Senior Salesforce PreSales Solution Engineer - Horizontal

FormativGroup, LLC; United States; À distance; USD 150 000 - 230 000; Plein temps

Résumé du poste

FormativGroup, LLC is seeking a Senior Solution Engineer to drive Salesforce transformation opportunities for financial-services clients. This senior IC partners with Account Executives, SMEs, and Delivery leads to design practical, measurable Salesforce solutions that balance business value with technical feasibility.

The role requires extensive Salesforce expertise, live Architect-level certifications, and the ability to lead discovery, demonstrations, and executive presentations in a remote,

Qualifications

• 7+ years in Solution Engineering, enterprise consulting, or similar client-facing roles.
• Proven success supporting Salesforce transformation initiatives and complex pursuits.
• Deep knowledge of Salesforce platform capabilities and integration patterns.
• Strong facilitation, presentation, and executive engagement skills.
• Live Salesforce Architect-level certifications are required; AI/Data Cloud certs are a plus.

Responsabilités

• Partner with Account Executives to qualify opportunities and shape technical strategy.
• Lead discovery sessions to map current-state processes and desired outcomes.
• Collaborate with Industry SMEs to translate objectives into solution approaches.
• Analyze processes, identify improvements, and compare tradeoffs.
• Design scalable Salesforce solution approaches across Cloud stacks and integrations.
• Develop demonstrations, prototypes, and executive presentations for clients.
• Support technical win strategies and differentiate Formativ throughout sales cycles.
• Lead technical portions of proposals, RFPs, RFIs, and client meetings.
• Work with Delivery leaders to ensure practical, implementable solutions.
• Contribute to reusable demos, reference architectures, and assets.
• Capture customer insights to refine offerings and sales plays.
• Maintain current Salesforce certifications and expand AI capabilities.

Connaissances

Salesforce ecosystem expertise

Leadership & collaboration

Executive engagement

Facilitation & presentation

Pre-sales & collateral

Outils

Sales Cloud

Service Cloud

Data Cloud

Experience Cloud

Integration patterns

Salesforce AI capabilities

Description du poste

Are you a consultative Salesforce expert who can turn complex financial-services challenges into compelling, practical solutions? FormativGroup is adding a Senior Solution Engineer to the growing team!

The Senior Solution Engineer is a senior individual contributor who partners with Account Executives, Industry SMEs, Alliance teams, and Delivery leaders to shape winning Salesforce transformation opportunities. This role bridges business process and technology by understanding how clients operate today, identifying opportunities for improvement, and designing practical Salesforce solutions that create measurable business value.

The ideal candidate combines strong consultative skills with deep Salesforce expertise and exercises sound judgment to balance business outcomes, user experience, implementation complexity, and long-term maintainability.

Key Responsibilities

• Partner with Account Executives throughout the sales cycle to qualify opportunities, shape technical strategy, and support pursuit execution.
• Lead discovery sessions to understand current-state business processes, user needs, operational challenges, and desired business outcomes.
• Collaborate with Industry SMEs to translate strategic business objectives into practical Salesforce solution approaches.
• Analyze business processes, identify improvement opportunities, and recommend solution alternatives while clearly articulating business and technical tradeoffs.
• Design scalable solution approaches leveraging Salesforce, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and modern integration patterns.
• Develop compelling demonstrations, prototypes, proof-of-concepts, and executive presentations tailored to client-specific business scenarios.
• Partner with sales leadership to develop technical win strategies and differentiate Formativ throughout the sales cycle.
• Lead the technical portions of proposals, RFPs, RFIs, Statements of Work, and client presentations.
• Work closely with Delivery leaders and Solution Architects to ensure proposed solutions are practical, implementable, and aligned with delivery best practices.
• Contribute to reusable demonstrations, reference architectures, solution assets, and presales collateral.
• Capture insights from customer engagements to help improve offerings, sales plays, and solution assets.
• Maintain current Salesforce certifications and continuously expand expertise in Salesforce AI capabilities and emerging platform technologies.

Qualifications

• 7+ years in Solution Engineering, enterprise consulting, solution architecture, or a comparable customer-facing role.
• Demonstrated success supporting enterprise Salesforce transformation initiatives and complex consulting pursuits.
• Strong understanding of Salesforce platform capabilities, including Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns.
• Ability to analyze business processes and translate requirements into practical solution designs.
• Outstanding facilitation, presentation, communication, and executive engagement skills.
• Strong collaboration skills with Sales, Industry SMEs, Alliances, Delivery, and Executive Leadership.
• Valid, live Salesforce Architect-level certifications required; AI and Data Cloud certifications are a plus.

Success Profile

• Consultative and business-process oriented
• Balances business value with technical excellence
• Exercises sound judgment and avoids unnecessary complexity
• Excellent communicator with executive presence
• Collaborative, curious, and team-oriented
• Thrives in a fast-paced, entrepreneurial consulting environment

Compensation

The Salesforce Solutions Engineer will receive a competitive compensation package commensurate with experience, including base salary, variable incentive compensation, and benefits.

Location and Work Authorization

• This is a remote role with potential periodic client travel. Candidates located in the Northeast United States are preferred.
• Applicants must be authorized to work for any employer in the United States. FormativGroup is unable to sponsor or assume sponsorship of an employment visa for this position.
• Candidates must reside in one of the following locations: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC.