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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. And, 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.

THE ROLE:
Also known as a “Pre-Sales Consultant” or “Sales Consultant,” the Solution Engineer partners with sales teams to present Salesforce product offerings and architecture in a way that builds confidence in our technology and addresses customer needs. Rather than simply listing features, this role focuses on understanding business requirements, crafting a technical strategy, and demonstrating solutions that clearly deliver value.

YOUR IMPACT:

• Work alongside Sales Representatives and senior engineers to uncover customer challenges and design solutions that leverage Salesforce’s AI and Data capabilities.

• Participate in smaller, industry-focused teams (Small business), gaining exposure to different verticals and product lines.

• Embrace the fast-evolving world of AI and Data: learn new tools, propose innovative ideas, and adapt to changing priorities.

• Collaborate effectively with colleagues—sharing knowledge, helping refine demos, and ensuring we speak the customer’s language.

• Build customized demos that highlight how Salesforce products solve real-world problems, focusing on tangible benefits (e.g., increased efficiency, faster response times).

• Pursue relevant trainings and certifications to deepen your understanding of the platform and maintain up-to-date skills.

• Work toward quarterly and annual objectives, partnering with management to define clear targets and track progress.

• Be prepared to travel occasionally, depending on territory alignment and customer needs.

KEY RESPONSIBILITIES:

Customer Discovery and Solution Mapping

• Ask thoughtful questions to uncover pain points, goals, and existing processes.

• Translate business requirements into a high-level solution blueprint, explaining how Salesforce features (e.g., Sales Cloud, Service Cloud, Data Cloud, Agentforce) address those needs.

Demo and Prototype Development

• Configure sandbox environments with sample data to build demos that illustrate core workflows.

• Create simple prototypes or proof-of-concepts under the guidance of senior engineers, highlighting key functionalities without diving into unnecessary technical detail.

• Focus on user outcomes—showing how a task that once took hours can now be done in minutes.

Collaborative Proposal Support

• Work closely with Sales Representatives and architects to draft technical sections of proposals, including architecture diagrams, scope outlines, and implementation plans.

• Ensure alignment between the commercial offer (pricing, timelines) and technical feasibility.

Customer Presentations and Objection Handling

• Deliver concise presentations to small customer groups, using clear language and real-world examples.

• Address common objections by reframing them as opportunities—demonstrate how a specific feature or approach can overcome a concern.

• Articulate the business impact (e.g., increased revenue, reduced manual work) rather than focusing on configuration steps.

Cross-Functional Collaboration

• Liaise with Product, Marketing, and Engineering teams to stay informed about new releases, AI advancements, and best practices.

• Share feedback from customer interactions to help refine messaging and product direction.

Continuous Learning and Skill Growth

• Regularly complete Salesforce Trailhead modules and pursue relevant badges (e.g., Sales Cloud, Service Cloud, Einstein Basics).

• Attend internal trainings, webinars, and team knowledge-sharing sessions to build technical and soft skills.

• Demonstrate a growth mindset by requesting mentorship, reviewing peer demos, and seeking feedback on communication style.

Time Management and Organization

• Balance multiple tasks—demo preparation, certification study, and customer calls—by planning your week and setting clear priorities.

• Use organizational tools (shared calendars, task trackers) to keep stakeholders informed of your progress and any blockers.

SKILLS AND QUALIFICATIONS:

Foundational Pre-Sales or Customer Success Experience

• Some exposure (0–2 years) in a Solution Engineer, Pre-Sales, Customer Success, or similar role.

• Demonstrated eagerness to learn technical skills and understand customer business needs.

Presentation and Communication Skills

• Comfortable speaking in front of small groups, using simple language to explain concepts.

• Able to create and refine slide decks, whiteboard flows, or basic technical diagrams that focus on customer outcomes.

Teamwork and Collaboration

• Works well in a team environment—helping senior engineers solve technical challenges and sharing knowledge with Sales Representatives.

• Willingness to ask questions and seek guidance when faced with unfamiliar topics.

Basic Technical Aptitude

• Familiarity with software applications, relational databases (fundamental SQL concepts), and basic web technologies (HTML/CSS/JavaScript).

• Interest in learning how CRM systems operate, especially the Salesforce platform.

Awareness of Salesforce AI / Agentforce

• Basic understanding of Salesforce Einstein (e.g., lead scoring, simple prediction models) and curiosity about Agentforce chatbots.

• Interest in exploring how AI and automation can streamline customer interactions.

General AI and Cloud Technology Knowledge

• Awareness of common AI concepts (machine learning, chatbots, LLMs) and cloud platforms (e.g., AWS, Azure).

• Motivation to deepen AI and automation expertise by shadowing experienced teammates and leveraging internal training resources.

Prototyping and Demo Support

• Ability to assist in setting up demo environments, load sample data, and configure basic flows under mentorship.

• Willingness to learn presentation best practices that highlight business impact rather than technical detail.

Customer Delivery Mindset

• Contributes to small-scale customer workshops or discovery calls, ensuring clear next steps and follow-up materials.

• Helps document findings, requirements, and the proposed solution in a concise manner.

Organizational and Time Management Skills

• Able to prioritize tasks in coordination with senior staff—balancing demo prep, training, and customer interactions.

• Uses simple organizational tools (to-do lists, shared calendars) to manage deadlines and stakeholder expectations.

Continuous Learning Attitude

• Demonstrates a history of self-enablement—completing Trailhead badges, certifications, or relevant online courses.

• Seeks feedback, iterates on demos, and actively participates in team knowledge-sharing sessions.

Effective Cross-Functional Communication

• Communicates progress or challenges clearly to peers and managers.

• Capable of summarizing simple technical concepts or project milestones for nontechnical stakeholders.

Experience will be evaluated based on alignment to the core proficiencies for the role (e.g. extracurricular leadership roles, volunteer work, etc.).

NOTE: By applying to the Solution Engineer posting, recruiters and hiring managers across the organization hiring these roles will review your resume. Our goal is for you to apply once and have your resume reviewed by multiple hiring teams.

If you’re enthusiastic about launching your career in a dynamic, fast-paced environment—where AI, automation, and customer success intersect—this role offers the opportunity to grow alongside a supportive team and make a real impact on how organizations leverage Salesforce to solve their toughest challenges.

BENEFITS & PERKS

• Comprehensive benefits package including well-being reimbursement, generous parental leave, adoption assistance, fertility benefits, and more!

• World-class enablement and on-demand training with Trailhead.com

• Exposure to executive thought leaders and regular 1:1 coaching with leadership

• Volunteer opportunities and participation in our 1:1:1 model for giving back to the community

• For more details, visit https://www.salesforcebenefits.com/

In school, or graduated within the past 12 months? Please visit FutureForce for opportunities.

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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.