Senior AI Solutions Engineer — Financial Services

Salesforce, Inc.; Virginia; On-site; USD 135,000 - 180,000; Full time

Job summary

Salesforce, Inc. is seeking a Solution Engineer to guide the early customer journey, translating platform AI, Agentforce, Data Cloud and Slack capabilities into measurable business outcomes for banking and wealth clients.

You will lead technical demonstrations, craft multi-cloud strategies, and partner with sales teams to drive deals from vision to prototype, with travel as needed across the territory.

Qualifications

• Hands-on use of agentic coding tools daily for demos and POCs.
• Deep AI/data architecture knowledge including RAG pipelines and governance.
• Fluency with headless/composable architecture and CRM/data platforms.
• Minimum three active Salesforce certifications and strong Salesforce product knowledge.
• 6+ years of pre-sales experience in enterprise software or similar.

Responsibilities

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

Skills

Agentic tools

AI architecture

Headless architecture

Salesforce know-how

Pre-sales experience

Storytelling

Education

BS/MS/PhD in CS

Tools

Claude Code

Cursor

Codex

Agentforce Vibes

Salesforce Platform

Job description

Salesforce, Inc. is seeking a Solution Engineer to guide the early customer journey, translating platform AI, Agentforce, Data Cloud and Slack capabilities into measurable business outcomes for banking and wealth clients.

You will lead technical demonstrations, craft multi-cloud strategies, and partner with sales teams to drive deals from vision to prototype, with travel as needed across the territory.