AI-Powered Account Solutions Engineer

Salesforce, Inc.; United States; Hybrid; USD 135,000 - 180,000; Full time

Job summary

Salesforce, Inc. is seeking a Lead, Account SE to align innovative AI and data solutions with banking and wealth management needs.

You will craft tailored demos, validate architectures, and guide multi-cloud opportunities across the Financial Services vertical with cross-functional teams. You’ll collaborate with business and technology leaders to translate platform capabilities into measurable outcomes, while traveling as required and supporting flexible office options.

Qualifications

• Hands-on with Claude Code, Cursor, Codex, Agentforce Vibes for demos/POCs.
• Deep knowledge of AI/data architecture: RAG pipelines, grounding, governance.
• Fluency in headless/composable architecture and CRM/Data 360 messaging.
• 6+ years pre-sales as solution/sales engineer in Salesforce or enterprise software.
• Solid understanding of relational databases and web technologies.

Responsibilities

• Lead discovery with banking and wealth leaders to define the business problem and ROI.
• Build tailored demos/prototypes for multiple personas showing value across Salesforce products.
• Advise senior leaders, evaluate options, and shape future-state roadmaps.
• Coordinate architects, forward deployed engineers, partners and product teams; hand off cleanly.
• Travel as needed based on territory alignment.

Skills

Agentic coding tools

AI/data architecture

Headless/Composable c architecture

Pre-sales experience

Relational database & web tech

Architecture diagrams

Business outcomes storytelling

Computer Science/CE degree

Education

B.S./M.S./PhD in CS/SE/MIS

Job description

Salesforce, Inc. is seeking a Lead, Account SE to align innovative AI and data solutions with banking and wealth management needs.

You will craft tailored demos, validate architectures, and guide multi-cloud opportunities across the Financial Services vertical with cross-functional teams. You’ll collaborate with business and technology leaders to translate platform capabilities into measurable outcomes, while traveling as required and supporting flexible office options.