Lead Solution Engineer - Financial Services

Salesforce; London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading technology company based in London is looking for an experienced Solutions Engineer to drive customer success through innovative CRM solutions. The ideal candidate will have over 9 years in the IT industry, particularly in pre-sales or implementation, with a strong understanding of AI applications in CRM. This role involves working closely with enterprise clients in Financial Services and requires excellent presentation skills to articulate business value.

Benefits

Comprehensive health benefits

Career development opportunities

Inclusive work environment

Qualifications

• 9+ years of experience in IT, especially in pre-sales or implementation.
• Experience in engaging with enterprise clients in Financial Services.
• Strong presentation skills and ability to drive business outcomes.

Responsibilities

• Lead customer engagements and drive digital transformation solutions.
• Conduct discovery sessions to uncover client challenges.
• Deliver technical responses to RFPs and build trust with teams.

Skills

Pre-sales experience

Technical presentation skills

Customer engagement solutions

AI applications in CRM

Business analysis

Education

Degree or equivalent relevant experience

Tools

CRM software

Cloud applications

Job description

Overview

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category: Sales

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword - it’s a way of life. The world of work as we know it is changing and we’re looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce’s core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

We have an outstanding opportunity for an expert Solutions Engineer to work with our outstanding financial services customers in crafting ground-breaking customer engagement roadmaps demonstrating the Salesforce applications and platform in London, UK. The successful applicant will have a track record of working with enterprise software and services organizations in driving business outcomes through technology solutions, with experience in engaging at the C-level with Business and Technology groups.

Specific Responsibilities

• Provide thought leadership in how large enterprise organizations can drive customer success through digital transformation.
• Ability to uncover the challenges and issues a business is facing by running successful and targeted discovery sessions and workshops.
• Be an innovator who can build new solutions using out-of-the-box thinking. Build a strong partnership with Sales teams and build trust with team members.
• The ability to authoritatively present and articulate the business value to managers and executives of all levels.
• Deliver functional and technical responses to RFPs/RFIs. Work as an excellent teammate by adding value, learning and sharing new knowledge.
• Demonstrate a knowledge of how to integrate cloud applications to existing business applications and technology.
• Lead multiple customer engagements concurrently, delegate responsibility for specific areas of engagements.
• Be self-motivated, flexible, and take initiative.

Required Skills

• Degree or equivalent relevant experience required. Experience will be evaluated based on the core proficiencies or the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.).
• Relevant 9+ years of confirmed experience in the IT Industry, either pre-sales or implementation of customer engagement solutions, supporting the sales cycle in selling CRM or high value business solutions.
• Experience working with clients in Financial Services (e.g., Banking, Wealth Management, FinTech) or experience in a similar Regulated Industry such as Pharma.
• Strong focus and experience in pre-sales or implementation is required.
• Experience of working on customer engagements with Enterprise Clients (over 500 employees).
• Experience in demonstrating Customer engagement solutions, understanding and driving use cases, customer journeys, ability to draw Day in the Life of across different LOBs. Experience in running Proof of Concepts and managing customer stakeholders.
• Understanding of AI and the application of AI in the context of Enterprise CRM.
• Business Analysis/ Business case/ ROI construction. A broad understanding of and ability to articulate the benefits of Cloud Computing, SFA, Service & Support, Marketing and AI solutions. Strong verbal and written communications skills with a focus on needs analysis, positioning, business justification, and closing techniques.
• Outstanding presentation and demonstration skills.
• Experience in sophisticated solution selling to Enterprise customers that involves engagement with IT Enterprise Architects and Business Leaders.
• Engage with business users to build solution presentations, demonstrations and prototypes.

Benefits and Culture

Unleash Your Potential. When you join Salesforce, you\'ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we\'ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what\'s possible - for yourself, for AI, and the world.

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

EEO Posting Statement

We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. Salesforce believes in equality for all and aims to create a workplace that is inclusive and free from discrimination. Know your rights: workplace discrimination is illegal. Hiring decisions are based on merit, competence and qualifications without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or other classifications protected by law.