Lead Account Solution Engineer, Banking

Global leader in CRM solutions, focusing on AI, Data, and CRM to help companies connect with customers.
Backend
Senior Software Engineer
In-Person
5,000+ Employees
8+ years of experience
Finance · Enterprise SaaS

Description For Lead Account Solution Engineer, Banking

Salesforce is seeking a Lead Solution Engineer for their Banking team, focusing on one of the world's largest banks. This role combines technical expertise with strategic business acumen, requiring the ability to understand and solve complex banking challenges using Salesforce's platform. The position demands a unique blend of technical knowledge, communication skills, and banking industry expertise.

As a Lead Solution Engineer, you'll be responsible for supporting sales efforts and helping major banking clients maximize the potential of Salesforce's platform. You'll work closely with Account Executives to develop and present customized solutions, handle technical objections, and build strong client relationships. The role requires deep understanding of both Salesforce's technical capabilities and the specific challenges faced by banking institutions.

Key aspects of the role include developing innovative solutions, presenting complex technical concepts to various stakeholders, and demonstrating clear business value and ROI. You'll need to be well-versed in SAAS solutions, cloud computing, and CRM systems, with particular emphasis on the Salesforce platform. The position offers the opportunity to work with cutting-edge technology while solving real-world banking challenges.

The ideal candidate will bring experience in pre-sales, particularly in banking or financial services, combined with strong technical knowledge and excellent communication skills. You'll need to be self-motivated, flexible, and passionate about technology, with the ability to work effectively both independently and as part of a team. This role offers the chance to make a significant impact in the banking sector while working for a company that values innovation and positive change.

Last updated a day ago

Responsibilities For Lead Account Solution Engineer, Banking

  • Work with Account Executives to understand bank challenges and business processes
  • Establish trusted advisor relationship with the bank
  • Be a technical expert in Salesforce's suite of products
  • Coordinate and lead solution cycles
  • Develop and deliver innovative custom solutions
  • Articulate business value and ROI of Salesforce solutions
  • Craft value-driven proposals and presentations
  • Provide expert guidance on best practices and industry standards

Requirements For Lead Account Solution Engineer, Banking

  • Experience working in or selling to large multi-national institutions
  • Proven track record in development and delivery of custom solutions
  • Excellent verbal and written communications skills
  • Superior presentation and demonstration skills
  • Technical understanding of SAAS solutions and architecture
  • Experience in Banking (Retail, Commercial, Institutional)
  • Knowledge of Salesforce platform
  • Willingness to travel as needed

Interested in this job?

Jobs Related To Salesforce Lead Account Solution Engineer, Banking

Project Manager, Engagement Delivery

Senior Project Manager role at Salesforce leading enterprise implementation projects, managing large teams, and ensuring successful customer outcomes in Professional Services.

Software Engineer Backend - Slack

Senior Backend Software Engineer position at Salesforce's Slack team, offering $167K-$276K salary, remote work options, and opportunity to lead impactful projects using cutting-edge technologies.

Senior/Lead Database and Application Performance Engineer

Senior Database Performance Engineering role at Salesforce focusing on SQL optimization, performance tuning, and scalability improvements for multi-tenant database architecture.

Engagement Delivery - Sr Project Manager

Senior Project Manager role at Salesforce leading complex enterprise implementations and managing large teams in Professional Services.

Senior Solution Engineer - Media/Professional Services

Senior Solution Engineer position at Salesforce focusing on AI and Agent-based solutions for media and professional services industries in Tokyo.