What You'll Do
- Lead technical and business discovery across complex enterprise banking accounts — running workshops, stakeholder sessions, and structured problem‑solving to uncover the real challenge behind the stated one.
- Build trusted partnerships with Sales — acting as a genuine co‑pilot to Account Executives, contributing commercial instinct alongside technical expertise, and showing up as a reliable, high‑performing teammate in the deals that matter most.
- Shape and deliver solution strategies that connect Salesforce's multi‑product platform to the specific priorities of UK retail, commercial, and corporate banking organisations.
- Build and demonstrate — whether that’s a polished executive demo, a rapid prototype, or a hands‑on proof of concept. You use working examples to make the story real.
- Develop AI and data points of view relevant to the banking context: agentic workflows, grounding and RAG architecture, Agentforce use cases, and how banks can govern and scale AI responsibly within FCA and PRA regulatory constraints.
- Navigate the enterprise buying process — working with technical and business buyers, steering through complex 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 right long‑term platform partner.
- Orchestrate internal resources — bringing in specialists, product SMEs, and delivery expertise at the right moments, and leaving teams better informed through what you share.
- Contribute to the SE community — sharing knowledge, raising the bar on what good looks like, and helping develop the broader UK Financial Services SE capability.
Required Skills
- Degree or equivalent relevant experience required. Experience will be evaluated based on core proficiencies such as extracurricular leadership, military experience, volunteer roles, or work experience.
- Relevant 9+ years of experience in the IT Industry, either pre‑sales or implementation of customer engagement solutions, supporting the sales cycle in selling CRM or high‑value business solutions.
- Financial services industry experience, specifically in banking (retail, corporate, commercial, or transaction banking). You understand how banks are structured, how decisions are made, and what pressures they operate under.
- Familiarity with UK regulatory context — FCA, PRA, Basel III/IV, Consumer Duty, DORA — and the ability to speak credibly about compliance, risk, and governance without overstating expertise.
- 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 fluently between commercial framing and technical depth.
- Excellent communication skills: structured, clear, and audience‑aware. You write well, present with conviction, and know when to listen.
- A working understanding of AI and its application in enterprise banking — including large language models, agentic workflows, and AI‑driven automation shaping customer engagement, operations, and compliance. You can hold a credible conversation about what’s possible and practical.
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 — Claude Code, Cursor, Agentforce, or equivalent — and the ability to build as well as 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.
- A 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
You bring enough industry knowledge to be taken seriously in senior conversations, enough curiosity to keep learning, and enough clarity in how you communicate to make complex ideas land with any audience.
- Prepare thoroughly — you think through the customer’s world before you walk into it, and your preparation shows.
- Build when it helps — you reach for a working example when words alone won’t make the story real.
- Earn trust steadily — through consistency, good judgment, and being someone colleagues and customers can rely on.
- Collaborate openly — you bring others in at the right moments, share what you know, and make the team better for it.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. Any employee or potential employee will be assessed on the basis of merit, competence, and qualifications—without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit.
We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants can opt‑in to the interview scheme as part of the application process.
