Senior Salesforce Solution Engineer - Horizontal

About the role

Are you a consultative Salesforce expert who can turn complex financial-services challenges into compelling, practical solutions? FormativGroup is adding a Senior Solution Engineer to the growing team! The Senior Solution Engineer is a senior individual contributor who partners with Account Executives, Industry SMEs, Alliance teams, and Delivery leaders to shape winning Salesforce transformation opportunities. This role bridges business process and technology by understanding how clients operate today, identifying opportunities for improvement, and designing practical Salesforce solutions that create measurable business value. The ideal candidate combines strong consultative skills with deep Salesforce expertise and exercises sound judgment to balance business outcomes, user experience, implementation complexity, and long-term maintainability. We're anticipating future openings and are connecting now with great talent who'd like to be considered when the time comes. 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.

Responsibilities

• Partner with Account Executives throughout the sales cycle to qualify opportunities, shape technical strategy, and support pursuit execution.
• Lead discovery sessions to understand current-state business processes, user needs, operational challenges, and desired business outcomes.
• Collaborate with Industry SMEs to translate strategic business objectives into practical Salesforce solution approaches.
• Analyze business processes, identify improvement opportunities, and recommend solution alternatives while clearly articulating business and technical tradeoffs.
• Design scalable solution approaches leveraging Salesforce, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and modern integration patterns.
• Develop compelling demonstrations, prototypes, proof-of-concepts, and executive presentations tailored to client-specific business scenarios.
• Partner with sales leadership to develop technical win strategies and differentiate Formativ throughout the sales cycle.