Senior AI Solution Engineer – Financial Services

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

Job summary

Salesforce, Inc. is seeking a Solution Engineer for the Financial Services vertical to align AI and data solutions with business objectives. You’ll craft tailored demos, run AI architecture workshops, and guide multi-cloud deals, translating platform capabilities into measurable business outcomes.

You’ll partner with customers and internal teams, deliver prototypes, and contribute to strategic roadmaps while traveling as required within territory.

Qualifications

• Hands-on reps with agentic coding tools and demos.
• Deep knowledge of AI/data architecture.
• Experience with Headless/Composable architecture.
• Extensive Salesforce platform and AI/data product experience; minimum three 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 data movement.
• Proven ability to quantify value and tie to customer goals with strong storytelling.

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.

Skills

Agentic coding tools

AI/data architecture

Headless/composable architecture

Salesforce platform experience

Salesforce certifications

Pre-sales experience

KYC/AML domain knowledge

Presentation skills

Education

B.S., M.S. or PhD in Computer Science/Software Engineering/MIS

Tools

Salesforce Platform

Salesforce Certifications

Job description

Salesforce, Inc. is seeking a Solution Engineer for the Financial Services vertical to align AI and data solutions with business objectives. You’ll craft tailored demos, run AI architecture workshops, and guide multi-cloud deals, translating platform capabilities into measurable business outcomes.

You’ll partner with customers and internal teams, deliver prototypes, and contribute to strategic roadmaps while traveling as required within territory.