Lead Solution Engineer
Job Summary
The Lead Solution Engineer serves as a bridge between complex business challenges and technology solutions within the Financial Services vertical. This role involves acting as a trusted advisor to enterprise clients, designing multi-product Salesforce architectures, and driving innovation through AI and data strategy. You will collaborate with cross-functional teams to align technical capabilities with customer business objectives throughout the client lifecycle.
Responsibilities
- Design and architect multi-product Salesforce solutions
- Drive AI and data strategy including RAG and Agentic workflows
- Lead business-to-technical translation for enterprise clients
- Manage consensus across C-suite and IT stakeholders
- Develop POCs and deliver high-impact product demonstrations
Required Skills
- Enterprise Software Architecture
- Generative AI & Machine Learning
- Financial Services Domain Expertise
- Solution Engineering & Presales
- Executive-level Communication
Job Details
### Role Overview
The Lead Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts across the Financial Services vertical (including banking, insurance, wealth management, capital markets, and lending). As a dynamic blend of business consultant and technologist, you will act as the 'front door for IT,' navigating deeper technical waters to help customers connect with their clients in new ways.
### Key Responsibilities
- **Business Problem Solving & Solutioning:** Take ambiguous and sophisticated business problems, define the opportunity set, and recommend practical next steps. Discover customer business needs, analyze requirements, and position the best Salesforce multi-product solutions.
- **Architectural Guidance:** Convey a deep understanding of the customer's enterprise architecture. Evangelize the value proposition of the Salesforce Platform (Financial Services Cloud, HeadlessCRM, Hyperforce, Data 360, Agentforce, MuleSoft, and Slack) while educating customers on customization and integration possibilities.
- **AI & Data Strategy:** Develop technical Points of View (POVs) on the Context Architecture for AI (RAG, grounding, real-time data pipelines), Agentic AI Governance, and Hybrid Architecture. Run customer-facing hands-on workshops and partner for executing POCs.
- **Connect Experiences:** Demonstrate software demos and rapid prototyping to show how connected experiences come to life. Build customized solutions tailored to multiple personas and leverage agentic coding solutions (like Claude Code, Cursor) to bring demos to life.
- **Innovation & Consensus Management:** Evaluate solution options (build vs. buy) and drive consensus among key C-level collaborators and IT stakeholders.
- **Cross-Functional Orchestration:** Lead cross-functional solutions guides and share best practices with the broader Solution Engineering community.
### Required Qualifications
- B.S. in Computer Science, Software Engineering, or MIS.
- Minimum of 5 years of professional experience solving technical problems in varied environments.
- Deep knowledge of enterprise software, relational databases, web technology, integration principles, and process orchestration.
- Experience with machine learning (predictive and generative AI) and ability to evaluate emerging AI/Data technologies.
- Exceptional executive presence and ability to articulate complex topics to C-suite leaders.
- Willingness and ability to travel based on territory alignment.
### Preferred Qualifications
- Experience as an architect, solution engineer, IT consultant, or developer in a customer-facing role.
- Industry experience in Financial Services (regulatory requirements, risk mitigation, security, KYC/AML).
- Experience with agentic code solutions (Claude Code, Cursor, Codex, etc).
- Salesforce Certifications (e.g., Financial Services Cloud).