Senior Salesforce Presales Engineer — Financial Services

FormativGroup

Oregon

Hybrid

USD 155,000 - 175,000

Full time

8 days ago

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Job summary

FormativGroup is seeking a Senior Salesforce Presales Solution Engineer - Financial Services to partner with sales, industry, and delivery leaders. You will shape Salesforce transformation opportunities across Insurance, Wealth & Asset Management, and Banking, applying deep Salesforce expertise to design practical, measurable solutions.

This remote US role emphasizes discovery, cross-functional collaboration, and executive communications, with periodic client travel.

Qualifications

7+ years in solution engineering, architecture, or equivalent customer-facing role in financial services.
Proven track record supporting Salesforce transformation initiatives across Insurance, Wealth/Asset Management, or Banking.
Deep knowledge of Salesforce platform capabilities and integration patterns.
Strong discovery, facilitation, and executive communication skills.

Responsibilities

Partner with account executives to qualify opportunities and shape technical strategy.
Lead discovery sessions and translate business needs into Salesforce solutions.
Design scalable approaches using Financial Services Cloud and related modules.
Develop demonstrations, proofs-of-concept, and executive presentations.
Collaborate with Delivery and Solution Architects to ensure practical, deliverable designs.