Lead Account Solution Engineer

Salesforce; Lombardia; On-site; EUR 70,000 - 94,000; Full time

Job summary

Salesforce is seeking a dedicated technical and business lead for a portfolio of strategic Italian Financial Services accounts. You will shape account strategy, mentor the Italy SE team, and deliver value-led solutions across Agentforce, Data 360, Financial Services Cloud and more.

You will engage C-level, business and IT stakeholders in Italian and English, lead technical win strategies on multi-cloud deals, and coordinate with partners, specialists, and regional teams to drive adoption and ROI.

Qualifications

• Minimum 8+ years in pre-sales, solution consulting or architecture with Financial Services experience in Italy.
• Deep knowledge of CRM and digital transformation in banking, insurance or wealth management.
• Experience leading technical strategy on large enterprise deals.

Responsibilities

• Own account strategy and white-space analysis with AE focusing on customer 360, onboarding, servicing, and agentic AI in engagement.
• Lead discovery, value workshops and executive briefings in Italian and English; build business cases and ROI narratives.
• Design end-to-end architectures; deliver tailored demos, PoCs and validate integrations with core banking/insurance platforms.

Skills

Pre-sales leadership

Executive presence

CRM expertise

Generative AI

Mentoring

Fluent Italian

Fluent English

Education

Bachelor's degree in Business/CS/Engineering

Tools

Agentforce Vibes

Claude Code

Cursor

Job description

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

Job Details

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.

Role Overview

You are the dedicated technical and business lead for a portfolio of strategic Italian Financial Services accounts. You partner with Account Executives to shape account strategy and turn complex customer challenges into differentiated, value-led solutions. These span Agentforce, Data 360, Financial Services Cloud, Service, Sales, Slack, MuleSoft and Tableau. You are a trusted advisor to C-level, business and IT stakeholders at major Italian banks, insurers and asset managers. You also multiply the impact of the Italy SE team through mentoring and by sharing best practices.

Key Responsibilities

• Account strategy: Co-own account plans and white-space analysis with the AE. Focus on priorities such as customer 360, relationship manager and advisor productivity, digital onboarding, claims and servicing, and agentic AI in customer engagement.
• Executive engagement: Lead discovery, value workshops and executive briefings in Italian and English. Build business cases and ROI narratives.
• Solution design: Design end-to-end architectures and deliver tailored demos, PoCs and technical validation. Address integration with core banking and insurance platforms, security, and compliance. Use Agentforce Voice in Italian where relevant.
• Deal leadership: Lead the technical win strategy on complex multi-cloud deals. Manage RFPs and competitive positioning. Orchestrate partners (including Italian SIs), specialists, Overlay and FDE/Architect resources across the South region.
• Regulatory and market expertise: Stay current on DORA, GDPR, PSD2/open banking, Bank of Italy and IVASS requirements, EBA outsourcing guidelines, MiFID II, Solvency II and data residency. Position Salesforce's trust and EU data-residency posture with Risk, Compliance and Security teams.
• Team leadership: Mentor and coach SEs. Lead by example on demo quality, discovery and storytelling. Contribute to the AI Atelier (AI use cases, patterns, prompts and the vibe-coding club) and to reusable Financial Services playbooks. Support the SE Italy management team on enablement and talent development.
• Cross-functional collaboration: Work with Product, Industry Solutions, Customer Success, Partners and the South region leadership. Bring customer feedback to the roadmap and drive adoption and value realization.
• Hygiene and forecasting: Keep opportunity and activity records accurate in Salesforce. Support pipeline reviews and forecast accuracy.

Required Qualifications

• 8+ years in pre-sales, solution consulting or architecture, with significant Financial Services experience in the Italian market.
• Proven record of leading technical strategy on large, strategic enterprise deals.
• Deep knowledge of CRM and digital transformation in banking, insurance or wealth management.
• Strong grasp of generative and agentic AI, data unification, integration and security.
• Executive presence, storytelling and value-selling skills.
• Experience coaching or mentoring peers.
• Fluent Italian and English.
• Bachelor's degree in Business, Computer Science, Engineering, or a related field

Preferred Qualifications

• Salesforce certifications (Financial Services Cloud, Agentforce, Data Cloud, Solution Architect).
• Background in an Italian financial institution, a core-banking or insurance vendor, or a consultancy.
• Hands-on experience with vibe-coding tools (Agentforce Vibes, Claude Code, Cursor) for demos and configuration.
• Experience with regulated-industry compliance in the EU.

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.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Any employee or potential employee will be assessed on the basis of 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 current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. Know your rights: workplace discrimination is illegal.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.The typical base salary range for this position is EUR 70.425 to EUR 94,200 annually. Italy CBA (Contratto collettivo nazionale di lavoro del commercio) (01/04/2015 - ) QuadriIn addition to the base salary, this position may offer access to a range of additional benefits including an incentive component which is tailored by grade level.