Principal Solution Engineer - Financial Services
InformaticaResponsibilities
- Analyze sophisticated customer business problems, define opportunity sets, and recommend practical next steps.
- Discover customer needs, analyze requirements, and position Salesforce multi-product solutions.
- Develop technical points of view on AI context architecture, including RAG, grounding, real-time data pipelines, agentic AI governance, and hybrid architecture.
- Conduct customer-facing hands-on workshops and partner on proofs of concept.
- Deliver executive-level and business-level software demonstrations and rapid prototypes.
- Build customized solutions for multiple customer personas using agentic coding tools.
- Evaluate options such as build versus buy and drive consensus among C-level collaborators and IT stakeholders.
- Lead cross-functional solution guides, align them with opportunity strategy, and share best practices with the Solution Engineering community.
- Travel as required based on territory alignment.
Requirements
- Bachelor’s degree in Computer Science, Software Engineering, MIS, or Business Technology.
- At least 5 years of professional experience in technology, consulting, solution engineering, sales engineering, software development, business analysis, or a related field.
- 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 across teams and work in fast-paced, customer-facing environments.
- Curiosity and willingness to learn emerging technologies, including AI, automation, and modern cloud platforms.
- Preferred experience in customer-facing technical roles such as Solution Engineering, Sales Engineering, Consulting, Architecture, Customer Success, or Software Development.
- Preferred experience as an architect, solution engineer, IT consultant, developer, or similar customer-facing professional.
- Preferred Financial Services experience, including regulatory requirements, risk mitigation, security, SOX, FINRA, SEC, KYC/AML, or loan origination concepts.
- Preferred experience with agentic coding solutions including Claude Code, Gemini, NotebookLM, Cursor, Codex, Agentforce Vibes, or similar tools.
- Salesforce certifications or prior solution/sales engineering experience for a CRM company are preferred.
- Hands-on experience building, implementing, or administering enterprise software is preferred.
Benefits
- Salesforce states that its benefits and resources support employee balance and well-being.
- The role includes travel as required based on territory alignment.
- Salesforce provides reasonable accommodation during the application or recruiting process.
Categories
About Informatica
Informatica (NYSE: INFA), a leader in AI-powered enterprise cloud data management, helps businesses unlock the full value of their data and AI. As data grows in complexity and volume, Informatica’s Intelligent Data Management Cloud™ delivers a complete, end-to-end platform with a suite of industry-leading, integrated solutions to connect, manage and unify data across any cloud, hybrid or multi-cloud environment. Powered by CLAIRE® AI, Informatica’s platform integrates natively with all major cloud providers, data warehouses and analytics tools— giving organizations the freedom of choice, avoiding vendor lock-in and delivering better ROI by enabling access to governed data, simplifying operations and scaling with confidence. Trusted by approximately 5,000 customers in nearly 100 countries—including over 80 of the Fortune 100—Informatica is the backbone of platform-agnostic, cloud data-driven transformation. Informatica. Where data and AI come to life.™ Contact: PR@informatica.com