Lead, Account SE

100 Salesforce, Inc.; New York (NY); On-site; USD 148,000 - 198,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Stock purchase plan

Job summary

Salesforce, Inc. in the United States is seeking a Senior Solution Engineer for the Financial Services vertical.

You will partner with Sales to qualify requirements, craft AI-driven demos, and align technical strategy with business outcomes across multi-cloud environments. You’ll demonstrate platform value to senior leaders, lead architecture workshops, and guide customers from vision to validated prototypes before handoff to delivery teams.

Qualifications

• Hands-on reps with agentic coding tools daily for demos and POCs.
• Deep AI/data architecture knowledge including RAG pipelines and governance.
• Fluency in Headless & composable architecture and data platforms.
• Minimum three active Salesforce certifications.
• 6+ years of pre-sales experience in Salesforce or enterprise software.
• Knowledge of relational databases and web technologies.
• Ability to read architecture diagrams and map inputs/outputs.

Responsibilities

• Lead discovery with banking and wealth leaders to define the business problem and ROI.
• Build and present demos/prototypes for personas like financial advisors and executives.
• Act as a trusted advisor to senior business and technology leaders.
• Evaluate options, understand architecture, and align to future-state roadmaps.
• Coordinate architects, engineers, partners, and product teams; hand off cleanly.
• Willingness to travel based on territory alignment.

Skills

Agentic coding tools

AI architecture

Headless architecture

Salesforce platform knowledge

Pre-sales experience

Presentation skills

Education

BS/MS/PhD in CS/SE

Tools

Salesforce certifications

Job description

Overview

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.

This role plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts across the Financial Services vertical (including banking, insurance, wealth management, capital markets, and lending). You partner with Sales to help customers feel confident to buy, confident to build and confident to operate. Our team is evolving how we sell. Solution Engineers lead the early stages of the customer journey, from vision and concept to technical validation and working prototypes, then hand off to delivery teams. You will act as the front door for IT, navigating deeper technical waters to help customers connect with their clients in new ways. You won't just demo features. You'll connect what the platform does to what it means for the customer's business, using AI, Agentforce, Data Cloud, Core CRM and Slack to deliver measurable outcomes collaborating with the customer and internal business stakeholders. You will guide deal strategy by providing deep insight into the technical and business buyers, acting as a trusted advisor who drives innovation and improves business performance. On any given week, you might be: running an AI architecture workshop with a bank, vibe-coding a custom Agentforce demo the day before a big meeting, leading a cross-functional team through a complex multi-cloud deal, helping a client think through build vs. buy on their next-gen data platform, leading a POC with multiple business and technical stakeholders aligned to tight success criteria and mutually agreed commercial outcomes.

Responsibilities

• Lead discovery with banking and wealth leaders to define the business problem, quantify the value and return on investment with business value teams, and recommend practical next steps.
• Build and present tailored demos and prototypes for multiple personas, such as financial advisors, loan officers, relationship managers and executives, showing a clear path to value across Salesforce products.
• Act as a trusted advisor to senior business and technology leaders.
• Evaluate solution options, understand the customer's architecture and drive consensus on future-state roadmaps.
• Coordinate architects, forward deployed engineers, partners and product teams, hand off cleanly, and contribute reusable assets and customer stories.
• Ability to travel based on territory alignment and region.

Required Qualifications

• Hands‑on reps with agentic coding tools — Claude Code, Cursor, Codex, Agentforce Vibes. You’re using these daily to spin up custom demos and POCs, not just talking about them.
• Real depth and POVs on AI/data architecture — RAG pipelines, grounding strategies, agentic governance, and hybrid human+autonomous enterprise design.
• Fluency in Headless + composable architecture — specifically our Headless CRM / Data 360 messaging, and how it does and will continue to apply to use cases like KYC/AML, loan origination, and wealth platforms.
• Hands‑on experience with the Salesforce platform and its AI, data and industry products, including a minimum of three active Salesforce certifications.
• 6+ years of pre‑sales experience as a solution or sales engineer at Salesforce, another CRM or enterprise software company, or a consultancy.
• Knowledge of related applications, relational database and web technology.
• You can review an architecture diagram and understand what the inputs/outputs are and data movement.
• Proven ability to connect product capabilities to business outcomes, quantify value and tie it to the customer's goals, with strong presentation and storytelling skills.
• B.S., M.S. or Ph.D. in Computer Science, Software Engineering, MIS or equivalent relevant experience required.

Preferred Qualifications

• Experience selling to or working with banking or wealth management clients.
• Agentblazer Legend status (2026).
• Financial Services credibility — you understand the regulatory landscape (SOX, FINRA, SEC) and can speak the language of a bank's CTO and their compliance team.
• Experience partnering with architects, business value teams and implementation partners in a fast‑moving, agile sales team.

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.

Benefits

Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program.

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. Know your rights: workplace discrimination is illegal. 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. In the United States, compensation offered will be determined by factors such as location, job level, job‑related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits.

Salary

The typical base salary range for this position is $134,750 - $180,250 annually. There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $148,190 - $198,170 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.