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Salesforce

Principal Solution Engineer, Global Private Equity – Startups Practice

Salesforce

. Advise PE firms, portfolio companies, and high-growth startups on agentic transformation using multi-cloud Salesforce and Agentforce solutions .

Posted 10/5/2026full-timeRemote • United StatesLead💰 $173,460 - $231,980 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in Salesforce solutions, AI-driven business transformation, and technical pre-sales engagement, with a strong focus on delivering tailored demos and building scalable platforms for private equity and high-growth startups.

Highest-signal resume keywords
Salesforce Solutions ExpertiseTechnical Pre-Sales ExperienceAI and Data Playbook DevelopmentExecutive-Facing EngagementBusiness Acumen in Private Equity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Solution EngineeringTechnical Pre-SalesAI SolutionsData PlatformsSalesforceCRMDemo DevelopmentPrototypingValue FramingStorytelling
Soft Skills
Confidence with Senior StakeholdersStrong CommunicationMentoringCuriosityCollaboration
Tools & Technologies
Sales CloudService CloudRevenue CloudSlackTableauMuleSoftAgentforceData 360
Certifications & Qualifications
Salesforce Certifications
Industry Keywords
Private EquityVenture-Backed CompaniesStartup ScalingEBITDAGrowth Valuation

Tech Stack

Tools & technologies
CloudTableau

About the role

Key responsibilities & impact
  • Advise PE firms, portfolio companies, and high-growth startups on agentic transformation using multi-cloud Salesforce and Agentforce solutions
  • Lead discovery and value-framing sessions with Managing Directors, Operating Partners, founders, CFOs, and CIOs
  • Design and deliver tailored demos, prototypes, and proofs of concept
  • Show AI agents automating sourcing and diligence workflows, improving portfolio visibility, scaling sales and service, and unlocking digital labor
  • Articulate Salesforce-driven revenue growth, operational efficiency, and exit readiness
  • Help firms build repeatable AI and data playbooks for portfolio-wide rollout
  • Help AI-native and venture-backed companies build scalable platforms
  • Collaborate on account strategy, executive mapping, and deal orchestration
  • Bring in industry SEs, solution architects, Agentforce, and Data 360 specialists
  • Build expertise in Agentforce, Data 360, Sales Cloud, Service Cloud, Revenue Cloud, Slack, Tableau, and MuleSoft
  • Create point-of-view assets, reference architectures, demo environments, and enablement content
  • Represent Salesforce at PE and startup events, summits, forums, roundtables, and executive dinners
  • Mentor and enable fellow solution engineers
  • Stay current on Salesforce innovation, AI developments, and private-market trends

Requirements

What you’ll need
  • Strong track record in technical pre-sales, solution engineering, or solution consulting for enterprise software
  • Executive-facing engagement experience, ideally
  • Business acumen and financial fluency regarding private equity value creation, startup scaling, EBITDA, growth, and valuation
  • Hands-on curiosity about generative and agentic AI
  • Ability to explain where AI agents create real business value
  • Confidence and credibility with senior investors, operators, and founders
  • Ability to run complex, multi-stakeholder conversations on tight timelines
  • Strong storytelling, demo, and whiteboarding skills
  • Experience with Salesforce, CRM, data platforms, or AI solutions is a strong plus
  • Experience in or alongside private equity, venture-backed companies, or financial services is highly valued
  • Maintain relevant certifications
  • Ability to travel as needed across the US

Benefits

Comp & perks
  • Time off programs
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Mental health support
  • Paid parental leave
  • Life insurance
  • Disability insurance
  • 401(k)
  • Employee stock purchasing program
  • Incentive compensation may be available for eligible roles
  • Equity may be available for eligible roles