S

Salesforce

Builds cloud software for customer relationships

Lead Account Solution Engineer

Pre-Sales Solution EngineeringConfirmed live in the last 24 hours
Full-timeMilan, Metropolitan City of Milan, Italy

About the Job

Requirements

  • At least 8 years of experience in pre-sales, solution consulting, or architecture, with significant Financial Services experience in the Italian market.
  • A proven record of leading technical strategy on large, strategic enterprise deals.
  • Deep knowledge of CRM and digital transformation in banking, insurance, or wealth management.
  • A strong grasp of generative and agentic artificial intelligence, data unification, integration, and security.
  • Executive presence, storytelling, and value-selling skills.
  • Experience coaching or mentoring peers.
  • Fluency in Italian and English.
  • A bachelor's degree in Business, Computer Science, Engineering, or a related field.

Responsibilities

  • Serve as the dedicated technical and business lead for a portfolio of strategic Italian Financial Services accounts.
  • Partner with Account Executives to shape account strategy and turn complex customer challenges into differentiated, value-led solutions across Agentforce, Data 360, Financial Services Cloud, Service, Sales, Slack, MuleSoft, and Tableau.
  • Advise C-level, business, and IT stakeholders at major Italian banks, insurers, and asset managers.
  • Multiply the impact of the Italy SE team through mentoring and sharing best practices.
  • Co-own account plans and white-space analysis with the Account Executive, focusing on customer 360, relationship manager and advisor productivity, digital onboarding, claims and servicing, and agentic AI in customer engagement.
  • Lead discovery, value workshops, and executive briefings in Italian and English; build business cases and return-on-investment narratives.
  • Design end-to-end architectures and deliver tailored demonstrations, proofs of concept, and technical validation; address integration with core banking and insurance platforms, security, and compliance; use Agentforce Voice in Italian where relevant.
  • Lead the technical win strategy on complex multi-cloud deals; manage requests for proposals and competitive positioning; orchestrate partners, specialists, Overlay, and FDE/Architect resources across the South region.
  • Stay current on DORA, GDPR, PSD2/open banking, Bank of Italy and IVASS requirements, EBA outsourcing guidelines, MiFID II, Solvency II, and data residency; position Salesforce's trust and EU data-residency posture with Risk, Compliance, and Security teams.
  • Mentor and coach SEs; lead by example on demonstration quality, discovery, and storytelling; contribute to the AI Atelier and reusable Financial Services playbooks; support the SE Italy management team on enablement and talent development.
  • Work with Product, Industry Solutions, Customer Success, Partners, and South region leadership; bring customer feedback to the roadmap and drive adoption and value realization.
  • Keep opportunity and activity records accurate in Salesforce; support pipeline reviews and forecast accuracy.

Desired Qualifications

  • Salesforce certifications in Financial Services Cloud, Agentforce, Data Cloud, or Solution Architect.
  • A background in an Italian financial institution, a core-banking or insurance vendor, or a consultancy.
  • Hands-on experience with vibe-coding tools such as Agentforce Vibes, Claude Code, or Cursor for demonstrations and configuration.
  • Experience with regulated-industry compliance in the EU.

About the Company

Salesforce

Builds cloud software for customer relationships

Salesforce sells cloud software that helps businesses manage sales leads, customer service, marketing, and online commerce from shared customer records. Its flagship Sales Cloud tracks accounts and deals, while Service Cloud organizes support cases and Agentforce builds AI assistants that act on company data. Teams access these tools through a browser and connect outside apps and data sources, with Slack for work messages and Tableau for visual analysis. Salesforce earns most of its revenue from software subscriptions and support, with professional services for implementation and training. Marc Benioff co-founded Salesforce in 1999, and its headquarters are in San Francisco, California.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1999

Recently Posted Jobs

Explore more opportunities at Salesforce

See more jobs