The role
- COMP
- $150K - $200K
- EQUITY
- Competitive equity
- LOCATION
- San Francisco
- WORKPLACE
- On-site
- EXPERIENCE
- 3 - 7 years
- VISA
- None, Visa transfers, New visa sponsorships
- INDUSTRY
- AI, Fintech, Financial Services, Finance, Software Development
/roles — ROLE_278
Sales Engineer
Profitable fintech AI company automating customer service and operations for credit unions and community banks
The company
Profitable, venture-backed company offering agentic AI to credit unions and community banks, automating member and staff interactions by phone, in digital channels, and through staff-assisted service.
- STAGE
- growth-stage
- FUNDING
- $30M+ raised
- TEAM
- 100+ people
- FOUNDED
- 2019
- BACKING
- VC-backed
JD — the work
About the role
You would be the technical partner to account executives, connecting a sophisticated agentic AI product with the technical buyers at banks and credit unions. You would be accountable for winning the technical evaluation on large enterprise deals with six-figure annual contract values, at a profitable, venture-backed company changing how community financial institutions serve customers. No coding is required, but you must speak credibly about AI and integrations. The role is on-site in San Francisco five days a week, with about 20% travel.
What you'll do
- Own the technical track of each enterprise deal, from early discovery and assessing integrations through signature
- Create custom demos shaped around each prospect's systems and specific problems
- Work alongside account executives on RFP responses, competitive positioning, and proof-of-concept projects
- Find upsell and cross-sell openings by learning each customer's existing technical setup
- Travel roughly a fifth of the time to see clients, run on-site demos, and attend industry events
What they're looking for
- 3+ years as a solutions engineer or presales engineer working complex enterprise deals
- Background selling contact center, CCaaS, conversational AI, or similarly complex technical products
- Enough understanding of how AI and NLU systems are built and integrated to earn technical buyers' trust (coding not required)
- Time at a startup or fast-scaling business, with the self-direction to handle ambiguity from your first week
- Living in San Francisco, or ready to move there, for full-time on-site work