Lead Solution Engineer

Overview

Lead Solution Engineer role collaborating with Financial Services clients to design Salesforce-based solutions and guide senior stakeholders on transformational strategies.

What you'll do

• Run solution discovery sessions to understand client needs.
• Deliver live demos, prototypes, and presentations for different client personas.
• Build customer journey strategies and IT roadmaps aligned to Salesforce value.
• Lead cross-functional teams to develop comprehensive business and technical solutions.
• Support sales cycles with RFx responses, business cases, ROI analyses, and demos.
• Partner with Business and IT teams to uncover challenges and propose innovative solutions.

What you'll need

• Have a degree or equivalent education.
• Bring 10+ years in IT, consulting, or technology sales/implementation.
• Have pre-sales or solution delivery experience in Financial Services.
• Be able to develop and present customer journey maps, use case demos, and industry-aligned solutions.
• Have in-depth understanding of financial industry metrics, customer engagement processes, and ROI justification.
• Have expertise in cloud computing, CRM, and marketing automation.

Details

• Location: India - Gurgaon.
• Travel is required for client meetings and workshops.