AI Sales Engineer supporting financial institutions by leading discovery calls and designing AI-driven solutions. Collaborating across teams to ensure client success and efficiency improvements.
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
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