---
title: 'Senior Salesforce PreSales Solution Engineer - Horizontal at FormativGroup'
canonical: 'https://feeny.ai/job/senior-salesforce-presales-solution-engineer-horizontal-formativgroup-united-n4q2at879eap'
type: 'job'
last_seen: '2026-11-02'
---

# Senior Salesforce PreSales Solution Engineer - Horizontal at FormativGroup

- **Company:** FormativGroup
- **Location:** United States
- **Compensation:** $155k–$175k
- **Work type:** remote
- **Posted:** 2026-09-25
- **Last confirmed live:** 2026-11-02
- **Apply:** https://job-boards.greenhouse.io/formativgroup/jobs/4342004009

## Job description

Are you a consultative Salesforce expert who can turn complex financial-services challenges into compelling, practical solutions?  FormativGroup is adding a Senior Solution Engineer to the growing team!

The Senior Solution Engineer is a senior individual contributor who partners with Account Executives, Industry SMEs, Alliance teams, and Delivery leaders to shape winning Salesforce transformation opportunities. This role bridges business process and technology by understanding how clients operate today, identifying opportunities for improvement, and designing practical Salesforce solutions that create measurable business value. The ideal candidate combines strong consultative skills with deep Salesforce expertise and exercises sound judgment to balance business outcomes, user experience, implementation complexity, and long-term maintainability.

We're anticipating future openings and are connecting now with great talent who'd like to be considered when the time comes.

## Key Responsibilities

- Partner with Account Executives throughout the sales cycle to qualify opportunities, shape technical strategy, and support pursuit execution.
- Lead discovery sessions to understand current-state business processes, user needs, operational challenges, and desired business outcomes.
- Collaborate with Industry SMEs to translate strategic business objectives into practical Salesforce solution approaches.
- Analyze business processes, identify improvement opportunities, and recommend solution alternatives while clearly articulating business and technical tradeoffs.
- Design scalable solution approaches leveraging Salesforce, Agentforce, Data Cloud, Experience Cloud, Sales Cloud, Service Cloud, and modern integration patterns.
- Develop compelling demonstrations, prototypes, proof-of-concepts, and executive presentations tailored to client-specific business scenarios.
- Partner with sales leadership to develop technical win strategies and differentiate Formativ throughout the sales cycle.
- Lead the technical portions of proposals, RFPs, RFIs, Statements of Work, and client presentations.
- Work closely with Delivery leaders and Solution Architects to ensure proposed solutions are practical, implementable, and aligned with delivery best practices.
- Contribute to reusable demonstrations, reference architectures, solution assets, and presales collateral.
- Capture insights from customer engagements to help improve offerings, sales plays, and solution assets.
- Maintain current Salesforce certifications and continuously expand expertise in Salesforce AI capabilities and emerging platform technologies.

## Qualifications

- 7+ years in Solution Engineering, enterprise consulting, solution architecture, or a comparable customer-facing role.
- Demonstrated success supporting enterprise Salesforce transformation initiatives and complex consulting pursuits.
- Strong understanding of Salesforce platform capabilities, including Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, Agentforce, and integration patterns.
- Ability to analyze business processes and translate requirements into practical solution designs.
- Outstanding facilitation, presentation, communication, and executive engagement skills.
- Strong collaboration skills with Sales, Industry SMEs, Alliances, Delivery, and Executive Leadership.
- Valid, live Salesforce Architect-level certifications required; AI and Data Cloud certifications are a plus.

Success Profile

- Consultative and business-process oriented
- Balances business value with technical excellence
- Exercises sound judgment and avoids unnecessary complexity
- Excellent communicator with executive presence
- Collaborative, curious, and team-oriented
- Thrives in a fast-paced, entrepreneurial consulting environment

## Compensation

The Salesforce Solutions Engineer will receive a competitive compensation package commensurate with experience, including base salary, variable incentive compensation, and benefits.

Location and Work Authorization

This is a remote role with potential periodic client travel. Candidates located in the Northeast United States are preferred.

Applicants must be authorized to work for any employer in the United States. FormativGroup is unable to sponsor or assume sponsorship of an employment visa for this position.

Candidates must reside in one of the following locations: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, TN, TX, VA, WI, or Washington, DC. We are committed to pay equity and transparency. The compensation range for this position represents our good faith estimate of the range we reasonably expect to pay for this role at the time of posting. The actual compensation offered will be determined based on factors such as the candidate’s experience, skills, education, work location, and internal equity.

In addition to base pay, employees may be eligible for discretionary bonuses, commissions, or other incentive programs, as well as a comprehensive benefits package that includes medical, dental, vision, 401(k), paid time off, etc.

Estimated Compensation Range: $155,000—$175,000 USD

FormativGroup operates within the critical middle layer of business technology, where applications and systems connect infrastructure to business processes. We are specialists who help the middle market take full advantage of their technology investments with deep, industry-centric expertise, all in one place, to unify fragmented systems. With deep technical expertise across cloud architecture, system integration, AI, and data strategy, we bridge the gap between business goals and modern platforms.

FormativGroup is an equal opportunity employer providing opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

ADA Specifications: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

#formativgroupcareers #WorkWithUs

Click here to view our [Privacy Policy](https://formativgroup.io/2025/11/19/privacy-policy/)

## About FormativGroup

## Company Overview
- **One-liner**: FormativGroup is a technology consultancy that helps mid-market organizations unlock the full value of their technology investments by integrating data, applications, and workflows.
- **Entity Type**: Private (backed by Rockbridge Growth Equity, LLC)
- **Headquarters**: White Plains, New York, United States
- **Founded**: 2025 (launched March 2025)
- **Founders**: Gene Chao (Chief Executive Officer)

## Core Business
- **Primary industry**: IT Services and IT Consulting
- **Target customers**: B2B, mid-market and emerging enterprises
- **Mission**: “Every company deserves to reap the full benefits of their technology. … We are the only consultancy purposely designed to help mid-market organizations unlock the full power of their data across their technology and business ecosystem(s).”

## Products & Services
- **Data Architecture & Consulting**: Services including data migration, modernization, governance, lineage, and analytics – leveraging platforms like Snowflake, Databricks, Tableau, Power BI, and Informatica.
- **Application Solutions**: Design, build, and manage applications across Salesforce, Microsoft Dynamics, MuleSoft, and other PaaS/SaaS ecosystems.
- **Workflow & Process Designs**: Process mining, workflow mapping, automation, and continuous improvement (CI/CD, DevOps).
- **Technology Consulting**: AI roadmapping, reference architecture design, interoperability solutions, product and tools selection.
- **Platform Support**: Deep expertise in Salesforce (Sales, Service, Experience Cloud), Microsoft (Azure, Power Platform, Business Central, Fabric), and AWS.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: Annual Revenue of ~$34M (LinkedIn estimate)
- **Notable Investors/Partners**: Parent company Rockbridge Growth Equity; platform partners include Salesforce, Microsoft, Snowflake, Databricks, Informatica, Qlik, Splunk, and AWS.
- **Growth Signals**: Acquired two firms in 2025–2026 – **Flok** (Salesforce consulting) and **Eon Collective** (data lineage, governance); website traffic growing 113.4% month-over-month; LinkedIn follower growth of 43.9% monthly.

## Competitive Advantages
- **Mid-market focus**: Dedicated to right-sized solutions for emerging and middle-market companies, an underserved segment often left behind by large system integrators.
- **Full-stack integration**: Unique combination of data architecture, application solutions, and workflow design under one roof – bridging silos across the entire technology ecosystem.
- **Industry-centric approach**: Consultants with deep domain expertise who design and execute, not just advise.
- **Partnership model**: Long-term, collaborative client relationships rather than transactional project delivery.

## Strategic Focus
- Continue building a connected data foundation for clients to enable meaningful AI and automation.
- Expand through targeted acquisitions that complement data and platform capabilities.
- Strengthen Salesforce and Microsoft ecosystem services while scaling offerings in Snowflake, Databricks, and AI roadmapping.

## Why Work Here
- **Culture**: Collaborative, transparent, and committed to continuous learning. Leaders act as coaches, unblockers, and advocates. Principles include “escale early; solve together” and “do the right thing, especially when it’s hard.”
- **Flexibility**: Hybrid work with accountability – no “always-on” culture. Offices in White Plains, NY and Southlake, TX.
- **Growth**: Mentorship and sponsorship programs, stretch opportunities, clear progression paths, and broad exposure across platforms, industries, and disciplines.
- **Benefits**: Competitive benefits package supporting health, financial security, and work-life balance.
- **Hiring**: Actively recruiting for consulting and technical roles (see open roles at [formativgroup.io/open-roles](https://formativgroup.io/open-roles/)).

## Sources
1. [formativgroup.io](https://formativgroup.io/) – Homepage and service descriptions
2. [formativgroup.io/about-us/](https://formativgroup.io/about-us/) – Executive team, mission, and background
3. [formativgroup.io/careers/](https://formativgroup.io/careers/) – Culture, benefits, and principles
4. [linkedin.com/company/formativgroup](https://www.linkedin.com/company/formativgroup) – Company details, revenue, acquisitions, tech stack
5. [formativgroup.io/open-roles/](https://formativgroup.io/open-roles/) – Current open positions

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