Enterprise Sales Engineer Financial Services

Skills

About the Role

You will lead the technical pre-sales process for enterprise financial-services customers. You will scope use cases, demonstrate tailored agents, conduct technical and architecture reviews, and translate business needs into solution designs and proposals.

Requirements

• 3–4+ years of experience in Sales Engineering, Solutions Engineering, or customer-facing technical sales
• Experience leading enterprise sales processes for deals ranging from $200K to $500K
• Experience building and presenting demos and working with customers or clients in go-to-market functions
• Experience building relationships with prospects, executives, and technical leaders
• Ability to connect business problems to solutions for technical and non-technical audiences
• Ability to use AI tools for discovery preparation, solution design, demos, prototypes, and technical proposals
• Track record of managing many concurrent deals without sacrificing quality
• Bachelor's degree or equivalent professional experience

Responsibilities

• Partner with Sales to win deals and grow customers
• Develop tailored working agents for prospects and existing customers
• Own the end-to-end technical pre-sales process
• Scope customer use cases and articulate business value
• Design and demonstrate the platform
• Lead technical and architecture reviews
• Serve as a trusted technical expert throughout the sales cycle
• Collaborate with Sales, Product, and Agent Engineering
• Develop industry knowledge, patterns, and scalable sales motions

Benefits

• Unlimited paid time off
• Medical, dental, and vision benefits for employees and their families
• Life insurance and disability benefits
• Retirement plan dependent on country of employment
• Parental leave
• Fertility and family-building benefits through Carrot
• Lunch, snacks, and coffee
• Discretionary benefit stipend
• Free alphorn lessons
• Equity plans