Description The Experience

We are seeking a dynamic 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.

What You'll Actually Be Doing

- 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 clear 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.

You're Our Person If...
- 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 justification.
- Expertise in cloud computing, CRM, marketing automation, and related technologies.
- Exceptional verbal, written, presentation, and interpersonal skills.
- Experience working with large enterprise clients and engaging at the C-level.

Even Better If...
- Salesforce Certifications (e.g., SalesCloud, ServiceCloud, Financial Services Cloud)
- Prior experience as a Salesforce Solution or Sales Engineer in a CRM or similar tech environment.

📌 Lead Account Solution Engineer (Mumbai)
🏢 PreSales Collective
📍 Mumbai