Lead Solution Engineer - BFSI

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About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Role Overview:

We are seeking a dynamic Lead Solution Engineer to collaborate with our leading Financial Services clients in Mumbai. This role is pivotal in crafting innovative customer engagement strategies, demonstrating Salesforce’s platform capabilities, and translating complex business needs into impactful solutions. You will engage with senior stakeholders, including C-level executives, to create roadmaps and deliver transformational pitches that showcase Salesforce’s value.

Why Join Salesforce?
Be part of a global organization committed to equality, innovation, and making a positive impact. Drive your career forward in a collaborative, inclusive environment while solving some of the most exciting challenges in financial services.
 

Specific Responsibilities:

• Provide thought leadership in how large enterprise organisations can drive customer success through digital transformation.
• Ability to uncover the challenges and issues a business is facing by running successful and targeted discovery sessions and workshops.
• Be an innovator who can build new solutions using out-of-the-box thinking.
• Engage with business users to build solution presentations, demonstrations and prototypes.
• Build roadmaps that clearly articulate how partners can implement and accept solutions to move from current to future state.
• The ability to authoritatively present and articulate the business value to managers and executives of all levels.
• Deliver functional and technical responses to RFPs/RFIs.
• Work as an excellent teammate by chipping in, learning and sharing new knowledge.
• Demonstrate a conceptual knowledge of how to integrate cloud applications to existing business applications and technology.
• Lead multiple customer engagements concurrently.
• Be self-motivated, flexible, and take initiative.

Required Skills:

• Relevant experience required. Experience will be evaluated based on the core proficiencies or the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
• Relevant 12 Yrs of experience in the IT Industry, Consulting/Tech Consulting, either pre-sales or implementation of customer engagement solutions, supporting the sales cycle in selling CRM or high value business solutions.
• Strong focus and experience in pre-sales or implementation in financial services industry (Banks/insurance/fintechs/NBFCs/Wealth & Asset Management) is required.
• Experience in demonstrating Customer engagement solution, understand and drive use cases, customer journeys, ability to draw Day in life of across different LOBs in the financial services industry.
• Knowledge on Key critical metrics supervised in financial industry from a customer engagement perspective.
• Business Analysis/ Business case/return on investment justifications.
• Experience in sophisticated solution selling to Enterprise customers within the Financial Services industry.
• A broad understanding of and ability to articulate the benefits of Cloud Computing, SFA, Service & Support, Marketing and Mobile solutions. Knowledge of related applications, relational database and web technology
• Outstanding verbal , written, presentation, demonstrations, collaboration and interpersonal communication skills with a focus on needs analysis, positioning, business justification, and closing techniques.
• Ability to work as part of a team to solve technical problems in varied political environments.

Salesforce Certifications:
Previous experience as a solution/sales engineer for a CRM company or similar technology

Accommodations:

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
 

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.