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.

Solution Discovery & Design: Partner with Business and IT teams through targeted discovery sessions to uncover challenges and craft tailored, innovative Salesforce solutions aligned with business objectives.

Customer Engagement & Solution Selling: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas; Build and articulate clear customer journey strategies and IT roadmaps,



guiding large enterprises on digital transformation and highlighting Salesforce's value proposition.

Travel as required for client meetings and workshops.

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).

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.

Experience working with large enterprise clients and engaging at the C-level.

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.

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