Sales Engineer | New York or San Francisco | $225K+ OTE

William and William Recruiting; San Francisco (CA); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Uncapped commission

Equity in Series B

Fully paid benefits

Job summary

William and William Recruiting represents a Series B fintech data platform company seeking a Senior Sales Engineer to own enterprise demos, POCs and discovery. You will partner with Account Executives on technical win strategies and build credibility with CFOs and VPs of Finance.

You will also create reusable demo environments and enablement assets, while coaching other SEs on accounting depth. Location is NYC or San Francisco with uncapped commission and equity.

Qualifications

• 6–10+ years total experience with 3+ years in a customer‑facing SE/solutions consultant role in ERP or FP&A.
• Deep accounting and finance domain knowledge to engage CFOs and Controllers from day one.
• Proven track record running enterprise demos, POCs and discovery independently.

Responsibilities

• Lead complex enterprise demos, discovery sessions and POCs for mid‑market to enterprise accounts.
• Collaborate with Account Executives on technical win strategies and credibility with finance leadership.
• Build reusable demo environments and collateral; coach other SEs on accounting depth.
• Feed customer feedback to product and PMM to influence the roadmap; own major deals.

Skills

Enterprise demos

POC & discovery

Accounting domain knowledge

Sales Engineer experience

Finance/ERP/FP&A familiarity

Education

CPA or accounting background

Job description

A Series B company building the modern financial data platform for accounting and finance teams. Their customers are some of the most recognizable names in AI, fintech and payments, and they are backed by top-tier venture investors. The product weaves together data, workflows and AI to help accounting teams close faster and trust their numbers.

Most software in this space was built in the early 2000s. It is slow, fragmented, and nowhere near the curve on AI. This team is rebuilding it from first principles, and they have the customer base to prove the thesis works.

The role

This is the senior technical seat on a go-to-market team that is scaling fast. You will run complex enterprise demos, discovery sessions and proof-of-concept engagements independently across mid-market and enterprise accounts, partner with Account Executives on technical win strategies, and build real credibility with CFOs, Controllers and VPs of Finance.

You will also build the function, not just work in it: reusable demo environments, technical collateral and enablement the rest of the team runs on, plus coaching other SEs on accounting domain depth. Customer feedback you gather goes directly to product and PMM to shape the roadmap.

The SE is in the room on every major deal here. This is not a support seat.

What we are looking for

• 6 to 10+ years total experience, with 3 or more as a customer-facing Sales Engineer or Solutions Consultant at an ERP or FP&A platform
• Deep accounting and finance domain knowledge, enough to hold a room with a CFO or Controller from day one
• A track record running complex enterprise demos, POCs and discovery on your own
• Based in New York or San Francisco

Nice to have

• CPA or a formal accounting background
• Experience building an SE function at a high-growth startup
• Familiarity with close management or financial reporting workflows

Logistics

In office in New York or San Francisco. The expectation is that if you are in your home city, you are in the office, with flexibility to manage your own schedule around that. Uncapped commission, fully paid benefits, meaningful Series B equity.