Lead Account Solution Engineer
Salesforce INC · 🌍 Italy - Milan
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About the role
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. 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, 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, discovery and storytelling. Contribute to the AI Atelier (AI use cases, patterns, prompts and the vibe-coding club) and to reusable Financial Services playbooks. Support the SE Italy management team on enablement and talent development. • Cross-functional collaboration: Work with Product, Industry Solutions, Customer Success, Partners and the South region leadership. Bring customer feedback to the roadmap and drive adoption and value realization. • Hygiene and forecasting: Keep opportunity and activity records accurate in Salesforce. Support pipeline reviews and forecast accuracy. Required Qualifications • 8+ years in pre-sales, solution consulting or architecture, with significant Financial Services experience in the Italian market. • Proven record of leading technical strategy on large, strategic enterprise deals. • Deep knowledge of CRM and digital transformation in banking, insurance or wealth management. • Strong grasp of generative and agentic AI, data unification, integration and security. • Executive presence, storytelling and value-selling skills. • Experience coaching or mentoring