Salesforce

Specialist SE, Mid Market

Salesforce$134K — $180K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in technical pre-sales or a similar role
  • Strong understanding of private equity and venture capital practices
  • Proven ability to engage with C-suite executives and lead strategic discussions
  • Deep knowledge of Salesforce solutions related to financial services
  • Exceptional presentation and relationship management skills
  • Ability to quickly understand client business models and investment strategies

Responsibilities

  • Serve as primary technical advisor to PE/VC firms and portfolio companies
  • Lead high-level discovery conversations with executive decision-makers
  • Design and deliver tailored demonstrations of Salesforce solutions
  • Articulate portfolio transformation and value propositions leveraging Salesforce
  • Collaborate on account strategies and stakeholder mapping with relationship managers
  • Coordinate cross-functional teams to meet client-specific needs
  • Contribute to thought leadership through the development of relevant resources

Benefits

  • Support for work-life balance and personal well-being
  • Access to resources for professional development
  • Mentorship opportunities within a specialized team
  • Engagement in high-profile industry events
  • Opportunities for contributing to thought leadership initiatives
Full Job Description

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

  • Overview
    The Global Private Equity & Venture Capital (PE&VC) Practice is one of Salesforce's most strategically significant go-to-market initiatives, engaging the world's leading PE firms, VC funds, and their portfolio companies. As a Solution Engineer in this practice, you will operate at the intersection of financial services expertise, enterprise technology, and executive advisory — working with some of the most sophisticated and fast-moving organizations in the market.
    You will partner closely with PE/VC deal teams, portfolio operations leaders, and C-suite executives to demonstrate how Salesforce's platform drives value creation across investment lifecycles — from deal sourcing and portfolio monitoring to portfolio company transformation and exit readiness.
    This is not a traditional SE role. It requires deep business acumen, the ability to engage at the board and operating partner level, and the credibility to lead complex, multi-cloud solution narratives in compressed timescales.
    What we're looking to fill
    We are looking for a Solution Engineer to join the Global PE&VC Practice — a specialized, high-impact team aligned directly to the largest and most strategic PE and VC-backed accounts across the region. We hire based on demonstrated expertise and seniority; this role is suited for candidates with a strong track record in technical pre-sales.
    Responsibilities
  • Serve as the primary technical and strategic advisor to PE/VC firms and their portfolio companies, guiding them through multi-cloud Salesforce solutions that address deal flow management, LP relations, portfolio operations, and revenue growth
  • Lead executive-level discovery and value-framing conversations with Managing Directors, Operating Partners, CFOs, and CIOs at leading PE/VC firms
  • Design and deliver compelling, highly customized demonstrations and PoCs that map Salesforce capabilities to the specific investment thesis and value creation priorities of each firm
  • Drive portfolio company transformation narratives — articulating how Salesforce accelerates EBITDA growth, operational efficiency, and exit readiness across diverse portfolio assets
  • Collaborate with the PE/VC Relationship Management team on account strategy, executive relationship mapping, and deal orchestration across complex, multi-stakeholder opportunities
  • Orchestrate cross-functional specialist resources (industry SEs, solution architects, Agentforce specialists) around the unique requirements of each PE firm or portfolio engagement
  • Develop and maintain deep expertise in Salesforce' solutions (Agentforce, Data360, Sales & Services Cloud, Revenue Cloud, etc.) and how they apply to PE/VC use cases
  • Contribute to the practice's thought leadership — co-developing point-of-view assets, demo environments, and enablement content tailored to PE&VC personas
  • Represent Salesforce at high-profile PE&VC industry events, roundtables, and executive dinners
  • Mentor and enable broader SE community on PE&VC-specific narratives, methodologies, and deal approaches
  • Maintain relevant certifications and stay current on Salesforce product innovations and financial services market trends
  • Travel as required to engage PE&VC firm headquarters and portfolio company sites across the US.

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 andbe your best, and our AI agents accelerate your impact so you cando 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.

About Salesforce

ExactTarget is a provider of on-demand email marketing software solutions. Their suite of on-demand one-to-one marketing applications enables clients to send business-critical and event-triggered communications to increase sales, optimize marketing investments, and strengthen customer relationships. They offer four editions of their on-demand software application along with integrated solutions such as ExactTarget for AppExchange and ExactTarget for [Microsoft](/organization/Microsoft) Dynamics CRM.

Salesforce Careers

Joining Salesforce means becoming part of a dynamic, global team of professionals who are deeply committed to driving customer success and innovation. As the world's leading Customer Relationship Management (CRM) platform, Salesforce offers unparalleled job opportunities in technology and consulting, making it an ideal place for ambitious individuals looking to make a significant impact.

Work You'll Do

At Salesforce, every position is a chance to leverage your skills and creativity to transform businesses and industries. Our diverse team of experts collaborates to deliver cutting-edge solutions that foster growth and enhance leadership capabilities. By joining our team, you'll be at the forefront of digital innovation, using Salesforce's powerful platform to help clients navigate their transformation journeys.

Innovate and Lead

Salesforce is not just a company; it's a community where you can lead with your ideas and see them come to life. Our culture of innovation encourages you to challenge the status quo and push the boundaries of what's possible. With Salesforce, you'll work alongside leaders in technology and business who are committed to your growth and professional development.

Career Growth and Opportunities

Whether you're looking for an internship, a full-time position, or leadership roles, Salesforce provides a wealth of opportunities to advance your career. Our commitment to professional growth is reflected in our robust training programs, including leadership development and diversity training, designed to help you excel at every stage of your career.

Be Part of a Great Team

Salesforce prides itself on a culture that values diversity, teamwork, and open communication. We believe that our strength lies in our people, and we're committed to creating an environment where everyone can thrive. Joining our team means being part of a supportive community that encourages networking and collaboration.

Benefits and Culture

At Salesforce, we understand that job satisfaction extends beyond the office. That's why we offer competitive benefits to support the health, well-being, and financial security of our employees and their families. From health insurance and retirement plans to wellness programs and flexible working arrangements, we provide the benefits that contribute to a better work-life balance.

Explore Job Opportunities

Ready to take the next step in your career? Explore the wide range of employment opportunities at Salesforce. From technical roles to customer engagement positions, we are continuously hiring talented individuals who are passionate about making a difference.

Stay Connected

Keep up to date with the latest at Salesforce by following our careers blog. Gain insights from the people who work here and learn how you can bring your career to the next level with Salesforce.

Apply Now

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Learn more about Salesforce
Size
73,541 employees
Market Cap
$130.4 billion
Industry
Net Income
$4 billion
Founded
2000
5 Year Trend
+25.7%
Revenue
$21.2 billion
NASDAQ

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