Lead, Account SE - Higher Education
Salesforce, Inc., Granite Heights, WI, United States
## Lead, Account SE - Higher Education*To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.*Job CategorySalesJob 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.As an **Account Solution Engineer**, you’ll collaborate with sales teams, product experts, and partners to develop tailored solutions that address institutional challenges. From discovery to demonstration, you’ll showcase the power of Salesforce’s platform to optimize the entire student life cycle, streamline administrative processes, and drive long-term transformation.
In a fast-paced, results-driven environment, your ability to bridge technology and strategy will be key. You’ll lead technical conversations, articulate business value, and build trust with institutions seeking to innovate. If you thrive on solving complex problems and driving meaningful change, this role is for you.### **Responsibilities*** **Lead the Solution Cycle** – Collaborate closely with account executives, product specialists, and partners to drive the technical aspects of the sales cycle from discovery to close.* **Understand Institutional Needs** – Engage with education institutions to deeply understand their unique challenges and strategic goals, mapping them to Salesforce’s solutions. This role will primarily align to large higher education institutions; however you will have the opportunity for exposure and support of non-traditional and K-12 organizations as well.* **Position Salesforce as a Strategic Partner** – Clearly articulate how Salesforce platform and products, including but not limited to Agentforce for Education, align to institutional initiatives. Prepare, build, and present tailored demonstrations that showcase Salesforce solutions aligned to institutions' strategic and technical goals* **Apply Industry and Technical Expertise** – Translate education business processes into impactful technology solutions, differentiating Salesforce capabilities to both technical and non-technical stakeholders.* **Support RFP and Proposal Processes** – Lead the technical response to RFPs and RFIs, ensuring alignment with institutional priorities and clearly demonstrating Salesforce’s value.* **Collaborate Across Teams** – Work effectively with account teams, solution specialists, professional services, and Salesforce partners to align Salesforce solutions with institutional needs.* **Stay Ahead of Industry Trends** – Continuously build expertise in education challenges and technology trends, incorporating insights into solution recommendations.* **Achieve Performance Goals** – Meet quarterly and annual objectives related to customer engagement, solution development, and revenue contribution (NNAOV).* **Invest in Professional Growth** – Participate in training, certifications, and mentorship programs to continuously enhance expertise and effectiveness in the role**.*** **Drive Consumption & Value Realisation -** Support consumption and activation efforts — including account QBRs, health checks, and technical workshops — to drive product adoption, NCR, and reduce attrition risk.* **Consumption Estimation & Use Case Scoping -** Partner with account teams to define and document use cases, estimate credit consumption, and build consumption plans that set customers up for successful adoption of AI and Data products.* **Agentforce & AI/Data Use Case Expertise -** Develop and present Agentforce and Data360 Cloud use cases tailored to education institutions, including POCs, workshops, and technical deep-dives that demonstrate AI-powered transformation for student success and operational efficiency.### **Qualifications*** **7+ years** of combined experience working with **Salesforce or other CRM solutions**, with a focus on education.* **5+ years** of experience in **solution engineering, consulting, enterprise software delivery, or customer success**.* **Artificial Intelligence and/or Data Certifications**, Salesforce-preferred, related to generative AI and LLM concepts* **Deep understanding of education operations**, including student lifecycle management, academic operations (registrar, advising, curriculum management), financial aid, student success initiatives, enrollment, and alumni relations.* **Strong technical acumen**, with experience configuring and demonstrating Salesforce or similar enterprise platforms in a sales or implementation context.* **Exceptional communication and presentation skills**, with the ability to translate complex technical concepts into clear, value-driven narratives for stakeholders at all levels—from IT teams to university presidents.* **Proven ability to lead discovery sessions**, understand institutional challenges, and craft tailored solutions that drive digital transformation in higher education.* **Experience with RFP and proposal processes**, including developing responses that align with institutional needs and Salesforce’s value proposition.* **Strong time management and prioritization skills**, with the ability to manage multiple engagements in a fast-paced sales environment.* **Curiosity and passion for technology**, with a desire to continuously learn, experiment, and stay ahead of industry trends in education and CRM solutions.* **Collaborative mindset**, able to work cross-functionally with sales, professional services, product teams, and partners to deliver customer success.* **Open to travel** for client meetings, presentations, and industry events, approximately 40%.* **Preferred: Salesforce certifications**, including **Administrator, Education Cloud Consultant, Data 360 Cert**, and **Experience Cloud**.* **Experience with Agentforce for Education, Salesforce Industries (Vlocity), OmniScript, or Industry Common Components** is a plus.Unleash Your PotentialWhen 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.AccommodationsIf you need a reasonable accommodation during the application or the recruiting process, please submit a request via this .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
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 StatementAny 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 #J-18808-Ljbffr
In a fast-paced, results-driven environment, your ability to bridge technology and strategy will be key. You’ll lead technical conversations, articulate business value, and build trust with institutions seeking to innovate. If you thrive on solving complex problems and driving meaningful change, this role is for you.### **Responsibilities*** **Lead the Solution Cycle** – Collaborate closely with account executives, product specialists, and partners to drive the technical aspects of the sales cycle from discovery to close.* **Understand Institutional Needs** – Engage with education institutions to deeply understand their unique challenges and strategic goals, mapping them to Salesforce’s solutions. This role will primarily align to large higher education institutions; however you will have the opportunity for exposure and support of non-traditional and K-12 organizations as well.* **Position Salesforce as a Strategic Partner** – Clearly articulate how Salesforce platform and products, including but not limited to Agentforce for Education, align to institutional initiatives. Prepare, build, and present tailored demonstrations that showcase Salesforce solutions aligned to institutions' strategic and technical goals* **Apply Industry and Technical Expertise** – Translate education business processes into impactful technology solutions, differentiating Salesforce capabilities to both technical and non-technical stakeholders.* **Support RFP and Proposal Processes** – Lead the technical response to RFPs and RFIs, ensuring alignment with institutional priorities and clearly demonstrating Salesforce’s value.* **Collaborate Across Teams** – Work effectively with account teams, solution specialists, professional services, and Salesforce partners to align Salesforce solutions with institutional needs.* **Stay Ahead of Industry Trends** – Continuously build expertise in education challenges and technology trends, incorporating insights into solution recommendations.* **Achieve Performance Goals** – Meet quarterly and annual objectives related to customer engagement, solution development, and revenue contribution (NNAOV).* **Invest in Professional Growth** – Participate in training, certifications, and mentorship programs to continuously enhance expertise and effectiveness in the role**.*** **Drive Consumption & Value Realisation -** Support consumption and activation efforts — including account QBRs, health checks, and technical workshops — to drive product adoption, NCR, and reduce attrition risk.* **Consumption Estimation & Use Case Scoping -** Partner with account teams to define and document use cases, estimate credit consumption, and build consumption plans that set customers up for successful adoption of AI and Data products.* **Agentforce & AI/Data Use Case Expertise -** Develop and present Agentforce and Data360 Cloud use cases tailored to education institutions, including POCs, workshops, and technical deep-dives that demonstrate AI-powered transformation for student success and operational efficiency.### **Qualifications*** **7+ years** of combined experience working with **Salesforce or other CRM solutions**, with a focus on education.* **5+ years** of experience in **solution engineering, consulting, enterprise software delivery, or customer success**.* **Artificial Intelligence and/or Data Certifications**, Salesforce-preferred, related to generative AI and LLM concepts* **Deep understanding of education operations**, including student lifecycle management, academic operations (registrar, advising, curriculum management), financial aid, student success initiatives, enrollment, and alumni relations.* **Strong technical acumen**, with experience configuring and demonstrating Salesforce or similar enterprise platforms in a sales or implementation context.* **Exceptional communication and presentation skills**, with the ability to translate complex technical concepts into clear, value-driven narratives for stakeholders at all levels—from IT teams to university presidents.* **Proven ability to lead discovery sessions**, understand institutional challenges, and craft tailored solutions that drive digital transformation in higher education.* **Experience with RFP and proposal processes**, including developing responses that align with institutional needs and Salesforce’s value proposition.* **Strong time management and prioritization skills**, with the ability to manage multiple engagements in a fast-paced sales environment.* **Curiosity and passion for technology**, with a desire to continuously learn, experiment, and stay ahead of industry trends in education and CRM solutions.* **Collaborative mindset**, able to work cross-functionally with sales, professional services, product teams, and partners to deliver customer success.* **Open to travel** for client meetings, presentations, and industry events, approximately 40%.* **Preferred: Salesforce certifications**, including **Administrator, Education Cloud Consultant, Data 360 Cert**, and **Experience Cloud**.* **Experience with Agentforce for Education, Salesforce Industries (Vlocity), OmniScript, or Industry Common Components** is a plus.Unleash Your PotentialWhen 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.AccommodationsIf you need a reasonable accommodation during the application or the recruiting process, please submit a request via this .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
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 StatementAny 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 #J-18808-Ljbffr