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Sr/Lead Solution Engineer, Enterprise Financial Services

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**Job Category**


**Job Details**

**Who we are...**

Tableau is as much a philosophy as an amazing suite of tools. We enable people to transform data into something visual and understandable, empowering them to make important decisions based on those insights. If you are passionate about technology, but also care deeply about doing something significant, Tableau is the place for you. Our products have been key in helping organizations with data to address not just the immediate crises, but also the longstanding inequities behind them, including Climate Action, Equity, Global Health & Poverty.

**Location:** this role is performed from a home-based office and requires residing in territory.

**What you’ll be doing…**

Are you interested in helping our Financial institution customers to mitigate risk, build a foundation of trust, and empower a culture of learning and sharing throughout their organization? Are you seeking to assist customers as utilize their analytics to react faster to the needs of the market and continue to provide optimal customer service during this critical time?

As a Tableau Solution Engineer, you will be empowered to sell the features, capabilities, and most importantly the value of Tableau as a modern analytics platform to Financial Services customers, including banking, insurance and asset management.

You will have the opportunity to learn the Tableau Platform offerings, the use cases that best leverage them and the IT environments that our platform integrates with.

As a technical partner to our Sales Team, you will actively participate in account planning and customer adoption/success through alignment of customer goals with proven best practices.

Some of the things you’ll be accomplishing include…

+ Arrange and conduct in-person (when safe to do so) & web-based meetings as necessary to support presales activities (e.g., discovery, requirements analysis, presentation/demonstration, etc.) with customers and prospects.

+ Develop and deliver outstanding Tableau presentations and product demonstrations that range from standard to custom by generating compelling, interactive visualizations.

+ Lead Guided Evaluations and Proof-of-Concepts (POC) scenarios of a customer-centric solution.

**Who you are…**

**Domain.** Exposure to working with or for Financial Services customers (banking, insurance and asset management) and an enthusiasm to support their mission

**Cultivating Customer Relationships.** You are passionate and have a proven track record for developing relationships with customers (external or internal) driven by extraordinary presentation skills and the ability to establish trust across a range of technical and non-technical audiences.

**Highly Determined.** You have a natural curiosity to figure out how things work. You love to dig into new technologies and have a passion for & commitment to learning.

**Creative Problem Solver.** You love to “think outside the box” and have a flair for being artistic and innovative when building a solution.

**Technical.** Proficiency in most of the following: Visual Analytics, Business Intelligence, Data Cleansing & Transformation, Databases, Data Warehousing, Software Architecture, Security.

**Teaming.** You have a history of working well with others and excelling in team environments.

**Experience & Education** . 5+ years performing in customer-facing function (primarily pre-sales, but also customer consulting and customer success roles) or relevant Tableau, Analytics or Business Intelligence experience in a non-presales environment or relevant Bachelor's degree required.

**You are a Recruiter!** Tableau hires company builders, and, in this role, you will be asked to be on the constant lookout for the best talent to bring onboard to help us continue to build one of the best companies in the world!



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Sr/Lead Solution Engineer, Enterprise Financial Services

Full time
Atlanta, GA

Published on 09/18/2021

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