Principal Specialist, SE

This is a fully remote position, open to applicants in New York.

📋 Description

• Collaborate with Account Executives as a reliable technical advisor in the Healthcare & Life Sciences, Financial Services, and various cross-industry accounts throughout Canada.

• Grasp client business needs and convert them into Agentforce Revenue Management solutions based on Salesforce Revenue Cloud.

• Facilitate discovery sessions to uncover pain points and opportunities in revenue operations.

• Create and present customized solutions and product demonstrations across catalogs, pricing, CPQ, CLM, orders, and billing.

• Develop pioneering use cases and cross-product solutions for Agentforce Revenue Management.

• Leverage AI-assisted tools such as Claude, Cursor, GitHub Copilot, and others to expedite the creation of prototypes, demo environments, and technical assets.

• Construct reusable demo frameworks, sales materials, and technical best practices.

• Assist colleagues in adopting reusable resources and contribute to team-wide enablement initiatives.

• Keep abreast of developments in Agentforce Revenue Management, Salesforce platform capabilities, and industry trends.

• Engage in industry events, product launches, and webinars.

⛳️ Requirements

• Bachelor’s degree in Computer Science, Software Engineering, or Management Information Systems (MIS).

• Over 3 years of experience in a Solutions Engineer, Sales Engineer, or a comparable pre-sales technical position.

• Practical experience in Salesforce configuration and customization.

• Proficient knowledge of Salesforce Revenue Cloud, particularly in areas such as CPQ, billing, contract lifecycle management, or order management.

• Excellent presentation and communication skills tailored for both technical and executive audiences.

• Familiarity with modern technical tools, including AI-assisted development environments like Claude, Cursor, Copilot, or similar.

• Experience with API-based integrations.

• Knowledge of REST/SOAP APIs and data integration patterns.

• Capacity to manage a vertical end-to-end while working collaboratively with cross-functional teams.

• Proven experience in developing brand new demo environments, use cases, or solution frameworks from the ground up.

• Record of empowering others through mentoring, reusable assets, or technical enablement sessions.

• Exposure to regulated sectors, including Healthcare & Life Sciences and Financial Services.

• Salesforce certifications such as Revenue Cloud Consultant, CPQ Specialist, or Salesforce Administrator are beneficial.

🏝️ Benefits

• Time off programs

• Medical insurance

• Dental insurance

• Vision insurance

• Mental health support

• Paid parental leave

• Life insurance

• Disability insurance

• 401(k)

• Employee stock purchasing program

• Incentive compensation may be available for eligible roles

• Equity may be available for eligible roles