Senior Director, Solution Engineering - Financial Services

Director/Senior Director, Financial Services Pre-Sales

We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you've come to the right place.

The Opportunity: We are looking for an experienced leader to drive our Financial Services pre-sales team. If you are passionate about enabling customers with cutting-edge AI-driven solutions, fostering a culture of learning, and shaping the future of the financial services industry with Salesforce, this is the role for you. As a leader in this role, you will:

1. Leverage deep Financial Services domain expertise to tailor Salesforce solutions to industry-specific challenges, ensuring alignment with customer needs and regulatory requirements.
2. Lead and develop a high-performing team of Solution Engineers (SEs) focused on Financial Services.
3. Drive Salesforce's AI+ Data + CRM value proposition, demonstrating how our solutions transform customer experiences and business outcomes.
4. Establish trusted partnerships with Sales Leadership to drive predictable and consistent business growth.
5. Build competencies across the Salesforce ecosystem, including ISV partners, system integrators, and professional services.
6. Collaborate with internal teams such as Sales, Marketing, Customer Success, and Product Management to align strategies and deliver maximum value to customers.

Your Responsibilities:

• Partner strategically with Sales Leadership to drive scale, innovation, and exceptional business growth.
• Cultivate a collaborative and high-impact pre-sales team, fostering innovation and professional development.
• Provide hands-on pre-sales leadership, including account planning, pipeline progression, product demonstrations, and executive engagement.
• Collaborate across Salesforce's broader Solutions teams to showcase the full power of our portfolio, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, MuleSoft, Tableau, and Slack.
• Leverage industry expertise to drive process improvements and innovation within the Solutions and Sales organizations.

Required Qualifications:

• 15+ years of experience in sales, pre-sales, or related roles within a commercial software company.
• 10+ years of experience in the Financial Services industry across Banking, Insurance, Payments, or Fintech.
• 5+ years of experience leading and mentoring high-performing pre-sales teams.
• Deep understanding of Financial Services trends, regulatory challenges, and digital transformation strategies.
• Strong communication and executive presence, with expertise in needs analysis, solution positioning, business justification, and closing strategies.
• Degree or equivalent experience in business, technology, or a related field.

Join us at Salesforce and be part of the team shaping the future of Financial Services with AI, Data, and CRM.