Principal Solution Engineer – UK Financial Services (Banking)
This senior individual‑contributor role blends business consulting, technical expertise, and customer strategy. You will partner with Account Executives, product teams, and customers to transform UK banks through Salesforce’s platform and AI capabilities.
Key Responsibilities
- Lead technical and business discovery across complex enterprise banking accounts – run workshops, stakeholder sessions, and structured problem‑solving to uncover real challenges.
- Build trusted partnerships with Sales as a genuine co‑pilot to Account Executives, contributing commercial instinct alongside technical expertise.
- Shape and deliver solution strategies that connect Salesforce’s multi‑product platform to priorities of UK retail, commercial, and corporate banking organisations.
- Build and demonstrate solutions via polished executive demos, rapid prototypes, or hands‑on proofs of concept, using working examples to make the story real.
- Develop AI and data viewpoints relevant to banking: agentic workflows, grounding, RAG architecture, Agentforce use cases, and governance within FCA and PRA regulatory constraints.
- Navigate the enterprise buying process, working with technical and business buyers, steering procurement, and driving consensus among senior stakeholders including C‑suite and board‑level sponsors.
- Respond to RFPs and RFIs with technically rigorous, commercially relevant content that positions Salesforce as the long‑term platform partner.
- Orchestrate internal resources by bringing in specialists, product SMEs, and delivery expertise at the right moments, sharing knowledge with teams.
- Contribute to the SE community by sharing knowledge, raising the bar on what good looks like, and helping develop the broader UK Financial Services SE capability.
Required Qualifications
- 9+ years of experience in the IT industry, preferably in pre‑sales or implementation of customer engagement solutions, sales cycle support, or high‑value business solutions.
- Financial services industry experience in banking (retail, corporate, commercial, or transaction banking).
- Understanding of UK regulatory context – FCA, PRA, Basel III/IV, Consumer Duty, DORA – with ability to speak credibly about compliance, risk, and governance.
- Strong grasp of enterprise technology architecture: cloud platforms, APIs, integration patterns, data infrastructure, and identity/security considerations.
- Proven ability to engage at C‑level with both business and technology audiences, adapting commercial framing to technical depth.
- Excellent communication skills: structured, clear, audience‑aware, with strong writing and presentation abilities.
- Working understanding of AI and its application in enterprise banking – large language models, agentic workflows, AI‑driven automation, and their impact on customer engagement, operations, and compliance.
Preferred Qualifications
- Direct experience in or knowledge of UK banking workflows such as KYC/AML, loan origination, mortgage servicing, treasury, corporate banking onboarding, or financial crime compliance.
- Hands‑on experience with agentic AI tools and practices (e.g., Claude, Code, Cursor, Agentforce) and the ability to build and advise.
- Experience with Salesforce Financial Services Cloud, Data Cloud, or the Agentforce AI platform.
- Salesforce certifications (Administrator, Platform Developer, FSC, AI Specialist or similar).
- Understanding of open banking and API‑led banking architectures.
- Track record of building or contributing to reusable assets – demo environments, competitive frameworks, industry‑specific POVs – that elevate the team beyond a single deal.
What We’re Really Looking For
- Preparedness – think through the customer’s world before meetings, demonstrating thorough preparation in every engagement.
- Value‑driven building – reach for working examples when words alone cannot convey the solution.
- Earn Trust – consistency, good judgement, reliability to colleagues and customers.
- Open Collaboration – bring others in at the right moments, share knowledge, and improve team effectiveness.
- Motivation by the problem‑solving craft and the satisfaction of helping customers find better paths forward.
Accommodations
If you need a reasonable accommodation during the application or recruiting process, please submit a request via our Accommodations Request Form.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. We do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, gender expression or identity, age, disability, veteran or marital status, political viewpoint, or any other classification protected by law.
