Senior AI Solution Engineer, Financial Services

Salesforce, Inc.

Baltimore (MD)

On-site

USD 135,000 - 180,000

Full time

3 days ago
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Job summary

Salesforce seeks a Senior Solution Engineer in the US to lead discovery, design AI-driven demos, and guide multi-cloud deals for Financial Services. You will bridge business value with technical architecture, leveraging Agentforce, Data Cloud, and Core CRM to drive measurable outcomes. Strong storytelling and Salesforce product knowledge are essential.

The role requires 6+ years in pre-sales, three+ Salesforce certifications, and comfort traveling; remote work may be possible in some regions.

Qualifications

  • Hands-on reps with agentic coding tools and regularly building custom demos/POCs.
  • Deep knowledge of AI/data architecture including RAG pipelines and governance.
  • Fluency in headless/composable architecture and data platform use cases.
  • Salesforce certifications: minimum of three active.
  • 6+ years of pre-sales experience as solution/sales engineer.
  • Knowledge of relational databases and web technologies.
  • Ability to read architecture diagrams and track data movement.
  • Proven ability to map product capabilities to business outcomes.

Responsibilities

  • Lead discovery with banking/wealth leaders to define the business problem and ROI.
  • Build and present demos/prototypes for multiple personas with clear value paths.
  • Act as trusted advisor to senior leaders; drive roadmaps and options.
  • Coordinate architects, FEEs, partners and product teams; hand off assets.
  • Travel based on territory alignment and region.

Skills

Agentic coding tools
AI/data architecture
Headless architecture
Salesforce certifications
Pre-sales experience
Relational databases
Architecture diagrams
Storytelling & presentation

Education

BS/MS/PhD in CS/SE/MIS

Tools

Claude Code
Cursor
Codex
Agentforce Vibes
Salesforce platform

Job description

Salesforce seeks a Senior Solution Engineer in the US to lead discovery, design AI-driven demos, and guide multi-cloud deals for Financial Services. You will bridge business value with technical architecture, leveraging Agentforce, Data Cloud, and Core CRM to drive measurable outcomes. Strong storytelling and Salesforce product knowledge are essential.

The role requires 6+ years in pre-sales, three+ Salesforce certifications, and comfort traveling; remote work may be possible in some regions.

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