Description

Role Overview

We are seeking a energetic Lead Solution Engineer to collaborate with our leading Financial Services clients.This role is pivotal in crafting cutting-edge 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.

Key Responsibilities

Solution Discovery & Design: Understand client needs through targeted discovery sessions; craft tailored Salesforce solutions aligned with business objectives.
Customer Engagement: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas.
Strategic Roadmaps: Build and articulate transparent customer journey strategies and IT roadmaps, highlighting Salesforce’s value proposition.
Business & Technical Consulting: Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders.




Solution Selling: Support sales cycles with RFx responses, business cases, ROI analyses, and impactful demos.
Client Collaboration: Partner with Business and IT teams, uncover challenges, and build out-of-the-box innovative solutions.
Thought Leadership: Guide large enterprises on digital transformation, leveraging Salesforce for customer success.
Territorial Engagement: Travel as required for client meetings and workshops.

Required Skills & Experience

Degree or equivalent; 10+ years in IT, consulting, or technology sales/implementation.

Proven experience in pre-sales or solution delivery within Financial Services (Banking, Insurance, Fintechs, NBFCs, Wealth/Asset Management).

Strong ability to develop and present customer journey maps, use case demos, and solutions aligned with industry needs.

In-depth understanding of the financial industry's key metrics, customer engagement processes, and ROI justificat

📌 Lead Account Solution Engineer Mumbai
🏢 griddable.io
📍 Mumbai