FormativGroup
The Senior Salesforce Presales Solution Engineer – Financial Services partners with account executives, industry SMEs, alliance teams, and delivery leaders to shape and win Salesforce transformation opportunities for insurance, wealth & asset management, and banking clients. The role focuses on understanding client business processes, designing practical Salesforce solutions, and creating compelling demonstrations and technical win strategies.
Headquarters
White Plains, New York, United States
Company Size
1-10 employees
Founded
2011
FormativGroup is a business technology consultancy that helps mid-market organizations modernize Salesforce, data architecture, and workflows through practical, aligned solutions. They offer Application Solutions, Technology Solutions, and Platform Solutions across industries including banking, healthcare, insurance, and higher education. Following their acquisition of Saige Consulting, FormativGroup also delivers AI and data engineering capabilities to help businesses connect data, workflows, and applications for sustainable operational outcomes.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for FormativGroup.
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