Lead Account Solution Engineer

16 ott - Milano
Salesforce

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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.

Role Overview

You are the dedicated technical and business lead for a portfolio of strategic Italian Financial Services accounts. You partner with Account Executives to shape account strategy and turn complex customer challenges into differentiated, value-led solutions.



These span Agentforce, Data 360, Financial Services Cloud, Service, Sales, Slack, MuleSoft and Tableau. You are a trusted advisor to C-level, business and IT stakeholders at major Italian banks, insurers and asset managers. You also multiply the impact of the Italy SE team through mentoring and by sharing best practices.

Key Responsibilities

• Account strategy: Co-own account plans and white-space analysis with the AE. Focus on priorities such as customer 360, relationship manager and advisor productivity, digital onboarding, claims and servicing, and agentic AI in customer engagement.
• Executive engagement: Lead discovery, value workshops and executive briefings in Italian and English. Build business cases and ROI narratives.
• Solution design: Design end-to-end architectures and deliver tailored demos, PoCs and technical validation. Address integration with core banking and insurance platforms, sec

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