Senior Certified Salesforce Presales Solution Engineer - Financial Services

Are you a consultative Salesforce expert who can turn complex financial-services challenges into compelling, practical solutions? The FormativGroup is adding a Senior Salesforce Presales Solution Engineer – Financial Services to our team who will partner with sales, industry, and delivery leaders to shape winning Salesforce transformation opportunities across Insurance, Wealth & Asset Management, and Banking. We're anticipating future openings and are connecting now with great talent who'd like to be considered when the time comes. Role Summary 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. Key Responsibilities Partner with Account Executives