Sales Engineer

About :

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 the ones 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 '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 '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.

• 4+ years in B2B SaaS, AI, 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.

• Tailored demos of our product suite to help each financial institution with what their needs will be. Competition analysis, technical expert for POC.

• Up to 25% travel: trade-shows, conventions, customer visits

• 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

🍜 Daily meals on us

🚇 Commuter benefit

💪 Monthly wellness stipend

🤖 Claude Enterprise + frontier AI tools for every employee — build with the best

🏙️ Brand-new 21st-floor SF office at 44 Montgomery — floor-to-ceiling views, worth showing up to

🌴 Discretionary PTO + paid parental leave

🧘 Mental health, wellness & family benefits

🚀 A mission-driven team shaping the future of banking

Why

Series A · $30M raised · Cash-flow positive — we're not burning cash hoping the product works. It works. Customers are live, revenue is real, and the mission is one you can explain to your family without a slide deck.

You'll work directly with Bruce Kim (CTO / Co-Founder), who sets the technical bar and goes deep on the hardest problems, and Srinivas Njay (CEO), who is hands-on daily across product and engineering. Founding-team-tier equity, top-of-market base, comprehensive benefits, and a modern San Francisco office worth showing up to. The team is small enough that your judgment shapes everything, and the market is large enough that what you build will matter for a long time.

is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees