Principal Solution Engineer - Financial Services, Banking

We're looking for a Principal Solution Engineer to join Salesforce's UK Financial Services team, focused on Banking. This senior individual‑contributor role blends business consulting, technical credibility and customer strategy to help the UK’s largest financial institutions transform how they engage with customers, manage risk and drive operational change.

Responsibilities

• 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 – using working examples to make the story real.
• Develop AI and data viewpoints relevant to the banking context, such as 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.
• Prepare thoroughly, think through the customer's world before you walk into it.
• Build when it helps, bring working examples when words alone won’t make the story real.
• Earn trust steadily through consistency, good judgement and the ability to be relied on by colleagues and customers.
• Collaborate openly, bring others in at the right moments, and make the team better for it.
• Be genuinely motivated by problem‑solving and the craft of well‑built demos, and by helping a customer see a better path forward.

Qualifications

• Degree or equivalent relevant experience required.
• 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).
• Understanding of UK regulatory context – FCA, PRA, Basel III/IV, Consumer Duty, DORA – and the 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 between commercial framing and technical depth.
• Excellent communication skills – structured, clear, audience‑aware, strong written and presentation abilities.
• Working understanding of AI and its application in enterprise banking – large language models, agentic workflows and AI‑driven automation.
• Direct experience 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 such as 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.
• Industry knowledge that allows you to be taken seriously in senior conversations, curiosity to keep learning as the landscape shifts, and clarity in communication to make complex ideas land with any audience.

Legal compliance: All qualified applicants are encouraged to apply. Salesforce is an Equal Opportunity Employer.