Lead Account Solution Engineer

Salesforce; Mumbai; On-site; INR 2,000,000 - 2,500,000; Full time

Job summary

Centaur Labs in Mumbai, India is seeking a dynamic Lead Solution Engineer to collaborate with leading Financial Services clients. This role is crucial in crafting innovative customer engagement strategies and translating complex business needs into impactful solutions.

The ideal candidate will have extensive experience in IT or technology sales, a strong understanding of finance, and exceptional skills in customer engagement and solution design. They will be instrumental in showcasing Salesforce's value through clear roadmaps and strategic presentations.

Qualifications

• 10+ years in IT, consulting, or technology sales/implementation.
• Proven pre-sales or solution delivery experience.
• Strong ability to develop customer journey maps.
• In-depth understanding of financial industry metrics.
• Experience engaging at the C-level with large clients.

Responsibilities

• Understand client needs and craft tailored Salesforce solutions.
• Demonstrate Salesforce capabilities through demos and presentations.
• Build customer journey strategies and IT roadmaps.
• Lead teams in developing comprehensive solutions.
• Support sales cycles with impactful demos and business cases.
• Partner with clients to build innovative solutions.
• Guide enterprises on digital transformation.
• Travel for client meetings and workshops.

Skills

Solution Design

Customer Engagement

Strategic Roadmaps

Business Consulting

Technical Consulting

Solution Selling

Thought Leadership

Territorial Engagement

CRM Technologies

Cloud Computing

Education

Degree or equivalent

Tools

Salesforce

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 and 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.

Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. All employment decisions are based on merit, competence and qualifications, without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, performance assessment, discipline, termination and all other employment practices.