Senior Salesforce Presales Architect - Financial Services

FormativGroup; New York (NY); Remote; USD 155,000 - 175,000; Full time

Job summary

FormativGroup is seeking a Senior Salesforce Presales Solution Engineer specializing in Financial Services. You will partner with sales and delivery leaders to shape Salesforce transformation opportunities across Insurance, Wealth & Asset Management, and Banking.

This is a senior, individual-contributor role focused on understanding client needs and designing practical Salesforce solutions that drive measurable business value.

Qualifications

• 7+ years in Solution Engineering, enterprise consulting, solution architecture, or a comparable customer-facing role in financial services.
• Demonstrated success supporting complex Salesforce transformation initiatives in Insurance, Wealth & Asset Management, Banking, or related segments.
• Strong understanding of Salesforce platform capabilities including Financial Services Cloud, Insurance capabilities, and integration patterns.
• Ability to translate business requirements into practical, scalable Salesforce designs with balanced value, risk, and maintainability.
• Excellent discovery, presentation, and executive-engagement skills with cross-functional teams.

Responsibilities

• Qualify financial-services opportunities with Account Executives and shape technical strategy.
• Lead discovery sessions to map current-state processes and desired outcomes.
• Translate priorities into practical Salesforce solution approaches across Insurance, Wealth & Asset Management, and Banking.
• Design scalable solutions using Salesforce modules and modern integration patterns.
• Develop demonstrations, prototypes, and executive presentations tailored to client scenarios.
• Lead technical portions of proposals, RFPs, RFIs, and client presentations.
• Collaborate with Delivery leaders to ensure practical, implementable solutions.

Skills

Salesforce

Presales

Solution Engineering

Consultative selling

Stakeholder engagement

Education

Bachelor's degree in Business/IT

MBA or related advanced degree (a plus)

Tools

Salesforce

Data Cloud

Experience Cloud

Sales Cloud

Service Cloud

Job description

FormativGroup is seeking a Senior Salesforce Presales Solution Engineer specializing in Financial Services. You will partner with sales and delivery leaders to shape Salesforce transformation opportunities across Insurance, Wealth & Asset Management, and Banking.

This is a senior, individual-contributor role focused on understanding client needs and designing practical Salesforce solutions that drive measurable business value.