Senior Sales Engineer

interface.ai; San Francisco (CA); On-site; USD 160,000 - 220,000; Full time

Benefits offered by this job

401(k) match & financial wellness perks

Discretionary PTO + paid parental leave

Mental health, wellness & family benefits

Mission-driven team shaping the future of banking

Job summary

A financial technology firm is seeking a Senior Sales Engineer to drive technical pre-sales efforts and support business growth. This role involves collaborating with various teams to expand presence in financial institutions, providing technical expertise during sales engagements, and documenting solutions. Candidates should have over 4 years in Sales Engineering, a background in computer science, and strong communication skills. The position offers a competitive OTE between $160,000 and $220,000.

Qualifications

• 4-10 years of total technical experience, at least 4+ years in Sales Engineering.
• Experience selling Enterprise Software, preferred in Financial Services.
• Able to engage in conversations with CXO level executives.

Responsibilities

• Understand technical features of products and services.
• Create and deliver custom demonstrations.
• Partner with the sales team in business development activities.
• Document client expectations and solutions sold.
• Engage in client events and tradeshows.

Skills

Technical sales expertise

Understanding of financial institutions

Ability to leverage AI tools

Effective communication skills

Technical writing skills

Value-driven conversation skills

Education

Bachelor's degree in Computer Science or related field

Job description

Banking is being reimagined and customers expect every interaction to be easy, personal, and instant.

We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies.

Ultimately, our mission is to drive financial well-being for millions of consumers.

With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.

Role Overview

As a Senior sales Engineer, you will be the technical pre sales driving force behind Interface.ai's growth — leading new business acquisition, scaling our go-to-market strategy, and expanding our presence within financial institutions. You'll be closely collaborating with Account Executives, Customer Success, Product, Marketing, to ensure the overall success of the company to consistently win and grow high-value, strategic accounts.

What You Will Do

• Understand the technical features of products and services being sold in-depth.
• Be the product expert in sales engagements to answer business and technical questions, create & deliver custom demonstrations, articulate business value propositions, and provide technical competitive differentiation.
• Partner with the sales team in business development activities and assist them in conversations with prospects by providing relevant technical information.
• Work on building organizational and technical writing skills to execute business-critical RFPs and RFIs, maintain a complete and accurate database of responses.
• Leverage learnings from prospect and customer interactions and apply that knowledge to prospective customer communications.
• Provide prospect and customer feedback to internal stakeholders from the Product, Marketing, and Leadership teams.
• Be involved in other sales-related functions including client events and tradeshows as well as other key initiatives.
• Effectively document client expectations, solutions sold, and perform proper handovers to delivery after successful sales.

What You Will Bring

• 4-10 years of total technical experience (at least 4+ years in Sales Engineering)
• Familiar working with financial institutions (credit unions preference)
• Have the ability to learn quickly and leverage AI tools to your advantage.
• Are passionate about the possibilities at the intersection of AI + Banking.
• Have worked in a B2BC SaaS startup environment working closely with executives up to Founder.
• Come from an engineering background, computer science (mandatory).
• Have a track record of successfully selling Enterprise Software; Experience selling to Financial Services is a plus.
• Can understand the technical aspects of the product and handle technical questions during demos with ease.
• Have the ability to engage in value-driven conversations with CXO level executives.
• Can explain technical concepts to non-technical audiences.
• Have excellent written and verbal communication skills, including technical writing and formal presentation skills.
• Skill in using prompt engineering techniques to enhance productivity, drive efficiency, and decision-making with generative AI tools.

Compensation

• On-Target-Earnings are expected to be between $160,000 - $220,000 (Base + Commissions). Exact compensation may vary based on skills and location.

What We Offer

• 💰 401(k) match & financial wellness perks
• 🌴 Discretionary PTO + paid parental leave
• 🧠 Mental health, wellness & family benefits
• 🚀 A mission-driven team shaping the future of banking