Sales Engineer, Agentic AI for Banking (SF)

Location: San Francisco, United States; on-site five days a week. Travel about 20% for client meetings, demos, and industry events.

Salary: $150,000–$200,000 base annually; OTE $210,000–$260,000, plus equity.

Company

Builds agentic AI for community banks and credit unions, including voice agents, digital banking assistants, and AI co-pilots for financial-services staff. The platform is pre-trained for banking compliance and live at more than 100 financial institutions.

What you will do

• Own the technical side of enterprise deals from discovery and integration assessment through close.
• Build and deliver tailored product demos based on prospect pain points and infrastructure.
• Partner with Account Executives on competitive analysis, RFPs, RFIs, POCs, and technical proposals.
• Manage technical deal activities, scope delivery, and define statements of work.
• Identify upsell and cross-sell opportunities based on customer infrastructure.
• Support enterprise deals averaging $300K–$500K+ across 6–9 month sales cycles.

Requirements

• 7+ years in a dedicated pre-sales Sales Engineer or Solutions Engineer role.
• Experience owning the technical win on enterprise deals, including discovery, demos, technical scoping, POCs, RFPs, and competitive displacement.
• Experience carrying or supporting a quota.
• Strong understanding of AI/NLU architecture and integration patterns; coding is not required, but credible communication with technical buyers is essential.
• Hands-on use of AI and productivity tools, including prompt engineering, to build demos, RFP responses, and technical narratives.
• Excellent presentation and written communication skills, with the ability to explain complex technical concepts as clear business outcomes.
• Startup or high-growth company experience.
• Bachelor’s degree in Computer Science, Engineering, or a related technical field.
• Must live in or near San Francisco and be willing to work on-site five days a week.

Nice to have

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

Culture & Benefits

• Profitable, venture-backed startup with $30M Series A funding, positive cash flow, and production customers.
• Direct access to founders in a small, fast-moving team where the role influences deals and product direction.
• 100% company-paid health, dental, and vision insurance.
• Daily meals, Claude Enterprise for every employee, and commuter benefits including BART and Caltrain.
• Brand-new 21st-floor office above Montgomery BART in downtown San Francisco.
• Competitive equity and an OTE of $210,000–$260,000.

Hiring process

• Recruiter introduction call covering background, goals, and logistics.
• Scenario-based technical interview focused on enterprise deal cycles, followed by a 45-minute technical discussion with the Head of Sales Engineering including a live role-play.
• Final 1–2 hour on-site interview with the team and leadership in the San Francisco office.