Lead deep discovery sessions to uncover complex business problems across various sub-sectors of the Financial Services industry
Identify and prioritize high-business-value use cases in which CRM, Agents and unified data can provide the most significant ROI.
Build and present customized demonstrations that tell a compelling story of the customer and employee journeys, empowered by Salesforce technologies.
Partner with Account Executives and the broader account team to develop technical sales strategies that align Salesforce’s platform and suite of AI-enabled products with the customer’s business requirements, and their long-term digital roadmap and architecture.
Lead virtual and on-site Agentforce Workshops, guiding customers through the practical application of Embedded AI (prompts), Predictive AI, and Agents within their specific business context.
Advise clients on how to effectively structure Agent Topics, craft precise Instructions, and define Actions (via Flow, Apex, or APIs) to ensure agents are helpful, professional, and safe.
Help customers balance the generative flexibility of Probabilistic logic with rules-based Deterministic logic to ensure consistency, compliance and brand fidelity.
Guide customers through best practices on how humans and agents interact seamlessly.
Consult on Data 360 (Data Cloud) structures, advising on data ingestion and the creation of Data Libraries used for Retrieval-Augmented Generation (RAG) to ensure AI responses are grounded in trusted company data.
Orchestrate and lead Proof-of-Concepts (POCs) and small-scale Pilots for Agentforce and Data 360, proving technical feasibility and business impact in the customer’s sandbox environment (for POC’s) and production environment (for Pilots).
Lead use case ideation and help customers identify the right Agentforce opportunities.
Demonstrate through rapid prototyping how connected experiences come to life when the Salesforce platform is powered by a unified data layer and intelligent agents.
Act as a bridge between the customer and Salesforce Product teams, providing feedback from the field to help shape the future of our AI and Data products.
Navigate complex "Trust" conversations, explaining how the Einstein Trust Layer protects customer data while enabling powerful generative capabilities.

Requirements

B.S. Computer Science, Software Engineering, MIS, or equivalent relevant experience.
Minimum of 5 years of professional experience in a technical pre-sales, consulting, or solution architecture role.
Strong Business Acumen: Ability to take ambiguous business problems and define a clear, innovative path forward.
Technical Breadth: Foundational knowledge of database and data lake technologies, web technologies (HTML/JS), and API integrations.
Exceptional Communication: Solid oral, written, and presentation skills, with the ability to explain complex technical concepts to C-level executives.
Travel: Ability to travel based on territory alignment and customer needs.
Salesforce Certifications: (e.g., AI Associate/Specialist, Data Cloud Consultant, or Administrator/Platform Developer).
AI & Data Proficiency: Familiarity with the concepts of Large Language Models (LLMs), Prompt Engineering, Vector Databases, and the mechanics of RAG.
Workflow Expertise: Experience building automated workflows (e.g., Salesforce Flow) and understanding how they can be leveraged as "Actions" for AI agents.
Previous Experience: Prior success as a Solution Engineer for a CRM, Data Platform, or AI-focused technology company, OR hands-on experience implementing Salesforce in a Customer Environment.

Benefits

time off programs
medical
dental
vision
mental health support
paid parental leave
life and disability insurance
401(k)
employee stock purchasing program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SalesforceAPI integrationsHTMLJavaScriptData CloudEmbedded AIPredictive AIFlowApexRetrieval-Augmented Generation

Soft Skills

Business AcumenCommunicationPresentation skillsProblem-solvingConsultingCollaborationCustomer engagementTechnical sales strategyInnovationLeadership

Certifications

AI AssociateAI SpecialistData Cloud ConsultantSalesforce AdministratorSalesforce Platform Developer