Senior Solutions Engineer - AI for Banking

100 Salesforce, Inc.; New York (NY); On-site; USD 148,000 - 198,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Stock purchase plan

Job summary

Salesforce, Inc. in the United States is seeking a Senior Solution Engineer for the Financial Services vertical.

You will partner with Sales to qualify requirements, craft AI-driven demos, and align technical strategy with business outcomes across multi-cloud environments. You’ll demonstrate platform value to senior leaders, lead architecture workshops, and guide customers from vision to validated prototypes before handoff to delivery teams.

Qualifications

• Hands-on reps with agentic coding tools daily for demos and POCs.
• Deep AI/data architecture knowledge including RAG pipelines and governance.
• Fluency in Headless & composable architecture and data platforms.
• Minimum three active Salesforce certifications.
• 6+ years of pre-sales experience in Salesforce or enterprise software.
• Knowledge of relational databases and web technologies.
• Ability to read architecture diagrams and map inputs/outputs.

Responsibilities

• Lead discovery with banking and wealth leaders to define the business problem and ROI.
• Build and present demos/prototypes for personas like financial advisors and executives.
• Act as a trusted advisor to senior business and technology leaders.
• Evaluate options, understand architecture, and align to future-state roadmaps.
• Coordinate architects, engineers, partners, and product teams; hand off cleanly.
• Willingness to travel based on territory alignment.

Skills

Agentic coding tools

AI architecture

Headless architecture

Salesforce platform knowledge

Pre-sales experience

Presentation skills

Education

BS/MS/PhD in CS/SE

Tools

Salesforce certifications

Job description

Salesforce, Inc. in the United States is seeking a Senior Solution Engineer for the Financial Services vertical.

You will partner with Sales to qualify requirements, craft AI-driven demos, and align technical strategy with business outcomes across multi-cloud environments. You’ll demonstrate platform value to senior leaders, lead architecture workshops, and guide customers from vision to validated prototypes before handoff to delivery teams.