Principal Solution Engineer - Strat FINS

Principal Solution Engineer – Strat FINS

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. This role interacts with the largest insurance and financial firms to demonstrate and deliver the latest Salesforce capabilities, with a strong focus on AI and AgentForce coding in workshops and collaborative environments.

Key Responsibilities

• Lead AI & AgentForce Workshops: Create, deliver, and manage high‑impact, interactive customer workshops, guiding executive stakeholders through AI capabilities and AgentForce deployment.
• Build PoCs and PoTs: Design and develop sophisticated Proof of Concepts and Proof of Technology in customer sandbox environments to validate architecture and prove feasibility.
• Co‑Innovate with Customers: Collaborate directly with customer technical and business teams to build prototype solutions, ensuring co‑ownership and technical validation.
• Translate Value: Articulate complex AI architectures and Agentic Use Cases into tangible business value summaries for C‑level financial executives.

Required Skills & Qualifications

• Deep AI Expertise: Proficiency in modern AI paradigms, including Large Language Models, prompt engineering, Retrieval‑Augmented Generation, and autonomous agent architectures.
• Hands‑on Builder: Proven experience building with modern AI tools, low‑code/pro‑code AI builders, and specifically AgentForce or equivalent autonomous agent frameworks.
• Environment Management: Experience configuring, testing, and deploying solutions within complex development orgs and customer sandbox environments.

Domain & Consultative Expertise

• FINS Acumen: Deep understanding of the Banking, Wealth Management, or Insurance verticals, including operational workflows, compliance considerations, and customer pain points.
• Value Engineering: Ability to identify and define Agentic Use Cases and map them to business ROI.
• Workshop Facilitation: Exceptional presentation and storytelling skills, with a track record of managing technical workshops for both technical and non‑technical audiences.

Benefits

Salesforce offers a comprehensive benefits package: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program.

EEO Statement

Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination with all employees and applicants for employment. Employees and potential employees are 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 any other classifications protected by law.

Compensation

Base salary range: $157,640 – $210,910 annually. In California and New York, and select cities in Boston, Chicago, Seattle, and Washington DC, the range is $173,460 – $231,980 per year. Compensation may include equity and benefits.