Lead Account Solution Engineer

Leadout Capital; Mumbai; On-site; INR 2,000,000 - 5,200,000; Full time

Job summary

Leadout Capital seeks a dynamic Lead Solution Engineer to collaborate with top Financial Services clients, translating business needs into Salesforce-based solutions. You’ll demonstrate platform capabilities, build roadmaps, and engage C-level stakeholders with transformational pitches.

You will lead discovery sessions, craft customer journey maps, and provide compelling ROI analyses while guiding cross‑functional teams through complex deals and digital transformation initiatives across India

Qualifications

• 10+ years in IT, consulting, or technology sales/implementation.
• Proven pre-sales or solution delivery experience in Financial Services (banking/fintech/insurance).
• Ability to develop and present customer journey maps and ROI-focused demos.

Responsibilities

• Discover client needs through targeted sessions and craft Salesforce solutions.
• Demonstrate Salesforce capabilities via live demos and prototypes to client personas.
• Build and articulate customer journey strategies and IT roadmaps.
• Lead cross-functional teams to develop comprehensive solutions for stakeholders.
• Support sales cycles with RFx responses, business cases, and ROI analyses.
• Collaborate with Business and IT teams to uncover challenges and design innovative solutions.
• Guide large enterprises on digital transformation using Salesforce across the engagement lifecycle.

Skills

Executive stakeholder engagement

Customer journey maps

Salesforce solution demos

Executive communication

Cross-functional leadership

Education

Degree or equivalent

Tools

Cloud computing

CRM systems

Marketing automation

Job description

Role Overview

We are seeking a dynamic Lead Solution Engineer to collaborate with our leading Financial Services clients.This role is pivotal in crafting innovative 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.

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.
• 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.

Required Skills & Experience

• 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.
• Exceptional verbal, written, presentation, and interpersonal skills.
• Experience working with large enterprise clients and engaging at the C-level.

Preferred Qualifications

• 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.