Principal Solution Engineer - Financial Services, Banking

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Job Category

Sales

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

We're looking for a Principal Solution Engineer to join Salesforce's UK Financial Services team, focused on Banking. This is a senior individual contributor role at the intersection of business consulting, technical credibility, and customer strategy — working with some of the UK's most significant financial institutions.

You'll partner closely with Account Executives, product teams, and customers to shape how Salesforce's platform and AI capabilities can transform how banks engage with their customers, manage risk, and drive operational change. You'll be a trusted advisor, a hands-on builder, and a commercial thinker — often in the same conversation.

This isn't a role for someone who presents slides and moves on. It's for someone who digs into the customer's world, earns the right to be in the room at senior levels, and turns complex problems into compelling, credible solutions.

What You'll Do

• Lead technical and business discovery across complex enterprise banking accounts — running workshops, stakeholder sessions, and structured problem-solving to uncover the real challenge behind the stated one.
• Build trusted partnerships with Sales — acting as a genuine co-pilot to Account Executives, contributing commercial instinct alongside technical expertise, and showing up as a reliable, high-performing teammate in the deals that matter most.
• Shape and deliver solution strategies that connect Salesforce's multi-product platform to the specific priorities of UK retail, commercial, and corporate banking organisations.
• Build and demonstrate — whether that's a polished executive demo, a rapid prototype, or a hands-on proof of concept. You use working examples to make the story real.
• Develop AI and data points of view relevant to the banking context: agentic workflows, grounding and RAG architecture, Agentforce use cases, and how banks can govern and scale AI responsibly within FCA and PRA regulatory constraints.
• Navigate the enterprise buying process — working with technical and business buyers, steering through complex procurement, and driving consensus among senior stakeholders including C-suite and board-level sponsors.
• Respond to RFPs and RFIs with technically rigorous, commercially relevant content that positions Salesforce as the right long-term platform partner.
• Orchestrate internal resources — bringing in specialists, product SMEs, and delivery expertise at the right moments, and leaving teams better informed through what you share.
• Contribute to the SE community — sharing knowledge, raising the bar on what good looks like, and helping develop the broader UK Financial Services SE capability.

Required Skills

• Degree or equivalent relevant experience required. Experience will be evaluated based on the core proficiencies of the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
• Relevant 9+ years of experience in the IT Industry, either pre-sales or implementation of customer engagement solutions, supporting the sales cycle in selling CRM or high value business solutions.
• Financial services industry experience, specifically in banking (retail, corporate, commercial, or transaction banking). You understand how banks are structured, how decisions get made, and what pressures they're operating under.
• Familiarity with UK regulatory context — FCA, PRA, Basel III/IV, Consumer Duty, DORA — and the ability to speak credibly about compliance, risk, and governance without overstating expertise.
• Strong grasp of enterprise technology architecture: cloud platforms, APIs, integration patterns, data infrastructure, and identity/security considerations.
• Proven ability to engage at C-level with both business and technology audiences — adapting fluently between commercial framing and technical depth.
• Excellent communication skills: structured, clear, and audience-aware. You write well, you present with conviction, and you know when to listen.
• A working understanding of AI and its application in enterprise banking — including how large language models, agentic workflows, and AI-driven automation are reshaping customer engagement, operations, and compliance. You don't need to be a data scientist, but you should be able to hold a credible conversation about what's possible and what's practical.

Preferred Qualifications

• Direct experience in or knowledge of UK banking workflows such as: KYC/AML, loan origination, mortgage servicing, treasury, corporate banking onboarding, or financial crime compliance.
• Hands-on experience with agentic AI tools and practices — Claude Code, Cursor, Agentforce, or equivalent — and the ability to build as well as advise.
• Experience with Salesforce Financial Services Cloud, Data Cloud, or the Agentforce AI platform.
• Salesforce certifications (Administrator, Platform Developer, FSC, AI Specialist or similar).
• Understanding of open banking and API-led banking architectures.
• A track record of building or contributing to reusable assets — demo environments, competitive frameworks, industry-specific POVs — that elevate the team beyond a single deal.

What We're Really Looking For

You'll bring enough industry knowledge to be taken seriously in senior conversations, enough curiosity to keep learning as the landscape shifts, and enough clarity in how you communicate to make complex ideas land with any audience.

You'll do well here if you:

• Prepare thoroughly — you think through the customer's world before you walk into it, and that preparation shows.
• Build when it helps — you reach for a working example when words alone won't make the story real.
• Earn trust steadily — through consistency, good judgement, and being someone colleagues and customers can rely on.
• Collaborate openly — you bring others in at the right moments, share what you know, and make the team better for it.

We're looking for someone who's genuinely motivated by the work — the problem-solving, the craft of a well-built demo, the satisfaction of helping a customer see a better path forward.

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.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.