Also known as a " Pre -Sales Consultant" or "Sales Consultant," the Solution Engineer is responsible for presenting product offerings and architecture in the best light to prospects and customers, to evoke confidence in company’s technology infrastructure, and to remove all technical objections in the sales cycle. To accomplish this, the Solution Engineer must have a strong desire to leverage their technical and/or sales skills, including the ability to solicit business requirements, develop a technical sales strategy, configure and effectively demonstrate the solutions that address these requirements and provide business value.
- Understand the customer's needs, and establish Salesforce's product as the best solution that solves our customer's challenges.
- Build and present customized demos of Salesforce products.
- Convey deep knowledge of the customer's technology as it pertains to Salesforce's solutions
- Participate in all appropriate product, sales, and procedural trainings and certifications to acquire and maintain the knowledge necessary to be effective in the position
- Attain quarterly and annual objectives assigned by management
Typical Day of a Financial Services Solution Engineer:
- Facilitate outcome-focused dialogue to understand and define a customer’s business requirements by conducting discovery calls
- Partner with customers to develop a vision for their future on the Salesforce platform for both short and long term goals
- Make that vision come to life by configuring and presenting the art of the possible on our platform through a demonstration
- Participate in trainings and certifications to acquire and maintain skill sets
Desired Skills and Experience:
- Solid verbal, written, presentation and interpersonal skills
- Ability to understand customer's business goals and map those to the right technology solutions on the Salesforce platform and within our ecosystem of partners
- Ability to collaborate as part of a team to solve business and technical problems
- Passion for technology and desire to learn
Additional Background:
- 5+ years previous experience as a Solution/Sales Engineer or in a technical customer-facing role
- Financial Services industry preferred
- 10-30% regional travel is required
- B.S. Computer Science, Software Engineering, MIS or equivalent work experience
- Salesforce experience is a plus