Strategic Solution Engineer - Financial Services

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Job Category

Sales

Job Details

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We are seeking a highly skilled and experienced Strategic Solution Engineer to join our team in Philippines, focusing on the Financial Services industry. The Strategic Solution Engineer is responsible for presenting Salesforce's product offerings and architecture in the best light to prospects and customers, instilling confidence in our technology, and addressing all technical objections in the sales cycle. This role goes beyond traditional solution engineering to focus on industry-specific strategy, thought leadership, and go-to-market execution. The Strategic SE must have a strong desire to leverage their technical, sales, and industry expertise to drive pipeline, engage key stakeholders, and influence industry-wide digital transformation.

Key Responsibilities:
● Serve as a thought leader with a strong point of view, both internally and
externally, within the Financial Services domain in Philippines
●  Establish strong technical credibility and professional rapport with customers, partners, and internal collaborators.
●  Contribute to pipeline creation, working closely with account teams to identify and develop new opportunities.
●  Lead local industry technical go-to-market (GTM) strategies and craft
Salesforce's industry point of view (POV).
●  Develop and deliver compelling demonstrations, business value assessments, and go-to-market assets that resonate with Financial Services customers.
●  Engage in market awareness activities, including speaker engagements, industry forums, and thought leadership content.
●  Act as the voice of Philippines Financial Services customers to the Product and Global CoE teams, providing feedback to advise roadmap decisions.
●  Collaborate across Salesforce's global teams to ensure consistency in messaging, approach, and execution.
●  Work with partners in the local market to align on industry messaging, competitive positioning, and ecosystem engagement.
●  Provide competitive insights to help advise go-to-market positioning and
customer strategies.
●  Drive multiplier impact on strategic accounts, ensuring scalable success across the Financial Services industry.
●  Educate internal teams on industry trends, challenges, and best practices to
improve collective expertise.
●  Focus on strategic opportunities, accounts, and industry motions, delivering
industry-specific innovation.
●  Participate in all appropriate training and certifications to maintain deep product and industry expertise.
●  Meet and exceed quarterly and annual objectives as assigned by management.

Updated Qualifications:
●  7-10 years of experience as a solution/sales engineer for a CRM company or
similar technology, or 7-10 years of relevant experience within the Financial
Services industry.
●  Experience with data technologies relevant to the financial industry (e.g., data warehousing solutions, big data platforms) and a strong understanding of
cross-cloud technologies.
●  Knowledge of related applications, relational database, web technology, and
cybersecurity.
●  Crucial to demonstrate a deep understanding of key Financial Services industry processes in Philippines, including:
○  Customer Relationship Management (CRM) in banking and insurance
○  Loan origination and servicing
○  Claims processing
○  Risk management and compliance (e.g., KYC, AML)
○  Digital banking and payment systems
○  Wealth management
●  Demonstrated ability to identify and articulate appropriate AI use cases within Financial Services, such as:
○  Fraud detection
○  Personalized financial advice
○  Chatbots for customer service
○  Algorithmic trading
○  Risk assessment

Preferred Qualifications:
●  Bachelor's degree in Computer Science, Software Engineering, MIS, or equivalent work experience.
●  Experience with Design Thinking, Consulting methodologies, and Enterprise
Architecture.
●  Business case/value engineering experience to drive compelling points of view.
●  Strong oral, written, presentation, collaboration, and interpersonal communication and relationship skills in English and Tagalog
●  Proven time management skills in a dynamic team environment.
●  Ability to work as part of a team to solve problems in dynamic, energizing
environments.
●  Inquisitive, practical, and passionate about technology and sharing knowledge

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

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