Sales Engineer, Agentic AI for Banking (SF)

The role

You will own the technical side of enterprise deals, from discovery and integration assessment through close. You will build product demos, partner with Account Executives, and scope technical delivery for agentic AI products used by financial institutions.

What you will do

• Own the entire technical side of enterprise deals
• Build and deliver tailored product demos
• Partner with AEs on competitive analysis, RFPs, and POCs
• Act as project manager on the deal
• Scope technical delivery and define SOWs
• Write RFP and RFI responses, POC summaries, and technical proposals
• Spot upsell and cross-sell opportunities

Required qualifications

• 7+ years in a dedicated pre-sales Sales Engineer or Solutions Engineer role
• Track record of owning the technical win on enterprise deals
• Experience carrying or supporting a quota
• Strong understanding of AI/NLU architecture and integration patterns
• Hands-on use of AI and productivity tools (prompt engineering)
• Excellent presentation skills
• Strong written communication
• Startup or high-growth company experience
• Bachelor's degree in Computer Science, Engineering, or a related technical field
• Live in or near San Francisco

Nice to have

• Background in CCaaS, contact center software, voice AI, conversational AI, or agentic AI
• Experience selling into banks, credit unions, or financial services
• Familiarity with core banking systems

Benefits

• 100% paid health, dental, and vision
• Daily meals
• Claude Enterprise for every employee
• Commuter benefits

Before you apply

• Recruiter Intro Call
• Technical Interview
• Technical Discussion with Head of Sales Engineering
• Final On-Site

About the company

Our client builds agentic AI for community banks and credit unions. The company is a profitable, venture-backed startup with 100+ people.