Senior Sales Engineer - Finance Data Platform (Hybrid NY/SF)

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

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.