Analytics Specialist – Lead Solution Engineer - Commercial FINS & Canada

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

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.

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. We empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

Applications for this position will be accepted on an ongoing basis.

Our Sales Organization is made up of the business segments below. Within these business segments, the teams sell across multiple verticals. There are also teams that sell specifically into one industry or vertical. Verticals include: Financial Services, Healthcare & Life Sciences, Manufacturing, Retail & Consumer Goods, Communications Media & Technology, Consumer Business Services, Public Sector and others. 

Commercial Business Unit:

Mid Commercial (201 - 1000 employees)

General Commercial (1001 - 4500 employees)

Overview

Are you passionate about data and technology, but also care deeply about doing something meaningful? Come join the Salesforce Analytics Solution Engineering team, supporting our Commercial business across AMER (Financial Services) and Canada (all industries). Through collaboration with the customer, Sales, Product, and Professional Services, our Solutions Engineers (SEs) engage across the entire customer lifecycle and drive the technical sale of Analytics and Tableau solutions that turn data into action and help customers connect with their own customers in new ways. This is a role for someone naturally curious, adaptable, and passionate about AI and our agentic future. The ideal candidate balances technical depth with sales strategy and is comfortable presenting to a data analyst and a C-suite executive. If you enjoy a fast-paced environment full of exciting challenges and opportunities to build compelling solutions, the Analytics Solution Engineering team is for you — a dynamic, constantly evolving world where design, business consulting, and technology expertise drive innovation every day.

Why Join Us? 

The Salesforce Analytics platform is a key innovation driver in the Agentic world, and is as much a philosophy as it is an amazing suite of tools, including Tableau and CRM Analytics. We enable people to transform data into something visual and understandable, empowering them to make important decisions based on those insights. Our products are key in helping organizations with data to see, understand, and act on data. Our core values—trust, customer success, innovation, equality, and sustainability—guide all our actions as a company and as individuals.

The ideal Analytics Solution Engineer candidate is a challenger, naturally curious, and has a strong desire to demonstrate their technical and/or sales skills, including the ability to solicit business requirements, develop a technical sales strategy, configure and successfully demonstrate the Salesforce Analytics solutions that address these requirements and provide business value through compelling storytelling.

Responsibilities

• A Solution Engineer plays a pivotal role in the sales process by aligning innovative strategies to technology solutions within complex accounts through masterful storytelling. This role focuses on partnering with clients and collaborating with internal team members and C-level client contacts to drive consensus on multi-product technology solutions across the various Salesforce product lines.
• Solution Engineers work on a wide array of assignments including business development, operations and IT strategies, as well as executive level product demonstrations. This person must assume the role of trusted advisor for driving innovative solutions forward while also improving business performance.
• Business Problem Solving: Take ambiguous and sophisticated business problems and use research and business assessment capabilities, define the problem, drive innovative ideas, define the opportunity set, and recommend practical next steps.
• Innovation Management: Bring focus to a client's decision making process by communicating and evaluating solution options, and driving consensus among key collaborators. In some instances, we help our clients develop new decision frameworks and governance processes that continue to deliver value far beyond a particular engagement.
• Connect Experiences: Demonstrate through software demos and rapid prototyping how connected experiences come to life with The Salesforce Solutions. This includes the delivery of executive level software demonstrations, construction of future state customer journey strategies, and developing long term IT roadmaps.
• "Solutioning" is fundamental to the SE role. It is important to realize that a component of the responsibilities will include assisting the customer, Account Executive and Professional Services team with the discovery, analysis and ultimately the recommendation of strategic solutions for the customer by delivering transformational pitches based on live product demonstrations to validate. These Solutions will use all of the Salesforce technologies to address the core challenges and objectives that are uniquely identified for each customer.
• Discover the customer's business needs, and position the best Salesforce solution to achieve those business objectives
• Build and present customized solution demonstrations and POCs focused on Salesforce products to multiple customer personas showing how Salesforce will accelerate their business strategies and a path to value
• Convey a deep understanding of the customer's architecture as it pertains to Salesforce's solutions
• Orchestrate and lead cross-functional solutions guides, and align them to the opportunity strategy
• Develop and deliver the story of the customer experience aided by Salesforce technologies
• Participate in all appropriate product, sales, and procedural training and certifications to acquire and maintain the knowledge vital to be effective in the position
• Ability to travel based on territory alignment and region (up to 50%)

Required Qualifications:

• Knowledge of Tableau or similar applications, relational database and web technology
• Exceptional oral, written, presentation, collaboration, interpersonal and communication skills
• Ability to be adaptable and work as part of a team to solve technical problems in a dynamic and fast-moving industry
• Minimum of 4 years of relevant professional experience as a Solution Engineer or similar

Preferred Qualifications:

• Previous work experience as a solution/sales engineer, consultant, or data analyst
• Current Salesforce (CRMA, D360, Agentforce) and Tableau Certifications
• Direct experience with Salesforce CRM Analytics and/or Tableau Cloud/Server/Next
• Basic programming experience in HTML and other web based technologies
• Knowledge and experience working with AI tools and technology
• B.S. Computer Science, Software Engineering, MIS or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

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 andbe your best, and our AI agents accelerate your impact so you cando 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.

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.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.

The typical base salary range for this position is $134,750 - $180,250 annually

There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $148,190 - $198,170 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process.

The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.