Lead Solution Engineer

griddable.io; Gurugram District; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

griddable.io is seeking a dynamic Lead Solution Engineer to collaborate with our Financial Services clients, shaping engagement strategies and translating complex business needs into Salesforce-based solutions. You will engage with senior stakeholders, including C-level executives, to craft roadmaps and deliver transformational pitches.

The role emphasizes discovery, solution design, and cross-functional leadership, with travel as required.

Qualifications

• 10+ years in IT, consulting, or technology sales/implementation.
• Proven pre-sales or solution delivery experience 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.

Responsibilities

• Partner with Business and IT teams through discovery sessions to uncover challenges and craft tailored Salesforce solutions aligned with business objectives.
• Demonstrate Salesforce capabilities via live demos, prototypes, and presentations; support sales cycles with RFx responses, business cases, and ROI analyses.
• Build and articulate customer journey strategies and IT roadmaps, guiding large enterprises on digital transformation and Salesforce value proposition.
• Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders. Travel as required for client meetings and workshops.

Skills

Pre-sales

Solution delivery

Customer journey mapping

ROI analysis

CRM

Marketing automation

Stakeholder engagement

C-level communication

Education

Degree or equivalent

Tools

Salesforce

Job description

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.

What You'll Actually Be Doing

• Solution Discovery & Design: Partner with Business and IT teams through targeted discovery sessions to uncover challenges and craft tailored, innovative Salesforce solutions aligned with business objectives.
• Customer Engagement & Solution Selling: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas; support sales cycles with RFx responses, business cases, and ROI analyses.
• Strategic Roadmaps & Thought Leadership: Build and articulate clear customer journey strategies and IT roadmaps, guiding large enterprises on digital transformation and highlighting Salesforce's value proposition.
• Business & Technical Consulting: Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders. Travel as required for client meetings and workshops.

You're Our Person If...

• 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.

Even Better If...

• 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.