Senior Salesforce Solution Engineer – Financial Services

This is a fully remote position, open to applicants in Alabama, +28 more states.

📋 Description

• Collaborate with Account Executives throughout the sales process to qualify opportunities in financial services, shape technical strategies, and assist in execution pursuits.

• Facilitate discovery sessions that address business processes, user requirements, operational challenges, regulatory aspects, and desired business outcomes.

• Convert priorities from Insurance, Wealth & Asset Management, and Banking into actionable Salesforce solution strategies.

• Assess processes, identify areas for improvement, and articulate business, technical, regulatory, and implementation trade-offs.

• Craft scalable solutions utilizing Salesforce Financial Services Cloud, Insurance features, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and integration methodologies.

• Create demonstrations, prototypes, proof-of-concepts, and presentations for executives.

• Formulate technical winning strategies and clearly differentiate Formativ throughout the sales cycle.

• Lead the technical components of proposals, RFPs, RFIs, Statements of Work, and client presentations.

• Collaborate with Delivery leaders and Solution Architects to ensure solutions are practical, feasible, and in line with best delivery practices.

• Develop reusable demonstrations, reference architectures, solution assets, and presales materials.

• Gather insights from customer engagements to enhance offerings, sales strategies, demonstrations, and solution assets.

• Leverage knowledge of financial services processes across advisor productivity, client onboarding, service, distribution, policy and claims operations, and data-driven engagement.

• Keep Salesforce certifications up to date and broaden expertise in Financial Services Cloud, Salesforce Insurance, Agentforce, Data Cloud, and emerging platform capabilities.

⛳️ Requirements

• Over 7 years of experience in Solution Engineering, enterprise consulting, solution architecture, or a similar client-facing role, including significant experience in financial services.

• Proven track record in supporting complex Salesforce transformation projects and consulting efforts within Insurance, Wealth & Asset Management, Banking, or other financial services sectors.

• In-depth knowledge of Salesforce Financial Services Cloud, Insurance functionalities, Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns.

• Capability to analyze financial services processes and convert requirements into practical solution designs that balance value, complexity, risk, and maintainability.

• Exceptional skills in discovery, facilitation, presentation, communication, and engaging with executives.

• Strong collaboration with Sales, Industry Subject Matter Experts, Alliances, Delivery, and Executive Leadership.

• Practical understanding of financial services operating models, terminology, customer journeys, and regulatory constraints, especially in Insurance and Wealth & Asset Management.

• Salesforce certifications are mandatory.

• Certifications in Financial Services Cloud, AI, and Data Cloud are advantageous.

• A Bachelor's degree in Business, Information Technology, or a related field is preferred; equivalent relevant experience will be considered.

• An MBA or other advanced degrees are a plus.

• Must have authorization to work for any employer in the United States.

• The employer will not provide sponsorship or assume sponsorship for an employment visa.

• Must reside in AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC.

🏝️ Benefits

• Competitive base salary ranging from $155,000 to $175,000 USD.

• Variable incentive compensation.

• Discretionary bonuses, commissions, or other incentive programs.

• Comprehensive medical insurance.

• Dental insurance coverage.

• Vision insurance options.

• 401(k) retirement plan.

• Paid time off.

• Extensive benefits package.

• Occasional client travel.