Senior Salesforce PreSales Solution Engineer - Horizontal

Role overview

A senior individual contributor position partnering with sales leadership to shape winning Salesforce transformation opportunities within financial services. The work bridges business process understanding and platform expertise, translating complex client challenges into practical, high-value Salesforce solutions. The team is proactively connecting with strong candidates now in anticipation of future openings on the horizontal industry team.

Responsibilities

- Partner with account executives across the full sales cycle to qualify opportunities, shape technical strategy, and support pursuit execution - Lead discovery sessions mapping current-state processes, user needs, operational pain points, and desired business outcomes - Collaborate with industry subject matter experts to convert strategic objectives into concrete Salesforce solution approaches - Analyze business processes, surface improvement opportunities, and clearly communicate tradeoffs between business value, user experience, and implementation complexity - Design scalable architectures leveraging Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and modern integration patterns - Build tailored demonstrations, prototypes, proof-of-concepts, and executive presentations aligned to real client use cases - Lead the technical portions of proposals, RFIs, statements of work, and client-facing presentations - Coordinate with delivery leaders and solution architects so proposed solutions remain practical and implementable - Contribute reusable demos, reference architectures, solution assets, and pre-sales collateral - Capture engagement insights to refine offerings, sales plays, and reusable assets

Requirements

- 7+ years in solution engineering, enterprise consulting, solution architecture, or a comparable customer-facing role - Demonstrated success supporting enterprise Salesforce transformation initiatives and complex consulting pursuits - Deep familiarity with Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns - Ability to analyze processes and translate requirements into practical solution designs - Outstanding facilitation, presentation, communication, and executive engagement skills - Valid, active Salesforce Architect-level certifications

Nice to have

- Salesforce AI and Data Cloud certifications - Background supporting financial services or other regulated industry clients

Benefits and work setup

- Remote role with occasional client travel; candidates based in the Northeast United States preferred - Must be authorized to work in the United States without visa sponsorship - Must reside in one of a defined set of US states - Estimated compensation range of $155,000-$175,000 USD, with actual pay determined by experience, skills, location, and internal equity - Eligible for discretionary bonuses, commissions, or incentive programs in addition to base pay - Comprehensive benefits package including medical, dental, vision, 401(k), and paid time off