Lead Solution Engineer

Leadout Capital; Gurugram District; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Leadout Capital is seeking a dynamic Lead Solution Engineer to collaborate with leading Financial Services clients. You will craft Salesforce solutions, engage senior stakeholders, and build IT roadmaps across enterprise environments.

You will demonstrate Salesforce capabilities through live demos, develop client-ready roadmaps, and lead cross-functional teams to deliver transformational outcomes. This role requires travel to client sites and workshops.

Qualifications

• 10+ years in IT, consulting, or technology sales/implementation.
• Proven pre-sales or solution delivery in Financial Services.
• Ability to create customer journey maps and use case demos.
• Knowledge of CRM, marketing automation, and cloud computing.
• Strong communication and stakeholder engagement at C-level.

Responsibilities

• Discovery sessions to understand client needs and design Salesforce solutions.
• Demonstrate Salesforce capabilities via live demos and prototypes.
• Develop IT roadmaps and articulate Salesforce value.
• Lead cross-functional teams to craft comprehensive solutions.
• Support sales cycles with ROI analyses and business cases.
• Collaborate with Business and IT teams to identify challenges.
• Guide large enterprises on digital transformation with Salesforce.
• Travel for client meetings and workshops.

Skills

IT experience

Pre-sales experience

Solution delivery

Financial Services domain

Education

Bachelor's degree

Tools

Salesforce

CRM

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.