Description
The Principal Solution Engineer in Strat FINS will interact with the largest insurance and financial firms to demonstrate and deliver the latest Salesforce capabilities to meet business needs. This includes a heavy emphasis on AI and Vibe coding in workshop and collaborative environments.
Key Responsibilities:
As a Solution Engineer in Strat FINS, your core focus will be driving technical alignment and showing concrete value through hands-on execution:
Lead AI & AgentForce Workshops: Create, deliver, and manage high-impact, interactive customer workshops. You will guide executive stakeholders through the art of the possible, focusing heavily on AI capabilities and AgentForce deployment.
Build PoCs and PoTs: Design and develop sophisticated Proof of Concepts (PoCs) and Proof of Technology (PoTs). You will be hands-on in development orgs and customer sandbox environments to validate architecture and prove feasibility.
Co-Innovate with Customers: Collaborate directly with customer technical and business teams to build prototype solutions, ensuring a deep sense of co-ownership and technical validation.
Translate Value: Articulate complex AI architectures and Agentic Use Cases into tangible business value summaries that resonate with C-level financial executives.
Required Skills & Qualifications:
AI Fluency & Technical Execution
Deep AI Expertise: Strong fluency in modern AI paradigms, including Large Language Models (LLMs), prompt engineering, Retrieval-Augmented Generation (RAG), and autonomous agent architectures.
Hands-on Builder: Proven experience building with modern AI tools, low-code/pro-code AI builders, and specifically AgentForce or equivalent autonomous agent frameworks.
Environment Management: Comfort working within complex development orgs and customer sandbox environments; ability to safely configure, test, and deploy prototype solutions.
Domain & Consultative Expertise
FINS Acumen: Deep understanding of the Banking, Wealth Management, or Insurance verticals, including their unique operational workflows, compliance considerations, and customer pain points.
Value Engineering: Ability to identify and define Agentic Use Cases (e.g., automated loan underwriting support, autonomous wealth advisory assistants, claims processing agents) and map them directly to business ROI.
Workshop Facilitation: Exceptional presentation and storytelling skills, with a track record of managing technical workshops for both highly technical and non-technical business audiences.