Sales Engineer providing technical expertise and customer - focused engagement for Cerio's data center solutions. Collaborating with teams to execute effective sales plans and deliver presentations.
About the role
- AI Sales Engineer helping financial institutions improve productivity with AI-driven solutions. Engage with prospects and executive stakeholders to uncover workflow challenges and design impactful strategies.
Responsibilities
- Lead discovery calls and technical scoping calls with prospects to uncover workflow challenges and inefficiencies in financial institutions.
- Create workflow maps and reports that highlight operational bottlenecks and identify agentic AI opportunities for automation.
- Partner with Sales to co-own the pre-sales process from discovery through proposal.
- Engage executive stakeholders, deliver clear, compelling insights on how Agentic AI drives measurable ROI and transforms operations at scale.
- Collaborate across the team with sales, customer success, and product to ensure customer success.
Requirements
- 5+ years of experience in financial services, sales engineering, consulting, customer success, business process improvement, or AI-driven automation.
- Domain expertise either working in an American banking institution or credit union
- Expertise in workflow mapping, process optimization, and ROI analysis, with the ability to manage multiple workflows and quickly connect the dots.
- Effective communication skills, experience and comfort in engaging with senior executives and leaders at financial institutions.
- Experience building business cases and ROI narratives.
- Growth mindset and curiosity - Have a growth mindset, drive initiatives, and a strong desire to help customers succeed.
Benefits
- Competitive compensation with premium benefits and equity package
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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