Sales Engineer

interface.ai; San Francisco (CA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

100% paid health, dental & vision care

401(k) & financial wellness perks

Discretionary PTO + paid parental leave

Mental health, wellness & family benefits

Job summary

interface.ai in San Francisco is seeking a Solutions Engineer to co-sell AI-driven financial solutions. You will guide technical discovery, build tailored demos, and present AI architecture to clients. This role demands a strong technical background in B2B SaaS, with responsibilities centered around pre-sales engineering.

Your expertise in AI, writing skills, and understanding of banking integrations will be key to winning complex deals and shaping our product offerings. Enjoy comprehensive benefits, including health care and flexible PTO.

Qualifications

• 5–10 years in B2B SaaS or enterprise technology with 3 years in a dedicated Solutions Engineer role.
• Demonstrated career progression from a technical foundation to pre-sales.
• Proven track record in competitive displacement.

Responsibilities

• Own the technical win on assigned enterprise opportunities.
• Lead structured technical discovery in each deal.
• Build tailored product demonstrations mapped to each prospect’s pain.

Skills

B2B SaaS experience

AI and NLU concepts

Written communication skills

Telephony architecture

API connectivity

Education

Bachelor’s degree in Computer Science or related field

Job description

About Interface.ai

Interface.ai is redefining how financial institutions serve their members through agentic AI and conversational AI — and we’re doing it in production, at scale, with real outcomes. $30M in Series A funding. Cash‑flow positive. A mission that matters: democratizing financial wellness for every American, not just those who can afford a private banker.

Key Responsibilities

• Own the technical win on all assigned enterprise opportunities — from discovery through proof of concept completion and executive sign‑off — operating as a true co‑seller alongside the AE, not a demo resource.
• Lead structured technical discovery on every assigned deal, uncovering integration complexity, organizational dynamics, and true evaluation criteria — and delivering a deal brief to the AE within 24 hours of each discovery call.
• Build and deliver tailored product demonstrations of interface.ai’s full platform — AI Phone Banking, Smart Discovery, Smart Transaction, and FLA/Orbit — mapped precisely to each prospect’s stated pain and unstated anxieties, not a generic feature walkthrough.
• Design, own, and execute proof of concept engagements; manage the technical evaluation end‑to‑end and drive to a documented technical win before commercial close.
• Present AI architecture, integration patterns, and ROI models to both technical buyers (IT directors, core banking architects) and business buyers (CEOs, VPs of Operations) — adjusting register instantly and losing nothing in translation.
• Co‑own competitive strategy with the AE on displacement opportunities; know the incumbent’s weaknesses, the customer’s switching cost calculus, and interface.ai’s winning angles — and put them in writing after every closed deal.
• Build and maintain a reusable demo environment tailored to the credit union and community bank buyer persona, continuously refined with competitive intelligence and new product capability.
• Support V5→V6 migration conversations as a technical authority — speak credibly to platform architecture differences, data migration implications, and integration continuity for prospects evaluating during transition.
• Contribute structured deal intelligence — competitive objections, integration patterns, product gaps — back to Product and Engineering in a way that influences the roadmap.

Qualifications

• Bachelor’s degree in Computer Science, Engineering, or a related technical field.
• 5–10 years in B2B SaaS or enterprise technology, with at least 3 years in a dedicated Solutions Engineer or pre‑sales engineering role carrying direct ownership of the technical win.
• Demonstrated career progression from a technical foundation — support, implementation, or TAM — into pre‑sales, with a clear record of expanding deal complexity, product surface area, and vertical depth at each stage.
• Deep technical fluency in AI and NLU concepts — intent recognition, confidence thresholds, fallback design, model retraining — and the ability to speak credibly to these topics with both technical and non‑technical audiences.
• Experience building and delivering custom POC environments and demo sandboxes; engineering initiative beyond slide‑deck SE work is a strong positive signal.
• Proven track record in competitive displacement — has beaten an incumbent in a structured evaluation, not just sold into greenfield accounts.
• Strong written communication skills: owns RFP and RFI responses, POC summaries, and technical proposals independently without requiring heavy AE or sales leadership support.
• Background in CCaaS, conversational AI, IVR/telephony, or contact center software strongly preferred; financial services or regulated vertical experience is a significant additional plus.
• Familiarity with core banking integration patterns, telephony architecture, and API‑based platform connectivity — directly relevant to the credit union and community bank buyer.
• Skill in using AI and productivity tools — including prompt engineering with generative AI — to build sharper demos, faster RFP responses, and more compelling technical narratives.

Benefits

• 100% paid health, dental & vision care
• 401(k) & financial wellness perks
• Discretionary PTO + paid parental leave
• Mental health, wellness & family benefits
• A mission‑driven team shaping the future of banking

Why Interface.ai

Series A

• $30M raised
• Cash‑flow positive — we’re not burning cash hoping the product works. Customers are live, revenue is real, and the mission — bringing intelligent financial services to everyday Americans — is one you can explain to your family without a slide deck.

About the Role

The SE at interface.ai is not a support function for the AE — you are a co‑seller and a technical authority. You will shape deal strategy, own the POC, and stand in front of credit union CEOs and IT directors as the technical face of the company. The deals are complex, the buyers are skeptical, and the wins are earned. That is exactly the kind of work that builds an exceptional pre‑sales career.

The team we’re building is small enough that your judgment shapes everything. The market we’re in is large enough that what you build will matter for a long time.