Lead Account SE - AI-Driven FinServ Solutions

Salesforce, Inc.; Atlanta (GA); On-site; USD 135,000 - 180,000; Full time

Job summary

Salesforce, Inc. is seeking a skilled Solution Engineer to guide complex multi-cloud deals in the Financial Services sector. You will translate AI and CRM capabilities into measurable business outcomes, delivering tailored demos and prototypes to senior leaders and executives.

You will collaborate with cross-functional teams to validate architectures, articulate value, and map roadmaps that align with customer goals, while enabling faster decision-making and adoption of Salesforce products.

Qualifications

• 6+ years of pre-sales experience in solution or sales engineering.
• Hands-on experience with AI/data architecture and modern CRM/data platforms.
• Fluency in headless/composable architecture and enterprise data flows.

Responsibilities

• Lead discovery and define business value with senior leaders.
• Build and present demos/prototypes for multiple personas showing value across Salesforce products.
• Evaluate options, define future-state roadmaps, and drive consensus with stakeholders.
• Coordinate architects, engineers, partners, and product teams; hand off with reusable assets.

Skills

AI architecture

Pre-sales

Sales engineering

Multi-cloud

Presentation

Data architecture

KYC/AML domain knowledge

Headless/Composable

Education

B.S./M.S. in CS or related

Tools

Salesforce platform

Claude Code

Agentforce

Data Cloud

Slack integration

Job description

Salesforce, Inc. is seeking a skilled Solution Engineer to guide complex multi-cloud deals in the Financial Services sector. You will translate AI and CRM capabilities into measurable business outcomes, delivering tailored demos and prototypes to senior leaders and executives.

You will collaborate with cross-functional teams to validate architectures, articulate value, and map roadmaps that align with customer goals, while enabling faster decision-making and adoption of Salesforce products.