At a Glance
- Tasks: Lead innovative solutions for Financial Services, transforming customer experiences with cutting-edge technology.
- Company: Join Salesforce, a leader in AI and CRM solutions with a commitment to inclusivity.
- Benefits: Enjoy competitive pay, flexible work options, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on collaboration and personal development.
- Why this job: Make a real impact by shaping the future of financial services through technology.
- Qualifications: Experience in solution engineering and strong communication skills are essential.
The predicted salary is between 80000 - 100000 £ 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.
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.)
Accommodations
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
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 are welcome to opt‑in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.
Posting Statement
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. Know your rights: workplace discrimination is illegal. 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. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
Lead, Solution Engineer, Commercial (GB) - Financial Services employer: Salesforce
Salesforce is an exceptional employer that fosters a dynamic and inclusive work culture, particularly for the Lead Solution Engineer role in the Financial Services sector. With a strong commitment to employee growth, we offer extensive training and development opportunities, empowering our team members to innovate and excel in delivering cutting-edge AI, Data, and CRM solutions. Located in the UK, our collaborative environment encourages creativity and teamwork, making it a rewarding place for those passionate about technology and customer transformation.
StudySmarter Expert Advice🤫
We think this is how you could land Lead, Solution Engineer, Commercial (GB) - Financial Services
✨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. 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
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.
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'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
✨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.
✨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 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 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.