Senior Salesforce Solution Engineer – Financial Services

FormativGroup

Senior Solution Engineer at FormativGroup collaborating with sales to shape Salesforce transformations across financial services. Engaging with clients in Insurance, Wealth & Asset Management, and Banking.

Posted 7/31/2026full-timeRemote • Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Idaho, Illinois, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin • 🇺🇸 United StatesSenior💰 $155,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce solution design and implementation within the financial services sector, particularly in Insurance, Wealth & Asset Management, and Banking. Capable of leading discovery sessions, analyzing business processes, and developing tailored solutions that align with client needs and regulatory requirements.

Highest-signal resume keywords

Salesforce Financial Services CloudSolution EngineeringBusiness Process AnalysisSalesforce CertificationsClient Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce Solution DesignBusiness Process ImprovementTechnical Strategy DevelopmentIntegration PatternsPrototypingDemonstration DevelopmentRFP and Proposal LeadershipRegulatory Compliance AnalysisData-Driven EngagementClient Onboarding Processes

Soft Skills

Outstanding CommunicationCollaborationFacilitationExecutive EngagementCredibility Establishment

Tools & Technologies

Salesforce InsuranceAgentforceData CloudExperience CloudSales CloudService Cloud

Certifications & Qualifications

Salesforce CertificationsFinancial Services Cloud CertificationAI CertificationData Cloud Certification

Industry Keywords

Financial ServicesInsuranceWealth ManagementAsset ManagementBankingCustomer JourneysOperational ChallengesRegulatory ConsiderationsSales StrategiesSolution Architecture

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Partner with Account Executives throughout the sales cycle to qualify financial-services opportunities, shape technical strategy, and support pursuit execution.
Lead discovery sessions to understand current-state business processes, user needs, operational challenges, regulatory considerations, and desired business outcomes.
Collaborate with Industry SMEs to translate strategic priorities in Insurance, Wealth & Asset Management, and Banking into practical Salesforce solution approaches.
Analyze business processes, identify improvement opportunities, and recommend solution alternatives while clearly articulating business, technical, regulatory, and implementation tradeoffs.
Design scalable solution approaches leveraging Salesforce Financial Services Cloud, Insurance capabilities, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and modern integration patterns.
Develop compelling demonstrations, prototypes, proof-of-concepts, and executive presentations tailored to client-specific scenarios across Insurance, Wealth & Asset Management, and Banking.
Partner with sales leadership to develop technical win strategies and differentiate Formativ throughout the sales cycle.
Lead the technical portions of proposals, RFPs, RFIs, Statements of Work, and client presentations.
Work closely with Delivery leaders and Solution Architects to ensure proposed solutions are practical, implementable, and aligned with delivery best practices.
Contribute to reusable demonstrations, reference architectures, solution assets, and presales collateral for priority financial-services sales plays.
Capture insights from financial-services customer engagements to help improve offerings, sales plays, demonstrations, and solution assets.
Apply working knowledge of relevant financial-services processes, including advisor and relationship-manager productivity, client onboarding, service, distribution, policy and claims operations, and data-driven engagement.
Work effectively with Industry SMEs where deeper domain strategy or regulatory expertise is required, while retaining ownership of discovery, solution design, demonstrations, and technical win strategy.
Maintain current Salesforce certifications and continuously expand expertise in Financial Services Cloud, Salesforce Insurance, Agentforce, Data Cloud, and emerging platform capabilities.

Requirements

What you’ll need

7+ years in Solution Engineering, enterprise consulting, solution architecture, or a comparable customer-facing role, including meaningful experience in financial services.
Demonstrated success supporting complex Salesforce transformation initiatives and consulting pursuits within Insurance, Wealth & Asset Management, Banking, or closely related financial-services segments.
Strong understanding of Salesforce platform capabilities, including Financial Services Cloud, relevant Insurance capabilities, Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns.
Ability to analyze financial-services business processes and translate requirements into practical solution designs that balance value, complexity, risk, and maintainability.
Outstanding discovery, facilitation, presentation, communication, and executive engagement skills, with the ability to establish credibility with both business and technology stakeholders.
Strong collaboration skills with Sales, Industry SMEs, Alliances, Delivery, and Executive Leadership.
Practical understanding of financial-services operating models, terminology, customer journeys, and regulatory constraints, particularly in Insurance and Wealth & Asset Management; Banking experience is also valuable.
Salesforce certifications required or strongly preferred; Financial Services Cloud, AI, and Data Cloud certifications are a plus.

Benefits

Comp & perks

Competitive compensation package commensurate with experience
Base salary, variable incentive compensation, and benefits
Comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off