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FormativGroup

Senior Certified Salesforce Presales Solution Engineer - Financial Services

FormativGroup · Remote/United States - Full - Time

Posted about 2 months ago

or apply directly on FormativGroup's site. We never take the application ourselves.

Is this posting real?

This role has been open
66 days
FormativGroup's roles stay open a median of 66 days
Reposted
No
Salary listed
No
0% of FormativGroup's roles list one
Ghost-job risk at FormativGroup
high
17 stale, 0 reposted of 25 open
Hiring momentum
38 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-08

Measured from postings appearing on and disappearing from FormativGroup's own greenhouse board since 2026-08-03. Full hiring picture for FormativGroup.

About this role

The Senior Salesforce Presales Solution Engineer – Financial Services will work closely with sales and industry leaders to develop Salesforce solutions tailored for clients in the financial services sector, particularly in Insurance and Wealth & Asset Management. This role involves leading discovery sessions, analyzing business processes, and designing scalable Salesforce solutions while collaborating with various stakeholders to ensure successful implementation and client satisfaction.

Our read on this posting2.2out of 5
benefits
1/5
freshness
1/5
career value
4/5
role clarity
5/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of FormativGroup as an employer.

What you need

  • 7+ years in Solution Engineering, enterprise consulting, solution architecture, or a comparable customer-facing role, including meaningful experience in financial services
  • Demonstrated success supporting complex Salesforce transformation initiatives and consulting pursuits within Insurance, Wealth & Asset Management, Banking, or closely related financial-services segments
  • Strong understanding of Salesforce platform capabilities, including Financial Services Cloud, relevant Insurance capabilities, Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns
  • Ability to analyze financial-services business processes and translate requirements into practical solution designs that balance value, complexity, risk, and maintainability
  • Outstanding discovery, facilitation, presentation, communication, and executive engagement skills, with the ability to establish credibility with both business and technology stakeholders
  • Strong collaboration skills with Sales, Industry SMEs, Alliances, Delivery, and Executive Leadership

Nice to have

  • Bachelor's degree in Business, Information Technology, or a related field preferred. Equivalent relevant experience will be considered. MBA or other advanced degree is a plus

What you get

  • Competitive compensation package commensurate with experience, including base salary, variable incentive compensation, and benefits
  • Comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.

Worth weighing

  • Remote role with potential periodic client travel
  • Candidates located in the Northeast United States are preferred
  • Applicants must be authorized to work for any employer in the United States; no visa sponsorship available
  • Compensation range is estimated and actual pay will depend on various factors

Summarised from FormativGroup's posting. Read the full original.

Listed by FormativGroup on their greenhouse job board, last confirmed open on 2026-10-08. PitchMeAI is not the employer.

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