Sales Engineer

• Lead discovery calls and technical scoping calls with prospects to uncover workflow challenges and inefficiencies in financial institutions.
• Create workflow maps and reports that highlight operational bottlenecks and identify agentic AI opportunities for automation.
• Partner with Sales to co-own the pre-sales process from discovery through proposal.
• Engage executive stakeholders, deliver clear, compelling insights on how Agentic AI drives measurable ROI and transforms operations at scale.
• Collaborate across the team with sales, customer success, and product to ensure customer success.

Sales Engineer

Senior Sales Engineer

Sales Engineer

Director of Sales Engineering

Sales Engineer