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Job Description
Structured overview of role & requirementsAbout This Role
Lead solution discovery and design tailored Salesforce solutions for Financial Services clients, aligning with their business objectives.
Engage and present Salesforce capabilities through demos and strategic roadmaps to senior stakeholders including C-level executives.
Drive complex solution selling including RFx responses, ROI analyses, and consult on digital transformation leveraging Salesforce technologies.
Minimum Requirements
10+ years of experience in IT, consulting, or technology sales/implementation.
Proven pre-sales or solution delivery experience within Financial Services (Banking, Insurance, Fintechs, NBFCs, Wealth/Asset Management).
Expertise in cloud computing, CRM, marketing automation, and related technologies.
Experience engaging with large enterprise clients and C-level executives.
Ideal Candidate Profile
Strong ability to develop and present customer journey maps, use case demos, and industry-aligned solutions.
In-depth understanding of financial industry metrics, customer engagement processes, and ROI justification.
Experience in leading cross-functional teams and delivering strategic IT roadmaps and transformational pitches in complex enterprise environments.