FormativGroup · Remote/United States - Full - Time ·
Salesforce · Canada - Toronto
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Senior Salesforce Solution Engineer designs and pitches Salesforce-based digital transformations for financial-services clients, focusing on Insurance and Wealth & Asset Management.
The Senior Salesforce Presales Solution Engineer – Financial Services is a senior individual contributor who partners with Account Executives, Industry SMEs, Alliance teams, and Delivery leaders to shape winning Salesforce transformation opportunities. The role will focus primarily on Insurance and Wealth & Asset Management clients, with Banking as an additional area of coverage. This individual bridges business process and technology by understanding how clients operate today, identifying meaningful opportunities for improvement, and designing practical Salesforce solutions that create measurable business value. The ideal candidate combines strong consultative skills, relevant financial-services industry knowledge, and deep Salesforce expertise, exercising sound judgment to balance business outcomes, user experience, implementation complexity, and long-term maintainability.
Valid, live Salesforce Architect-level certifications required; AI and Data Cloud certifications are a plus.
Bachelor's degree in Business, Information Technology, or a related field preferred. Equivalent relevant experience will be considered. MBA or other advanced degree is a plus.
The Salesforce Solutions Engineer will receive a competitive compensation package commensurate with experience, including base salary, variable incentive compensation, and benefits.
This is a remote role with potential periodic client travel. Candidates located in the Northeast United States are preferred.
Applicants must be authorized to work for any employer in the United States. FormativGroup is unable to sponsor or assume sponsorship of an employment visa for this position.
Candidates must reside in one of the following locations: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC.
We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate’s experience, skills, education, work location, and internal equity.
In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.
FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms.
FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
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Aquiva Labs · United States