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Job Category

Sales

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Salesforce, the world's #1 AI CRM, is seeking an exceptional Director of Solution Engineering UKI to lead our Insurance, Wealth & Asset Management Solution Engineering team. In this strategic role reporting to the VP of Regulated Industries Solution Engineering UKI, you will be instrumental in driving transformational growth across our Insurance, Wealth Management, and Asset Management portfolios, establishing Salesforce as the preferred platform for AI, Data, and CRM solutions across these critical financial services sectors. We are seeking a visionary leader who embodies Salesforce's core values: Trust, Customer Success, Innovation, and Equality.
As a leader, you will lead a team of solution engineers, partnering with Sales leadership to orchestrate complex, multi-cloud deals with C-suite executives at our most strategic customers. You will redefine how Salesforce demonstrates value across these sectors, driving the adoption of Agentforce and Data Cloud while building a culture of technical excellence and innovation.

Key Responsibilities

Strategic Leadership & Business Impact

• Partner with Insurance, Wealth & Asset Management Sales RVPs/AVPs to develop and execute account strategies that drive significant ACV across all three verticals
• Lead C-suite engagements with Tier 1 and Tier 2 insurers, wealth managers, and asset management firms, positioning Salesforce as a strategic transformation partner
• Orchestrate complex, multi-cloud transformational deals ($5m+ ACV) involving Data Cloud, Agentforce, FSC (Insurance/Wealth), and Integration solutions
• Develop and execute the SE GTM strategy in alignment with Product Marketing, ensuring market leadership across: Insurance: Life & Pensions, Property & Casualty, General Insurance, Health Insurance, London Markets, Wealth Management: Private Banking, Wealth Advisory, Financial Planning, Asset Management: Institutional and Retail Asset Management, Alternative Investments

Team Leadership & Development

• Build, lead, and scale a high-performing team of SEs across Insurance, Wealth & Asset Management, partnering with specialist overlay teams (Agentforce, Data360, Enterprise Architects) for deep technical expertise
• Attract and retain premier talent, with proven ability to develop Principal and Distinguished SEs into future leaders
• Foster a culture of technical excellence, continuous learning, and innovation while maintaining team engagement scores of 85%+
• Establish clear career pathways and succession planning for critical roles within your organisation

Revenue Accountability
• Joint accountability with Sales for ACV and Consumption targets across three-vertical portfolio
• Drive consumption revenue growth through Data Cloud and Agentforce adoption
• Pipeline generation responsibility with healthy coverage ratios
• Strategic deal oversight for $5m+ transformational opportunities

Industry Expertise & Thought Leadership

• Act as the trusted advisor for our customers in Insurance, Wealth and Asset Management.
• Drive the development of industry-specific points of view, value propositions, demos, and solution architectures that address key trends in the industries.
• Lead industry councils and advisory boards, establishing Salesforce as a thought leader in Financial Services digital transformation
• Partner with Product Management to shape product roadmaps based on field insights and customer needs across all three verticals

Agentforce & AI Innovation

• Drive Agentforce adoption across Insurance, Wealth & Asset Management portfolios through strategic PoCs, workshops, and executive positioning
• Build industry-specific Agentforce use cases and create reusable assets: Insurance: Claims triage, underwriting automation, policy servicing, fraud detection, broker support, Wealth Management: Advisor assistants, client onboarding, portfolio rebalancing, financial planning support, Asset Management: Investment research automation, compliance monitoring, client reporting, ESG analysis
• Lead the "Voice of the Field" for AI requirements, influencing the Agentforce and Data Cloud product roadmap

Operational Excellence & Enablement

• Drive data-driven decision making through pipeline analysis, win/loss reviews, and resource optimisation
• Champion adoption of new tools, methodologies, and programs to enhance team productivity and effectiveness
• Create and scale enablement programs, reusable demo assets, and best practices across the global SE organisation
• Oversee capacity planning and strategic resource allocation across your team to maximise business impact

Cross-Functional Collaboration

• Partner with Systems Integrators (e.g., Deloitte, Accenture, Capgemini, PwC) on implementations and co-selling initiatives
• Work with Product, Marketing, and Professional Services to deliver integrated customer success outcomes
• Participate in and influence the broader FSI SE Leadership Team, driving organisational initiatives and best practices

Required Qualifications

Leadership Experience

• 8+ years in enterprise software with 5+ years leading pre-sales or solution engineering teams
• Demonstrated track record of building and scaling high-performing teams with measurable business outcomes
• Experience leading teams with joint accountability for annual revenue targets
• Experience managing pre-sales teams supporting multiple product lines or industry segments
• Track record of building team capability in new domains or emerging technologies

Financial Services Domain Expertise

• Strong understanding of business models, operations, regulatory landscape and technology architecture in at least one of the three verticals (Insurance, Wealth Management, Asset Management), with demonstrated ability to rapidly develop expertise in the additional verticals.
• Experience with industry-specific use cases and understanding of AI/ML applications in financial services

Technical & Business Acumen

• Strong technical foundation in cloud technologies, CRM platforms, data architecture, and integration patterns
• Proven ability to engage with C-suite executives (CIOs, CDOs, Chief Claims Officers, Chief Investment Officers, Heads of Wealth) and articulate business value
• Experience orchestrating complex, multi-product solutions involving CRM, Data, AI, and Integration platforms
• Financial acumen with ability to build business cases and ROI models for transformation initiatives

Strategic & Communication Skills

• Exceptional written and verbal communication skills with ability to influence at all organisational levels
• Strategic thinking with proven execution capabilities and focus on measurable outcomes
• Track record of driving organisational change and championing innovation
• Executive presence with ability to represent Salesforce at industry events and customer executive briefings

Preferred Qualifications

• Experience in Insurance, Wealth Management, Asset Management, or broader Financial Services (client-side or vendor-side)
• Prior experience with Salesforce platform or ecosystem, particularly Financial Services Cloud
• Proven track record of developing direct reports into leadership roles.

Location & Travel

• Based in London with flexibility for hybrid working
• Regular travel across the UK to meet with customers and team (40-50%)
• Occasional international travel for company events, strategic customer meetings, and team off-sites (10-15%)

What Makes This Role Exceptional

Strategic Impact - Shape Salesforce's strategy across three high-growth FSI verticals with direct influence on significant business outcomes
Portfolio Breadth - Gain deep expertise across Insurance, Wealth, and Asset Management, positioning yourself as a comprehensive Financial Services leader
AI Innovation Leadership - Be at the forefront of Agentforce adoption in Financial Services at a pivotal moment in industry transformation
Market Leadership - Partner with iconic UK brands (Aviva, Legal & General, St. James's Place, Schroders) as they transform for the digital age
Team Building - Create a differentiated, world-class capability in a high-growth segment with the autonomy to shape your organisation
Career Acceleration - High-visibility role with clear path to VP and SVP positions within Solutions organisation as the Regulated business scales

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme. We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role. Applicants are welcome to opt-in to the interview scheme as part of the application process. If you would like to apply under the scheme, please click the link to the Accommodations Request Form above and scroll to the UK Disability Confident Scheme section within the form.

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.