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Salesforce Lead Solution Engineer - BFSI 
India, Maharashtra, Mumbai 
349677908

20.03.2025

Job Category

Job Details

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 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.

  • 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 12+ Yrs of 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(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 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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