Databook

Sales Engineer

• Partner with AEs to run net-new logo opportunities end-to-end
• Lead discovery to understand customer goals, workflows, KPIs, and value levers
• Deliver compelling, narrative-led demos grounded in customer financials and strategic priorities
• Own and execute technical validation, proof of concepts, and security reviews
• Translate customer requirements into clear solution designs, POVs, and recommended workflows
• Guide prospects through Databook best practices, data integrations, and AI-assisted workflows
• Coordinate with Product, Engineering, and Customer Success on roadmap feedback and customer needs
• Represent Databook with confidence and credibility in conversations with VP and C-level audiences
• Ensure prospects clearly understand Databook’s differentiation versus generic AI copilots and internal builds

Engineer

• Design, build, and deploy agentic workflows and guided coaches for a broad set of GTM and customer-facing personas
• 50% of your time will be spent directly with customers to understand their current-state workflows, map problem areas, define desired future-state outcomes, and ensure the agent solves the real business need
• Own customer relationships throughout the design and deployment cycle, serving as a trusted partner on workflow strategy and adoption
• Translate ambiguous, cross-functional business processes into structured agent logic with clear inputs, transformations, decisions, and outputs
• Develop and refine prompts, tools, routing logic, validation steps, and reasoning patterns inside each workflow
• Build and maintain evaluation harnesses (test cases, gold outputs, rubrics, hallucination checks) to ensure predictable, repeatable, and trusted agent performance
• Test agents across real-world edge cases including: sparse CRM data, conflicting inputs, new logo vs existing, industry-specific differences, persona-specific expectations, and public vs private financial contexts
• Create PRDs, workflow specs, sequence diagrams, and “before vs after” clarity documents
• Collaborate closely with Sales, Product, Engineering, and Customer Success to ensure agents meet real user needs and align to Databook’s architecture
• Own “demo readiness” of workflows: fast runtime, transparent data sourcing, explainability, and narrative clarity
• Present workflows and reasoning paths to internal and external stakeholders, including executives
• Document agent behavior, guardrails, safety patterns, and failure modes
• Serve as a strategic advisor to customers on agentic workflow design, enterprise AI readiness, data requirements, and ongoing iteration

Agent Builder/Forward Deployed Engineer

Operations

• Work directly with CS Managers and Account Executives to help Databook customers recognize their short- and long-term business initiatives leading to expansion and growth of accounts
• Learn and help to define a data-driven approach to customer success and management
• Be an active member of Databook’s Leadership team to continuously improve processes which accelerating scaling of operations
• Analyze customer data and work with the team to identify patterns that help in taking concrete actions to drive better customer adoption of Databook platform
• Directly collaborate with customers to ensure they are realizing the benefits from Databook's AI software: saving time and driving significant pipeline and sales expansion
• Understand Databook customer’s sales cycle and identify how Databook use cases can be leveraged across the process
• Become an expert at Databook's approach to guided selling through hands-on training
• Work alongside the C-level sales leaders to create data-driven solutions for supercharging sales
• Undergo mentoring sessions with Databook’s top executives and board advisors
• Meet regularly with GTM leaders to gain insight into business objectives and issues
• Collaborate with sales and solutions engineering leaders to achieve agreed upon sales targets and outcomes consistently and on time
• Work effectively with team members and other departments to reach sales targets
• Stay up-to-date with sales best practices and trends

Strategy and Operations Director

Manager

• Directly collaborate with customers to ensure they are receiving the benefits from Databook's software through supporting strategic sales transformation at enterprise SaaS companies
• Analyze platform analytics to help clients understand how Databook is impacting their sales pipeline while strategizing on how to increase usage maturity on the platform
• Meet regularly with clients’ sales, sales operations and sales enablement leaders to gain insight into business objectives and align on Databook’s positioning to support those goals
• Collaborate with internal Databook stakeholders to achieve agreed upon sales targets and outcomes consistently and on time
• Contribute to Customer Strategy team growth and scalability through ongoing internal Databook projects and initiatives

Databook

Sales Engineer

Agent Builder/Forward Deployed Engineer

Strategy and Operations Director

Strategic Accounts Manager

Senior Customer Strategy Manager