Support Service Cloud sales by assessing customer needs, shaping solution architectures, configuring tailored demos, resolving technical objections, and preparing proposals.
About this role
Within Salesforce Professional Services, the Senior Engagement Manager works with financial-services customers on large transformation initiatives involving AI and technology. The role translates customer challenges and change goals into a project approach, coordinating account partners, service sales, AI architects and other specialists. It spans solution development before an engagement is awarded and industry or delivery leadership during execution, with responsibility for helping customers achieve lasting value. Before award, the manager leads scoping, AI-enabled solution design, statements of work and staffing plans, building agreement among the teams involved. During delivery, the role leads or supports project teams across the engagement lifecycle, advises on customer needs and AI developments, and works to strengthen project quality and business outcomes. The manager also oversees several strategic engagements, serves as an escalation point for account and delivery teams, anticipates project and AI-adoption risks, and communicates with customer executives and internal and external leaders.
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