Senior AI Solution Engineer – Financial Services

Salesforce, Inc.

District of Columbia

On-site

USD 135,000 - 180,000

Full time

3 days ago
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Job summary

Salesforce, Inc. is seeking a senior Solution Engineer to guide strategic deals in the Financial Services sector.

You will translate customer needs into compelling technical demonstrations, partner with sales, and lead multi-cloud proofs of concept while coordinating with product and delivery teams. You’ll articulate AI, data, and CRM platform capabilities, design adaptable architectures, and quantify business value for CIOs and line-of-business leaders.

Qualifications

  • Hands-on reps with agentic coding tools to spin up demos/POCs.
  • Deep AI/data architecture knowledge: RAG pipelines, grounding strategies, governance.
  • Fluency in Headless + composable architecture in CRM/Data 360 context.
  • Minimum of three Salesforce certifications.
  • 6+ years of pre-sales experience as solution/sales engineer.
  • Knowledge of relational databases and web technologies.
  • Ability to read architecture diagrams and understand data movement.
  • Proven ability to tie product capabilities to business outcomes and communicate value.
  • BS/MS/PhD in CS/Software Eng/MIS or equivalent required.

Responsibilities

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

Skills

Hands-on agentic coding tools
AI/data architecture
Headless + composable architecture
Salesforce certifications
Pre-sales / solution engineering
Relational databases & web tech

Education

B.S./M.S./PhD in CS/Software Eng/MIS or equivalent
Three Salesforce certifications

Tools

Claude Code
Cursor
Codex
Agentforce Vibes

Job description

Salesforce, Inc. is seeking a senior Solution Engineer to guide strategic deals in the Financial Services sector.

You will translate customer needs into compelling technical demonstrations, partner with sales, and lead multi-cloud proofs of concept while coordinating with product and delivery teams. You’ll articulate AI, data, and CRM platform capabilities, design adaptable architectures, and quantify business value for CIOs and line-of-business leaders.

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