At a Glance
- Tasks: Lead innovative solutions for Financial Services, transforming customer experiences with cutting-edge technology.
- Company: Salesforce, the #1 AI CRM, driving workforce transformation and innovation.
- Benefits: Flexible work options, competitive salary, and resources for personal and professional growth.
- Other info: Inclusive culture with opportunities for career advancement and personal development.
- Why this job: Join a dynamic team to shape the future of AI in Financial Services.
- Qualifications: Experience in solution engineering and strong communication skills are essential.
The predicted salary is between 70000 - 90000 £ per year.
We are looking for an outstanding Lead Solution Engineer to join our Commercial Solution Engineering team, focused on our Financial Services customer segment.
What is a Solution Engineer? Also known as a ‘Presales Consultant’, ‘Sales Consultant’, or ‘Sales Engineer’, the Solution Engineer is responsible for owning the solutions throughout the sales cycle and delivering thought leadership to companies to transform their customer’s experience. Solution Engineers are part of the UKI Sales team and are experts who work alongside their colleagues, participate in building our team culture and support their aligned sales team to create AI, Data, and CRM solutions for new prospects and customers. To accomplish this, you should have a strong desire to set the vision translating business objectives into enticing and practical recommendations.
The Solution Engineer acts as a trusted advisor to our Financial Services customers (spanning Banking, Insurance, and Wealth Management) while aiding the customer’s transformational journey. In addition to working on sales opportunities and supporting marketing events, you will also get a chance to work on exciting critical initiatives to drive continuous improvement within the Solution Engineering team and to grow your personal profile within Salesforce. We are seeking a candidate who embodies Salesforce’s core values: Trust, Customer Success, Innovation, and Equality.
Your Responsibilities:
- To develop and deliver innovative custom solutions, including solution concepts to key decision makers to address their business issues and needs showing business value.
- Coordinate and lead the entire solution cycle through close collaboration with other high-performing teams.
- Financial Services industry experience, incorporating and developing a point of view based on Salesforce’s Financial Services Cloud (FSC) and broader solutions.
- To fully understand and clearly articulate the benefits of Salesforce to customers at every level, examples include; Administration/IT Staff, managers and 'C' level executives.
- Present compelling Salesforce & partner solutions while supporting relationships with customers and partners.
- Display initiative, self motivation and deliver high quality results along with meeting all expectations.
Personal Attributes/Experience:
- Understanding the unique business and regulatory requirements of customers within the Financial Services ecosystem and translating/presenting those needs into a compelling vision and roadmap for our customers.
- Track record of solution engineering, consultancy, delivery or training success for a software solution organisation. We are open to a variety of backgrounds for the role.
- Solid oral, written, presentation and interpersonal communication and relationship skills.
- Proven time management skills in a dynamic team environment.
- Ability to work as part of a team to solve problems in dynamic, energising environments.
- Inquisitive, practical and passionate about technology and sharing knowledge.
- Likes to be the first to know something and to understand why and how things happen.
- Good at searching out information and experimenting, loves to concentrate on a particular topic and to solve puzzles.
- Good at explaining ideas and finding ways to keep people’s attention.
- Willing and able to travel occasionally.
- Degree or equivalent proven experience required. Experience will be evaluated based on the core proficiencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination.
Lead, Solution Engineer, Commercial (GB) - Financial Services in London employer: Salesforce, Inc.
Salesforce is an exceptional employer that champions innovation and inclusivity, making it a prime choice for professionals in the Financial Services sector. With a flexible office environment in London, employees benefit from a culture that prioritises personal growth, collaboration, and the opportunity to work with cutting-edge AI technology. The company’s commitment to employee well-being and development ensures that you can thrive both personally and professionally while contributing to transformative solutions for clients.
StudySmarter Expert Advice🤫
We think this is how you could land Lead, Solution Engineer, Commercial (GB) - Financial Services in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Salesforce, Inc.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Lead, Solution Engineer, Commercial (GB) - Financial Services in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Salesforce, Inc..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Salesforce, Inc.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Salesforce, Inc.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Salesforce, Inc..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Salesforce, Inc. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Salesforce, Inc. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
