Lead Solution Engineer - BFSI

12 - 16 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for collaborating with Financial Services clients in Mumbai, crafting innovative customer engagement strategies, demonstrating Salesforces platform capabilities, and translating complex business needs into impactful solutions. Your role will involve engaging with senior stakeholders, including C-level executives, to create roadmaps and deliver transformational pitches that showcase Salesforces value. - 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 Salesforces 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. You should possess a degree or equivalent with 12+ years of experience in IT, consulting, or technology sales/implementation. Additionally, you should have proven experience in pre-sales or solution delivery within Financial Services, a strong ability to develop and present customer journey maps, use case demos, and solutions aligned with industry needs, and 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 is essential. Exceptional verbal, written, presentation, and interpersonal skills are required, along with experience working with large enterprise clients and engaging at the C-level. Preferred qualifications include Salesforce Certifications (e.g., SalesCloud, ServiceCloud, Financial Services Cloud) and prior experience as a Salesforce Solution or Sales Engineer in a CRM or similar tech environment.,

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