Principal Solution Engineer - Financial Services

Job Category: Sales

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we’re looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce’s core values at the heart of it all.

Role Overview

The Principal Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts across the Financial Services vertical. As a dynamic blend of business consultant and technologist, you will act as the “front door for IT,” navigating deeper technical waters to help customers connect with their clients in new ways.

Key Responsibilities

• A Solution Engineer plays a pivotal role in aligning innovative strategies to technology solutions within complex accounts. This role focuses on partnering with clients and collaborating with internal team members to drive consensus on multi-product technology solutions across the various Salesforce product lines.
• Solutions Engineers work on a wide array of assignments including business development, operations and IT strategies, as well as product demonstrations.
• Business Problem Solving & Solutioning: Take ambiguous and sophisticated business problems, define the opportunity set, and recommend practical next steps. Discover customer business needs, analyze requirements, and ultimately position the best Salesforce multi-product solutions.
• AI & Data Strategy: Develop technical points of view on the Context Architecture for AI, Agentic AI Governance, and Hybrid Architecture. Conduct customer-facing workshops and partner to execute POCs.
• Connect Experiences: Demonstrate through executive-level and business-level software demos and rapid prototyping how connected experiences come to life. Build customized solutions tailored to multiple personas, showcasing how Salesforce accelerates their business strategies.
• Innovation & Consensus Management: Evaluate solution options and drive consensus among key C-level collaborators and IT stakeholders.
• Cross-Functional Orchestration: Lead cross-functional solutions guides, align them to the opportunity strategy, and share best practices with the broader Solution Engineering community.

Required Qualifications

• Bachelor’s degree in Computer Science, Software Engineering, MIS, or Business Technology.
• 5+ years of professional experience in technology, consulting, solution engineering, sales engineering, software development, business analysis, or related fields.
• Understanding of enterprise software applications, cloud technologies, databases, APIs, and web technologies.
• Strong problem-solving and analytical skills with the ability to simplify complex topics.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Ability to collaborate effectively across teams and work in fast-paced, customer-facing environments.
• Curiosity and willingness to learn emerging technologies, including AI, automation, and modern cloud platforms.
• Ability to travel as required based on territory alignment.

Preferred Qualifications

• Experience in a customer-facing technical role such as Solution Engineering, Sales Engineering, Consulting, Architecture, Customer Success, or Software Development.
• Proven experience working as an architect, solution engineer, IT consultant, developer, or similar position in a customer-facing role.
• Industry experience in Financial Services, with an understanding of regulatory requirements, risk mitigation, and security such as SOX, FINRA, SEC, or core concepts like KYC/AML and loan origination.
• Experience working with agentic code solutions such as Claude Code, Gemini, NotebookLM, Cursor, Codex, Agentforce Vibes.
• Salesforce Certifications and/or previous experience as a solution/sales engineer for a CRM company.
• Hands‑on experience in roles that required building, implementing, or administering enterprise software.

Benefits

For Ontario‑based roles, the base salary hiring range for this position is CAD 162,890 to CAD 212,890 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

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. At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.

For Ontario-based roles, the base salary hiring range for this position is CAD 162,890 to CAD 212,890 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

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