce solutions in the FSI Industry

• Enablement: Actively enable the broader Solution Engineering team and multi-functional distribution teams to effectively position and sell Salesforce solutions within the FSI industry.

• Collaboration: Collaborate with other Solutions resources across the Salesforce ecosystem to ensure a cohesive and unified approach to solving client challenges.

• Strategic Support: Provide support for strategic opportunities, accounts, or deals that require additional expertise or resources to drive success

Key Competencies:

• Communication Methods: Outstanding verbal and written communication skills, with the ability to articulate sophisticated concepts to both technical and non-technical audiences.

• Using Customer Feedback: Ability to gather and apply customer feedback to refine solutions and improve customer happiness.

• Value Articulation: Strong ability to translate technical capabilities into clear business value propositions.

• Customer Relationships: Consistent track record of building and maintaining strong, trust-based relationships with clients.

• Business Foundations: Solid understanding of business principles and how technology solutions drive business outcomes.

• Industry Foundations: Deep knowledge of the Financial Services Industry (Banking & Insurance), including key trends, challenges, and regulatory requirements.

• POV Development: Ability to develop and present compelling points of view that align with Salesforce’s strategic objectives.

• Partnership: Collaboration skills, with the ability to work effectively across teams and functions.

• Orchestration: Skilled in coordinating and aligning multiple stakeholders to achieve common goals.

• Differentiation: Ability to clearly differentiate Salesforce solutions from competitors in the market.

• Solution Support: Proven experience in providing technical and strategic support for sophisticated solutions.

• Solution Design: Expertise in crafting solutions that meet client needs and align with Salesforce’s capabilities.

• Executive Alignment: Ability to align solutions and strategies with executive-level stakeholders’ goals and priorities.

Qualifications:

• 10+ years of experience in a solution engineering, consulting, or technical pre-sales role, with a focus on the Financial Services Industry.

• Proven track record of driving successful outcomes in sophisticated, high-value deals.

• Salesforce certifications and knowledge are appreciated.

• Professional proficiency in English language.

• Bachelor’s degree in Business, Computer Science, Engineering, or a related field are preferred.

Accommodations

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