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Salesforce

Specialist SE, Mid Market

Posted 17 Days Ago
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In-Office
New York, NY, USA
135K-198K Annually
Mid level
In-Office
New York, NY, USA
135K-198K Annually
Mid level
Serve as the technical and strategic advisor for PE/VC firms and portfolio companies, leading executive discovery, designing tailored demos and PoCs, driving portfolio transformation narratives, orchestrating cross-functional teams, contributing thought leadership, mentoring SEs, maintaining certifications, and traveling to client sites to support multi-cloud Salesforce solutions that enable deal flow, portfolio operations, and exit readiness.
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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.

  • 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 and be your best, and our AI agents accelerate your impact so you can do 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.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $134,750 - $180,250 annually There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $148,190 - $198,170 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

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