דרושים Senior Director Solution Engineering - Financial Services ב-Salesforce ב-India, Mumbai

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Mumbai, India

Key Responsibilities:

• Solution Discovery & Design: Understand client needs through targeted discovery sessions; craft tailored Salesforce solutions aligned with business objectives.
• Customer Engagement: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas.
• Strategic Roadmaps: Build and articulate clear customer journey strategies and IT roadmaps, highlighting Salesforce’s value proposition.
• Business & Technical Consulting: Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders.
• Solution Selling: Support sales cycles with RFx responses, business cases, ROI analyses, and impactful demos.
• Client Collaboration: Partner with Business and IT teams, uncover challenges, and build out-of-the-box innovative solutions.
• Thought Leadership: Guide large enterprises on digital transformation, leveraging Salesforce for customer success.
• Territorial Engagement : Travel as required for client meetings and workshops.
  

Required Skills & Experience

• Degree or equivalent; 12+ years in IT, consulting, or technologysales/implementation.
• Proven experience in pre-sales or solution delivery within Financial Services (Banking, Insurance, Fintechs, NBFCs, Wealth/Asset Management).
• Strong ability to develop and present customer journey maps, use case demos, and solutions aligned with industry needs.
• In-depth understanding of the financial industry's key metrics, customer engagement processes, and ROI justification.
• Expertise in cloud computing, CRM, marketing automation, and related technologies.
• Exceptional verbal, written, presentation, and interpersonal skills.
• Experience working with large enterprise clients and engaging at the C-level.

Preferred Qualifications

• Salesforce Certifications (e.g., SalesCloud, ServiceCloud, Financial Services Cloud)
• Prior experience as a Salesforce Solution or Sales Engineer in a CRM or similar tech environment.

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Posting Statement

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• Location: Mumbai, IndiaRole Overview

  Key Responsibilities:

  • Solution Discovery & Design: Understand client needs through targeted discovery sessions; craft tailored Salesforce solutions aligned with business objectives.
  • Customer Engagement: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas.
  • Strategic Roadmaps: Build and articulate clear customer journey strategies and IT roadmaps, highlighting Salesforce’s value proposition.
  • Business & Technical Consulting: Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders.
  • Solution Selling: Support sales cycles with RFx responses, business cases, ROI analyses, and impactful demos.
  • Client Collaboration: Partner with Business and IT teams, uncover challenges, and build out-of-the-box innovative solutions.
  • Thought Leadership: Guide large enterprises on digital transformation, leveraging Salesforce for customer success.
  • Territorial Engagement : Travel as required for client meetings and workshops.
    

  Required Skills & Experience

  • Degree or equivalent; 15+ years in IT, consulting, or technologysales/implementation.
  • Proven experience in pre-sales or solution delivery within Financial Services (Banking, Insurance, Fintechs, NBFCs, Wealth/Asset Management).
  • Strong ability to develop and present customer journey maps, use case demos, and solutions aligned with industry needs.
  • In-depth understanding of the financial industry's key metrics, customer engagement processes, and ROI justification.
  • Expertise in cloud computing, CRM, marketing automation, and related technologies.
  • Exceptional verbal, written, presentation, and interpersonal skills.
  • Experience working with large enterprise clients and engaging at the C-level.

  
  Preferred Qualifications

  • Salesforce Certifications (e.g., SalesCloud, ServiceCloud, Financial Services Cloud)
  • Prior experience as a Salesforce Solution or Sales Engineer in a CRM or similar tech environment.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and

If you require assistance due to a disability applying for open positions please submit a request via this.

Posting Statement

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Job Details

Overview of the Role:

Responsibilities:

• Primary pre-sales technical authority for all aspects of AI usage within the Salesforce product portfolio - existing Einstein ML based capabilities and new (2023) generative AI
• Majority of time (60%+) will be customer/external facing
• Evangelisation of Salesforce AI capabilities
• Assessing customer requirements and use cases and aligning to these capabilities
• Solution proposals, working with Architects and wider Solution Engineer (SE) teams
• Building referencemodels/ideas/approachesfor inclusion of GPT based products within wider Salesforce solution architectures, especially involving Data Cloud
• Alignment with customer security and privacy teams on trust capabilities and values of our solution(s)
• Presenting at multiple customer events from single account sessions through to major strategic events (World Tour, Dreamforce)
• Representing Salesforce at other events (subject to PM approval)
• Sales and SE organisation education and enablement e.g. roadmap - all roles across all product areas
• Bridge/primary contact point to product management
• Provide thought leadership in how large enterprise organisation can drive customer success through digital transformation.
• Ability to uncover the challenges and issues a business is facing by running successful and targeted discovery sessions and workshops.
• Be an innovator who can build new solutions using out-of-the-box thinking.
• Demonstrate business value of our AI solutions to business using solution presentations, demonstrations and prototypes.
• Build roadmaps that clearly articulate how partners can implement and accept solutions to move from current to future state.
• Deliver functional and technical responses to RFPs/RFIs.
• Work as an excellent teammate by chipping in, learning and sharing new knowledge.
• Demonstrate a conceptual knowledge of how to integrate cloud applications to existing business applications and technology.
• Lead multiple customer engagements concurrently.
• Be self-motivated, flexible, and take initiative.|

RequiredQualifications:

• Experience will be evaluated based on the core proficiencies of the role.
• 4+ years working directly in the commercial technology space with AI products and solutions.
• Data knowledge - Data science, Data lakes and warehouses, ETL, ELT, data quality
• AI knowledge - application of algorithms and models to solve business problems (ML, LLMs, GPT)
• 10+ years working in a sales, pre-sales, consulting or related function in a commercial software company
• Strong focus and experience in pre-sales or implementation is required.
• Experience in demonstrating Customer engagement solution, understand and drive use cases, customer journeys, ability to draw ‘Day in life of’ across different LOBs.
• Business Analysis/ Business case/return on investment construction.
• Demonstrable experience in presenting and communicating complex concepts to large audiences
• A broad understanding of and ability to articulate the benefits of CRM, Sales, Service and Marketing cloud offerings
• Strong verbal and written communications skills with a focus on needs analysis, positioning, business justification, and closing techniques.
• Continuous learning demeanor with a demonstrated history of self enablement and advancement in both technology and behavioural areas.
• PreferredQualifications:
• expertise in an AI related subject (ML, deep learning, NLP etc.)
• Familiar with technologies such as OpenAI, Google Vertex, Amazon Sagemaker, Snowflake, Databricks etc

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and

If you require assistance due to a disability applying for open positions please submit a request via this.

Posting Statement

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Job Details

• Leverage deep Financial Services domain expertise to tailor Salesforce solutions to industry-specific challenges, ensuring alignment with customer needs and regulatory requirements.
• Lead and develop a high-performing team of Solution Engineers (SEs) focused on Financial Services.
• Drive Salesforce’s AI + Data + CRM value proposition, demonstrating how our solutions transform customer experiences and business outcomes.
• Establish trusted partnerships with Sales Leadership to drive predictable and consistent business growth.
• Build competencies across the Salesforce ecosystem, including ISV partners, system integrators, and professional services.
• Collaborate with internal teams such as Sales, Marketing, Customer Success, and Product Management to align strategies and deliver maximum value to customers.

• Partner strategically with Sales Leadership to drive scale, innovation, and exceptional business growth.
• Cultivate a collaborative and high-impact pre-sales team, fostering innovation and professional development.
• Provide hands-on pre-sales leadership, including account planning, pipeline progression, product demonstrations, and executive engagement.
• Collaborate across Salesforce’s broader Solutions teams to showcase the full power of our portfolio, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, MuleSoft, Tableau, and Slack.
• Leverage industry expertise to drive process improvements and innovation within the Solutions and Sales organizations.

• 15+ years of experience in sales, pre-sales, or related roles within a commercial software company.
• 10+ years of experience in the Financial Services industry across Banking, Insurance, Payments, or Fintech.
• 5+ years of experience leading and mentoring high-performing pre-sales teams.
• Deep understanding of Financial Services trends, regulatory challenges, and digital transformation strategies.
• Strong communication and executive presence, with expertise in needs analysis, solution positioning, business justification, and closing strategies.
• Degree or equivalent experience in business, technology, or a related field.

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Posting Statement

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Job Details

Typical Day of a Solution Engineer:- Insightful Discovery: Lead outcome-driven conversations to deeply understand and define customer business requirements during discovery calls.- Dynamic Demonstrations: Bring visions to life through compelling product demonstrations, showcasing the versatility and potential of our platform.
- Continuous Growth: Engage in ongoing training and certification programs to expand and maintain expertise, staying ahead of industry trends.Specific Responsibilities:
- Be an innovator who can build new solutions using out-of-the-box thinking.- Build roadmaps that clearly articulate how partners can implement and accept solutions to move from current to future state.- Deliver functional and technical responses to RFPs/RFIs.- Be self-motivated, flexible, and take initiative.
Required Skills:
- Degree or equivalent relevant experience required. Experience will be evaluated based on the core proficiencies or the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
- A minimum of 4+ yrs of relevant experience in the IT Industry, either pre-sales or implementation of customer engagement solutions, supporting the sales cycle in selling CRM or high value business solutions.-
- Strong focus and experience in pre-sales or implementation is required.- A broad understanding of and ability to articulate the benefits of Cloud Computing, SFA, Service & Support, Marketing and Mobile solutions.- Outstanding presentation and demonstration skills.

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Posting Statement

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Responsibilities:

• Exceed CSG Success Cloud growth and bookings, ensure organizational health and customer satisfaction goals as a regional leader

• Utilize industry expertise and business acumen to understand a customer's motivation, business drivers, strategic goals and objectives, and desired business outcomes.

• Engage customers, especially C-Level, using a consultative selling approach that positions Salesforce and yourself as a long-term trusted advisor relationship

• Create a compelling vision and clearly communicate our transformative solutions with the goal of generating significant success and business value from a customer's investment in the Salesforce Platform.

• Develop and manage a territory plan and a personalized account plan for each customer, which aligns with their business goals. Forecast accurately and timely, build a pipeline and progress opportunities to deliver Success Cloud YOY revenue growth

• Form a strong relationship with the License Sales organization and regional Alliances/Partner organizations that are instrumental to success.

• Be a recognized role model for collaboration, leadership and overall business results.

Preferred Qualifications & Skills:

• 15+ years of consultative sales experience with a proven record of consistently exceeding quota of which, 5+ years experience selling and/or delivering professional services for a strategic consulting firm or large scale system integrator

• Demonstrated ability to develop and maintain C-level relationships where you are recognized as a trusted advisor

• Experience growing accounts with large and complex pursuits ($M+)

• Highly collaborative and excels in a complex, matrixed environment

• Team player with strong interpersonal skills

• Ability to thrive in a fast-paced, unpredictable environment

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Posting Statement

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Job Details

• Job Description:

  We have an outstanding opportunity for an expert Solutions Engineer to work with our outstanding Financial Services customers in crafting ground-breaking customer engagement roadmaps demonstrating the Salesforce applications and platform in Mumbai, India! The successful applicant will have a track record of working with financial services organisations in driving business outcomes through technology solutions, with experience in engaging at the C-level with Business and Technology groups.

  
  Specific Responsibilities

  * Provide thought leadership in how large enterprise organisations can drive customer success through digital transformation.
  * Ability to uncover the challenges and issues a business is facing by running successful and targeted discovery sessions and workshops.
  * Be an innovator who can build and demonstrate new solutions using out-of-the-box thinking.
  * Engage with business users to build solution presentations, demonstrations and prototypes.
  * Build roadmaps that clearly articulate how partners can implement and accept solutions to move from current to future state.
  * The ability to authoritatively present and articulate the business value to managers and executives of all levels.
  * Deliver functional and technical responses to RFPs/RFIs.
  * Work as an excellent teammate by chipping in, learning and sharing new knowledge.
  * Demonstrate a conceptual knowledge of how to integrate cloud applications to existing business applications and technology
  * Engage with IT around the technical and enterprise architecture.
  * Lead multiple customer engagements concurrently.
  * Be self-motivated, flexible, and take initiative.
  

  Required Skills

  * Degree or equivalent relevant experience required. Experience will be evaluated based on the core proficiencies or the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
  * Relevant years of confirmed experience in the IT Industry, either pre-sales or implementation of customer engagement solutions, supporting the sales cycle in selling CRM or high value business solutions
  * Strong focus and experience in pre-sales or implementation in financial services industry for large enterprise customers(Banks/insurance/fintechs/NBFCs)is required
  * Experience in demonstrating Customer engagement solution, understand and drive use cases, customer journeys, ability to draw ‘Day in life of’ across different LOBs in the financial services industry
  * Knowledge in EnterpriseArchitecture/SolutionArchitecture/TechnicalArchitecture from a customer engagement perspective
  * Knowledge on Key critical metrics supervised in financial industry from a customer engagement perspective
  * Business Analysis/ Business case/return on investment construction.
  * Experience in sophisticated solution selling to Enterprise customers within the Financial Services industry.
  * A broad understanding of and ability to articulate the benefits of Cloud Computing, SFA, Service & Support, Marketing and Mobile solutions.
  * Strong verbal and written communications skills with a focus on needs analysis, positioning, business justification, and closing techniques.
  * Outstanding presentation and demonstration skills.

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Posting Statement