Lead, Account SE
- Tableau Software
- 12 - 17 years
- Mumbai
- 4 months ago
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Job Description
- Solution Discovery & Design: Understand client needs through targeted discovery sessions; craft tailored Salesforce solutions aligned with business objectives.
- Customer Engagement: Demonstrate Salesforce capabilities via live demos, prototypes, and presentations to various client personas.
- Strategic Roadmaps: Build and articulate clear customer journey strategies and IT roadmaps, highlighting Salesforce s value proposition.
- Business & Technical Consulting: Lead cross-functional teams to develop comprehensive solutions and articulate benefits to stakeholders.
- Solution Selling: Support sales cycles with RFx responses, business cases, ROI analyses, and impactful demos.
- Client Collaboration: Partner with Business and IT teams, uncover challenges, and build out-of-the-box innovative solutions.
- Thought Leadership: Guide large enterprises on digital transformation, leveraging Salesforce for customer success.
- Territorial Engagement: Travel as required for client meetings and workshops.
Required Skills & Experience:
- Degree or equivalent; 12+ years in IT, consulting, or technology sales/implementation.
- Proven experience in pre-sales or solution delivery within Financial Services (Banking, Insurance, Fintechs, NBFCs, Wealth/Asset Management).
- Strong ability to develop and present customer journey maps, use case demos, and solutions aligned with industry needs.
- In-depth understanding of the financial industry's key metrics, customer engagement processes, and ROI justification.
- Expertise in cloud computing, CRM, marketing automation, and related technologies.
- Exceptional verbal, written, presentation, and interpersonal skills.
- Experience working with large enterprise clients and engaging at the C-level.
Preferred Qualifications:
- Salesforce Certifications (e.g., SalesCloud, ServiceCloud, Financial Services Cloud)
- Prior experience as a Salesforce Solution or Sales Engineer in a CRM or similar tech environment.
Job Classification
Industry: IT Services & ConsultingFunctional Area / Department: Engineering - Software & QARole Category: Software DevelopmentRole: Practice Manager / HeadEmployement Type: Full timeContact Details:
Company: Tableau SoftwareLocation(s): Mumbai+ View Contact
Keyskills: Cloud computing Sales RFX Presales Asset management Customer engagement Financial services CRM Salesforce marketing automation
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