Principal Solution Engineer FINS
Job Summary
The Principal Solution Engineer in Strat FINS will interact with major insurance and financial firms to demonstrate and deliver advanced Salesforce capabilities. This role centers on AI-driven innovation, requiring the ability to facilitate technical workshops and develop sophisticated Proof of Concepts. You will serve as a bridge between complex AI architectures and tangible business value for C-level financial executives.
Responsibilities
- Lead high-impact AI and AgentForce workshops
- Develop Proof of Concepts (PoCs) and Proof of Technology (PoTs)
- Collaborate on prototype solutions with customer teams
- Translate complex AI architectures into business value for C-level executives
Required Skills
- Proficiency in LLMs, RAG, and autonomous agent frameworks
- Hands-on experience with AgentForce or equivalent builders
- Expertise in Banking, Wealth Management, or Insurance sectors
- Advanced workshop facilitation and storytelling skills
Job Details
Key Responsibilities:
- Lead AI & AgentForce Workshops: Create, deliver, and manage high-impact, interactive customer workshops, guiding executive stakeholders through AI capabilities and AgentForce deployment.
- Build PoCs and PoTs: Design and develop sophisticated Proof of Concepts (PoCs) and Proof of Technology (PoTs) within development orgs and customer sandbox environments to validate architecture and feasibility.
- Co-Innovate with Customers: Collaborate directly with customer technical and business teams to build prototype solutions, ensuring co-ownership and technical validation.
- Translate Value: Articulate complex AI architectures and Agentic Use Cases into tangible business value summaries that resonate with C-level financial executives.
Required Skills & Qualifications:
- Deep AI Expertise: Strong fluency in modern AI paradigms, including Large Language Models (LLMs), prompt engineering, Retrieval-Augmented Generation (RAG), and autonomous agent architectures.
- Hands-on Builder: Proven experience building with modern AI tools, low-code/pro-code AI builders, and specifically AgentForce or equivalent autonomous agent frameworks.
- Environment Management: Comfort working within complex development orgs and customer sandbox environments; ability to safely configure, test, and deploy prototype solutions.
- FINS Acumen: Deep understanding of the Banking, Wealth Management, or Insurance verticals, including operational workflows, compliance considerations, and customer pain points.
- Value Engineering: Ability to identify and define Agentic Use Cases (e.g., automated loan underwriting support, autonomous wealth advisory assistants, claims processing agents) and map them directly to business ROI.
- Workshop Facilitation: Exceptional presentation and storytelling skills, with a track record of managing technical workshops for both highly technical and non-technical business audiences.