19 ott - Romano di Lombardia
Leadout Capital
Role Overview
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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, security, and compliance. Use Agentforce Voice in Italian where relevant.
- Deal leadership: Lead the technical win strategy on complex multi-cloud deals. Manage RFPs and competitive positioning. Orchestrate partners (including Italian SIs), specialists, Overlay and FDE/Architect resources across the South region.
- Regulatory and market expertise: Stay current on DORA, GDPR, PSD2/open banking, Bank of Italy and IVASS requirements, EBA outsourcing guidelines, MiFID II, Solvency II and data residency. Position Salesforce's trust and EU data-residency posture with Risk, Compliance and Security teams.
- Team leadership: Mentor and coach SEs. Lead by example on demo quality, discover
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