Sales Engineer

Location
San Francisco
Workplace
On-site
Compensation
$150k – $200k + equity

About this role

We are looking for a Sales Engineer with 3-7 years of experience to serve as the technical co-seller alongside our Account Executives, bridging the gap between our complex agentic AI platform and enterprise financial institution buyers. You'll own the technical win on $250K+ ACV deals at a profitable, $30M Series A startup that's redefining how community banks and credit unions serve their customers.

What will you be doing?

Own the entire technical aspect of enterprise deals — from technical discovery and integration assessment through to close

Build and deliver tailored product demonstrations mapped to each prospect's specific pain points and infrastructure

Partner with AEs as a technical co-seller, handling competitive analysis, RFPs, and POC engagements

Identify upsell and cross-sell opportunities by understanding customers' existing technical infrastructure

Travel occasionally (~20%) for on-site client meetings, demos, and industry events

Key Requirements

3+ years in a dedicated Solutions Engineer or pre-sales engineering role with enterprise deal experience (complex tech, large deal sizes)

Background in CCaaS, conversational AI, contact center software, or similar complex technical products

Strong understanding of AI/NLU architecture and integration patterns (no coding required, but must speak credibly to technical buyers)

Startup or high-growth company experience — comfortable with ambiguity and able to be a self-starter from day one

Based in or willing to relocate to San Francisco for 5 days/week on-site

What happens next

Skip the application pile. I get you in front of the people who decide.

Confirm the fit

A few questions to make sure this role is the right shape for you. Two minutes.

I pitch you to the company

I write the intro, send it to the founder, and handle the back-and-forth.

A meeting lands on your calendar

When the company wants to meet, I get the call on your calendar. You just show up.

Culture & values

CEO is hands-on daily across product, engineering, and recruiting

CTO sets the technical bar and goes deep on technical decisions

Leadership has deep expertise in banking and financial services

Know someone who'd be great for this?