Salesforce · 10 hours ago
Solution Engineer, Financial Services - AI Innovation
United States
Full-time
Remote
Senior Level
$158K/yr - $211K/yr
5+ years expSalesforce is the #1 AI CRM, where humans with agents drive customer success together. The Core Solution Engineer focused on AI Innovation is a strategic pre-sales role that involves advising customers on utilizing the Salesforce Platform to transform their business processes through AI and Data solutions.
Agentic AIArtificial Intelligence (AI)Cloud ComputingCRMSaaSSales EnablementSoftware
Responsibilities
Lead deep discovery sessions to uncover complex business problems across various sub-sectors of the Financial Services industry
Identify and prioritize high-business-value use cases in which CRM, Agents and unified data can provide the most significant ROI
Build and present customized demonstrations that tell a compelling story of the customer and employee journeys, empowered by Salesforce technologies
Partner with Account Executives and the broader account team to develop technical sales strategies that align Salesforce’s platform and suite of AI-enabled products with the customer’s business requirements, and their long-term digital roadmap and architecture
Lead virtual and on-site Agentforce Workshops, guiding customers through the practical application of Embedded AI (prompts), Predictive AI, and Agents within their specific business context
Advise clients on how to effectively structure Agent Topics, craft precise Instructions, and define Actions (via Flow, Apex, or APIs) to ensure agents are helpful, professional, and safe
Help customers balance the generative flexibility of Probabilistic logic with rules-based Deterministic logic to ensure consistency, compliance and brand fidelity
Guide customers through best practices on how humans and agents interact seamlessly
Consult on Data 360 (Data Cloud) structures, advising on data ingestion and the creation of Data Libraries used for Retrieval-Augmented Generation (RAG) to ensure AI responses are grounded in trusted company data
Orchestrate and lead Proof-of-Concepts (POCs) and small-scale Pilots for Agentforce and Data 360, proving technical feasibility and business impact in the customer’s sandbox environment (for POC’s) and production environment (for Pilots)
Lead use case ideation and help customers identify the right Agentforce opportunities
Demonstrate through rapid prototyping how connected experiences come to life when the Salesforce platform is powered by a unified data layer and intelligent agents
Act as a bridge between the customer and Salesforce Product teams, providing feedback from the field to help shape the future of our AI and Data products
Navigate complex "Trust" conversations, explaining how the Einstein Trust Layer protects customer data while enabling powerful generative capabilities
Qualification
Required
B.S. Computer Science, Software Engineering, MIS, or equivalent relevant experience
Minimum of 5 years of professional experience in a technical pre-sales, consulting, or solution architecture role
Strong Business Acumen: Ability to take ambiguous business problems and define a clear, innovative path forward
Technical Breadth: Foundational knowledge of database and data lake technologies, web technologies (HTML/JS), and API integrations
Exceptional Communication: Solid oral, written, and presentation skills, with the ability to explain complex technical concepts to C-level executives
Travel: Ability to travel based on territory alignment and customer needs
Preferred
Salesforce Certifications: (e.g., AI Associate/Specialist, Data Cloud Consultant, or Administrator/Platform Developer)
AI & Data Proficiency: Familiarity with the concepts of Large Language Models (LLMs), Prompt Engineering, Vector Databases, and the mechanics of RAG
Workflow Expertise: Experience building automated workflows (e.g., Salesforce Flow) and understanding how they can be leveraged as 'Actions' for AI agents
Previous Experience: Prior success as a Solution Engineer for a CRM, Data Platform, or AI-focused technology company, OR hands-on experience implementing Salesforce in a Customer Environment
Benefits
Time off programs
Medical
Dental
Vision
Mental health support
Paid parental leave
Life and disability insurance
401(k)
Employee stock purchasing program
Company
Salesforce
Salesforce is a cloud-based software company that provides customer relationship management software and applications.
10001+ employees
H1B Sponsorship
Salesforce has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1883)
2024 (2296)
2023 (1850)
2022 (2849)
2021 (2124)
2020 (1960)
Funding
Current Stage
Public CompanyTotal Funding
$65.38MKey Investors
Starboard ValueEmergence CapitalHalsey Minor
2022-10-18Post Ipo Equity
2004-06-23IPO
2003-01-01Series Unknown· $1M
Leadership Team
Arundhati Bhattacharya
Chairman & Ceo Salesforce India
Marc Benioff
Chair & CEO
Recent News
2026-01-22
Benzinga.com
2026-01-21
Company data provided by crunchbase