RemoteLeaf Logo
Log in Sign up

Senior Salesforce Solution Engineer - Financial Services

2 months, 2 weeks ago
United States
Full-time
Senior
Sales Engineer
Software Development
Salesforce
Apply Now
Formativ Group

Formativ Group

We are focused on enabling dynamic workflows, implementing the right application solutions, and ensuring your data is available when and where it’s needed.

Internet Software & Services
View All Jobs 10

Description

  • Partner with Account Executives to qualify opportunities, shape technical strategy, and support pursuit execution.
  • Lead discovery sessions to assess current-state processes, user needs, operational challenges, regulatory considerations, and business outcomes.
  • Translate industry priorities into practical Salesforce solution approaches with Industry SMEs.
  • Analyze business processes and recommend solution alternatives while communicating tradeoffs.
  • Design scalable Salesforce solutions using Financial Services Cloud, Insurance capabilities, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and integration patterns.
  • Develop demonstrations, prototypes, proof-of-concepts, and executive presentations tailored to client scenarios.
  • Support 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 with Delivery leaders and Solution Architects to ensure solutions are practical, implementable, and aligned with delivery best practices.
  • Contribute reusable demos, reference architectures, solution assets, and presales collateral, and capture insights to improve offerings.

Requirements

  • 7+ years in Solution Engineering, enterprise consulting, solution architecture, or a comparable customer-facing role.
  • Meaningful experience in financial services.
  • Experience supporting complex Salesforce transformation initiatives and consulting pursuits in Insurance, Wealth & Asset Management, Banking, or related segments.
  • Strong understanding of Salesforce platform capabilities, including Financial Services Cloud, Insurance capabilities, Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns.
  • Ability to translate financial-services requirements into practical solution designs that balance value, complexity, risk, and maintainability.
  • Outstanding discovery, facilitation, presentation, communication, and executive engagement skills.
  • Strong collaboration skills with Sales, Industry SMEs, Alliances, Delivery, and Executive Leadership.
  • Practical understanding of financial-services operating models, terminology, customer journeys, and regulatory constraints, especially in Insurance and Wealth & Asset Management; Banking experience is valuable.
  • Salesforce certifications required; Financial Services Cloud, AI, and Data Cloud certifications are a plus.
  • Bachelor's degree in Business, Information Technology, or a related field preferred; equivalent relevant experience considered. MBA or other advanced degree is a plus.
  • Must be authorized to work for any employer in the United States; no visa sponsorship is available.
  • Must reside in one of the listed U.S. states or Washington, DC.

Benefits

  • Competitive compensation package commensurate with experience.
  • Base salary plus variable incentive compensation.
  • Discretionary bonuses, commissions, or other incentive programs may be available.
  • Comprehensive benefits package including medical, dental, and vision coverage.
  • 401(k) plan.
  • Paid time off.
  • Remote role with potential periodic client travel.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Pavago

Applications Engineer

Pavago IT Services

Krevera is seeking a remote Applications Engineer to help customers apply its products to their technical needs, supporting solution design, evaluations, onboarding, implementation, and product feedback during U.S. business hours.

United States Full-time Mid Level Sales Engineer
16 hours, 45 minutes ago
TCP Software

Enterprise Solutions Consultant

TCP Software 251-1K Professional Services

TCP (TimeClock Plus) is seeking a Solution Consultant I to support software demonstrations, proposal responses, and customer engagements while developing expertise in workforce management solutions.

United States Full-time Senior Solutions Engineer
16 hours, 45 minutes ago
Action1

Pre-Sales Engineer (EMEA)

Action1 11-50 Internet Software & Services

Action1 is seeking a Pre-Sales Engineer to support Mid-Market and Enterprise customers across EMEA by delivering technical expertise, demonstrations, and account support that helps secure deals.

United Kingdom Full-time Junior Sales Engineer
17 hours ago
U

AI Transformation Architect EMEA

Unframe Inc. 51-200 Technology, Information and Internet

As an AI Transformation Architect at Unframe, you will lead technical discovery and demonstrations for enterprise prospects, helping Fortune 500 companies envision and adopt LLM-powered applications using Unframe’s platform.

Germany Senior Solutions Engineer
1 day, 15 hours ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers