Lead Solution Engineer – Financial Services

Salesforce

Lead Solution Engineer aligning innovative strategies to technology solutions for Financial Services at Salesforce. Collaborate with clients and internal teams to drive consensus on Salesforce product solutions.

Posted 5/16/2026full-timeRemote • California, Colorado, Texas • 🇺🇸 United StatesSenior💰 $134,750 - $180,250 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

A Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts.
This role focuses on partnering with clients and collaborating with internal team members to drive consensus on multi-product technology solutions across the various Salesforce product lines.
Solutions Engineers work on a wide array of assignments including business development, operations and IT strategies, as well as product demonstrations.
This person must assume the role of trusted advisor for driving innovative solutions forward while also improving business performance.
Take ambiguous and sophisticated business problems, define the opportunity set, and recommend practical next steps.
You will discover customer business needs, analyze requirements, and ultimately position the best Salesforce multi-product solutions.
Convey a deep understanding of the customer's enterprise architecture.
Evangelize the value proposition of the Salesforce Platform, including Financial Services Cloud, HeadlessCRM, Hyperforce, Data 360, Agentforce, MuleSoft, and Slack, while educating customers on customization and integration possibilities.
Develop technical Points of View (POVs) on the Context Architecture for AI (including RAG, grounding, and real-time data pipelines), Agentic AI Governance, and Hybrid Architecture (human + autonomous enterprise).
Run customer-facing hands-on workshops with customers, and partner together for executing POCs (proof of concepts).
Demonstrate through both executive-level and business-level software demos and rapid prototyping how connected experiences come to life.
Build customized solutions tailored to multiple personas, showcasing how Salesforce will accelerate their business strategies.
Bring focus to a client's decision-making process by evaluating solution options (such as build vs. buy) and driving consensus among key C-level collaborators and IT stakeholders.
Lead cross-functional solutions guides, align them to the opportunity strategy, and share best practices with the broader Solution Engineering community.

Requirements

What you’ll need

B.S. in Computer Science, Software Engineering, MIS, or equivalent relevant experience.
Minimum of 5 years of professional experience working in a collaborative team to solve technical problems in varied political environments.
Deep knowledge of enterprise software applications, relational databases, web technology, integration principles, and process orchestration.
Experience with machine learning concepts (predictive and generative AI), including GenAI usage experience and the ability to evaluate emerging AI/Data technologies.
Exceptional executive presence with solid oral, written, presentation, and interpersonal skills to articulate complex topics effectively to both C-suite leaders and technical decision-makers.
Willingness and ability to travel based on territory alignment.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SalesforceFinancial Services CloudHeadlessCRMHyperforceData 360AgentforceMuleSoftSlackmachine learningenterprise software applications

Soft Skills

collaborationproblem-solvingexecutive presenceoral communicationwritten communicationpresentation skillsinterpersonal skillsdecision-makingconsensus buildingtrust advisor