Lead Account Solution Engineer
Salesforce16 hours ago
Milan, ItalyStaff+
Responsibilities
- Co-own account plans and white-space analysis with Account Executives for strategic Italian financial-services accounts.
- Lead discovery sessions, value workshops, executive briefings, business cases, and ROI narratives in Italian and English.
- Design end-to-end architectures and deliver tailored demos, proofs of concept, and technical validations.
- Lead technical win strategies, RFPs, competitive positioning, and partner coordination for complex multi-cloud deals.
- Address integration, security, compliance, regulatory, and data-residency considerations for banking and insurance customers.
- Mentor and coach Solutions Engineers, contribute to reusable Financial Services playbooks, and support team enablement and talent development.
- Collaborate with Product, Industry Solutions, Customer Success, Partners, and regional leadership to drive adoption and communicate customer feedback.
- Maintain accurate Salesforce opportunity and activity records and support pipeline reviews and forecast accuracy.
Requirements
- At least 8 years of experience in pre-sales, solution consulting, or architecture, with significant Financial Services experience in the Italian market.
- Proven experience leading technical strategy on large, strategic enterprise deals.
- Deep knowledge of CRM and digital transformation in banking, insurance, or wealth management.
- Strong understanding of generative and agentic AI, data unification, integration, and security.
- Executive presence, storytelling, and value-selling skills.
- Experience coaching or mentoring peers.
- Fluency in Italian and English.
- Bachelor's degree in Business, Computer Science, Engineering, or a related field.
- Preferred: Salesforce certifications in Financial Services Cloud, Agentforce, Data Cloud, or Solution Architect.
- Preferred: experience at an Italian financial institution, core-banking or insurance vendor, or consultancy.
- Preferred: hands-on experience with Agentforce Vibes, Claude Code, or Cursor for demos and configuration.
- Preferred: experience with regulated-industry compliance in the EU.
Benefits
- Salesforce provides benefits and resources intended to support balance and employee well-being.
- The position may include additional benefits and an incentive component tailored by grade level.
Categories
Solutions Engineering
About Salesforce
Salesforce builds cloud-based customer relationship management software and a broader Customer 360 platform for sales, service, marketing, commerce, and analytics, sold by subscription to businesses and public-sector organizations. Founded in 1999 and headquartered in San Francisco, it trades on the NYSE under the symbol CRM. Its portfolio includes Sales Cloud, Service Cloud, Marketing Cloud, MuleSoft integration, Tableau analytics, and Slack for collaboration, with extensive developer tools and APIs.