Lead Account Solution Engineer

Salesforce
Mumbai
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 10+ yearsSkills: ["Presentation","Communication","Leadership","Stakeholder management","Collaboration"]

Lead Solution Engineer to craft innovative Salesforce-based solutions for financial services clients. Drive discovery, design tailored solutions, deliver live demos, build IT roadmaps, and articulate ROI to C-level executives. Lead cross-functional teams through pre-sales and solution delivery, support RFx processes, and travel for client workshops, shaping digital transformation and customer engagement at scale.

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FursaFursa
Salesforce
Salesforce
2 months ago

Lead Account Solution Engineer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Lead Solution Engineer to craft innovative Salesforce-based solutions for financial services clients. Drive discovery, design tailored solutions, deliver live demos, build IT roadmaps, and articulate ROI to C-level executives. Lead cross-functional teams through pre-sales and solution delivery, support RFx processes, and travel for client workshops, shaping digital transformation and customer engagement at scale.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

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 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.

Key Requirements

  • •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 justification.
  • •Expertise in cloud computing, CRM, marketing automation, and related technologies.
Experience:10+ yearsFinancial servicesCrmEnterprise software
Skills:PresentationCommunicationLeadershipStakeholder managementCollaboration
Tech Stack:Cloud computingCRMMarketing automationSalesforce

Company Brief

Salesforce
Provides a leading cloud-based customer relationship management (CRM) platform with sales, service, marketing, analytics, and integration tools that empower businesses to manage customer relationships and digital transformation at scale.
Industry: SaaS
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 1999
Glassdoor
Glassdoor: 4.1
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