Principal Solution Engineer - Strat FINS

Posted Yesterday
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Hiring Remotely in New York, NY, USA
In-Office or Remote
158K-232K Annually
Expert/Leader
Cloud • Software
If you’re ready to build your future — and the future of technology — then you’re in the right place.
The Role
Lead AI and AgentForce workshops, build hands-on PoCs/PoTs in customer sandboxes, co-innovate prototypes with finance clients, translate agentic AI architectures into executive-level business value, and facilitate technical workshops for mixed audiences.
Summary Generated by Built In

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Sales

Job Details

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.

The Principal Solution Engineer in Strat FINS will interact with the largest insurance and financial firms to demonstrate and deliver the latest Salesforce capabilities to meet business needs.  This includes a heavy emphasis on AI and Vibe coding in workshop and collaborative environments.

Key Responsibilities:

As a Solution Engineer in Strat FINS, your core focus will be driving technical alignment and showing concrete value through hands-on execution:

  • Lead AI & AgentForce Workshops: Create, deliver, and manage high-impact, interactive customer workshops. You will guide executive stakeholders through the art of the possible, focusing heavily on AI capabilities and AgentForce deployment.

  • Build PoCs and PoTs: Design and develop sophisticated Proof of Concepts (PoCs) and Proof of Technology (PoTs). You will be hands-on in development orgs and customer sandbox environments to validate architecture and prove feasibility.

  • Co-Innovate with Customers: Collaborate directly with customer technical and business teams to build prototype solutions, ensuring a deep sense of co-ownership and technical validation.

  • Translate Value: Articulate complex AI architectures and Agentic Use Cases into tangible business value summaries that resonate with C-level financial executives.

Required Skills & Qualifications:

AI Fluency & Technical Execution

  • Deep AI Expertise: Strong fluency in modern AI paradigms, including Large Language Models (LLMs), prompt engineering, Retrieval-Augmented Generation (RAG), and autonomous agent architectures.

  • Hands-on Builder: Proven experience building with modern AI tools, low-code/pro-code AI builders, and specifically AgentForce or equivalent autonomous agent frameworks.

  • Environment Management: Comfort working within complex development orgs and customer sandbox environments; ability to safely configure, test, and deploy prototype solutions.

Domain & Consultative Expertise

  • FINS Acumen: Deep understanding of the Banking, Wealth Management, or Insurance verticals, including their unique operational workflows, compliance considerations, and customer pain points.

  • Value Engineering: Ability to identify and define Agentic Use Cases (e.g., automated loan underwriting support, autonomous wealth advisory assistants, claims processing agents) and map them directly to business ROI.

  • Workshop Facilitation: Exceptional presentation and storytelling skills, with a track record of managing technical workshops for both highly technical and non-technical business audiences.

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 need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

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.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $157,640 - $210,910 annually There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $173,460 - $231,980 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

Skills Required

  • Deep AI expertise including LLMs, prompt engineering, RAG, and autonomous agent architectures
  • Proven experience building with modern AI tools and low-code/pro-code AI builders
  • Direct experience with AgentForce or equivalent autonomous agent frameworks
  • Hands-on experience building PoCs and PoTs in development orgs and customer sandbox environments
  • Comfort configuring, testing, and deploying prototype solutions in complex development environments
  • Domain expertise in Banking, Wealth Management, or Insurance operational workflows and compliance
  • Workshop facilitation, presentation, and storytelling skills for technical and non-technical audiences
  • Ability to define agentic use cases and map them to measurable business ROI (value engineering)

Salesforce Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Salesforce and has not been reviewed or approved by Salesforce.

  • Fair & Transparent Compensation Pay is positioned as above-market in the U.S., with multiple peer-reported benchmarks converging around a similar median total compensation figure. Compensation is also framed as broadly viewed as fair in aggregate, even while acknowledging variation by role and group.
  • Parental & Family Support Parental leave is described as notably generous for U.S. caregivers, with additional supports like gradual return-to-work and doula reimbursement. Family-building programs are also emphasized through fertility/adoption/surrogacy support with sizeable reimbursement limits.
  • Wellbeing & Lifestyle Benefits Mental-health and coaching offerings are highlighted as accessible supports alongside financial-wellbeing tools. Volunteer Time Off and donation matching are presented as distinctive lifestyle-aligned benefits that add value beyond cash compensation.

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The Company
HQ: San Francisco, CA
72,000 Employees

What We Do

Salesforce is the #1 AI CRM, where Humans with agents drive customer success together. Through Agentforce, our groundbreaking suite of customizable agents and tools, Salesforce brings autonomous AI agents, unified data from any source, and best-in-class Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way. Salesforce is democratizing AI agents for businesses of every size and industry so every company can embrace a workforce without limits. Our low code, open, and secure platform helps companies build and customize Salesforce fast so they can safely scale AI-powered work to every customer and employee experience and transform their business. Salesforce is proud to be the market leader, but we’re even more proud to lead in philanthropy, innovation and culture. Guided by core values of trust, customer success, innovation, equality, and sustainability, Salesforce is more than a business — we’re a platform for change.

Why Work With Us

There’s no typical day in the life of a Salesforce employee. You could be transforming our next AI innovation — or transforming your community. Closing deals — or closing your laptop for a day of Volunteer Time Off. Driving change for our customers — or driving change within one of our high-performing teams.

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