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Salesforce Lead Account SE 
India, Maharashtra, Mumbai 
913752521

Yesterday

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Job Details


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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