Lead, Account SE

Description

Key Responsibilities

• Solution Discovery & Design: Understand client needs through targeted discovery sessions; craft tailored Salesforce solutions aligned with business objectives.
• Customer Engagement: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas.
• Strategic Roadmaps: Build and articulate clear customer journey strategies and IT roadmaps, highlighting Salesforce’s value proposition.
• Business & Technical Consulting: Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders.
• Solution Selling: Support sales cycles with RFx responses, business cases, ROI analyses, and impactful demos.
• Client Collaboration: Partner with Business and IT teams, uncover challenges, and build out-of-the-box innovative solutions.
• Thought Leadership: Guide large enterprises on digital transformation, leveraging Salesforce for customer success.
• Territorial Engagement: Travel as required for client meetings and workshops.
  

Required Skills & Experience

• Degree or equivalent; 12+ years in IT, consulting, or technology sales/implementation.
• Proven experience in pre-sales or solution delivery within Financial Services (Banking, Insurance, Fintechs, NBFCs, Wealth/Asset Management).
• Strong ability to develop and present customer journey maps, use case demos, and solutions aligned with industry needs.
• In-depth understanding of the financial industry's key metrics, customer engagement processes, and ROI justification.
• Expertise in cloud computing, CRM, marketing automation, and related technologies.
• Exceptional verbal, written, presentation, and interpersonal skills.
• Experience working with large enterprise clients and engaging at the C-level.
  

Preferred Qualifications

• Salesforce Certifications (e.g., SalesCloud, ServiceCloud, Financial Services Cloud)
• Prior experience as a Salesforce Solution or Sales Engineer in a CRM or similar tech environment.