Lead Account Solution Engineer

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; 10+ years in IT, consulting, or technology sales/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.