Lead Solution Engineer

Salesforce
Gurugram
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 10+ yearsSkills: ["Verbal communication","Written communication","Presentation skills","Interpersonal skills"]

Lead Solution Engineer for Financial Services clients, partnering with senior stakeholders to discover needs, design tailored Salesforce solutions, and deliver transformational pitches. Own solution discovery, demos/prototypes, customer journey and IT roadmaps, and support sales cycles with RFx responses, ROI analyses, and business cases. Lead cross-functional consulting and collaborate with Business and IT teams, providing thought leadership on digital transformation using Salesforce capabilities.

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FursaFursa
Salesforce
Salesforce
3 days ago

Lead Solution Engineer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Lead Solution Engineer for Financial Services clients, partnering with senior stakeholders to discover needs, design tailored Salesforce solutions, and deliver transformational pitches. Own solution discovery, demos/prototypes, customer journey and IT roadmaps, and support sales cycles with RFx responses, ROI analyses, and business cases. Lead cross-functional consulting and collaborate with Business and IT teams, providing thought leadership on digital transformation using Salesforce capabilities.
Location: Gurugram
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Conduct solution discovery with clients and craft tailored Salesforce solutions aligned to business objectives.
  • •Demonstrate Salesforce capabilities through live demos, prototypes, and presentations for different client personas.
  • •Build and articulate customer journey strategies and IT roadmaps that communicate Salesforce’s value proposition.
  • •Lead cross-functional solution development and articulate benefits to stakeholders, including C-level executives.
  • •Support sales cycles with RFx responses, business cases, ROI analyses, and impactful demos.
Travel: Medium travel

Key Requirements

  • •Degree or equivalent and 10+ years in IT, consulting, or technology sales/implementation.
  • •Proven pre-sales or solution delivery experience in Financial Services (banking, insurance, fintechs, NBFCs, wealth/asset management).
  • •Strong ability to develop and present customer journey maps, use case demos, and industry-aligned solutions.
  • •In-depth understanding of financial industry metrics, customer engagement processes, and ROI justification.
  • •Expertise in cloud computing, CRM, marketing automation, and related technologies.
Experience:10+ yearsFinancial servicesBankingInsuranceFintechNBFCWealth managementAsset management
Skills:Verbal communicationWritten communicationPresentation skillsInterpersonal skills
Certifications:Salesforce Sales CloudSalesforce Service CloudSalesforce Financial Services Cloud
Tech Stack:SalesforceCRMMarketing automationCloud computing

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
WebsiteLinkedInGlassdoor