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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 .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
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
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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 & technologiesCloudTableau
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