Enterprise Sales Engineer, Financial Services
About The Position
Sierra is hiring an Enterprise Sales Engineer to support its Financial Services team. Sierra provides a platform for customer-facing AI agents and works with major brands to transform customer service and business growth. The company is primarily in-person and based in San Francisco, with offices across North America, Europe, and Asia. The Financial Services team works with banks, neobanks, insurers, and other financial organizations to develop AI strategies and tools that improve customer experiences. The role partners closely with Sales to win deals and grow customers, building tailored working agents for prospects and existing customers. It owns the technical pre-sales process from discovery through solution design, demos, technical and architecture reviews, and ongoing technical guidance throughout the sales cycle. The role also collaborates with Sales, Product, and Agent Engineering to support go-to-market work and improve agents through customer-driven product development, while developing deep industry knowledge and scalable sales practices.
Requirements
- 3–4+ years of experience in Sales Engineering, Solutions Engineering, or customer-facing technical sales.
- Experience leading sales processes with enterprise customers and deal sizes ranging from $200,000 to $500,000.
- Experience building and presenting demos and working with customers or clients in a go-to-market function.
- Experience building relationships with prospects, including executives and technical leaders.
- Ability to connect prospects’ business problems with Sierra’s solutions and explain them to technical and non-technical audiences.
- Ability to use AI tools effectively in discovery preparation, solution design, demo and prototype building, and technical proposals; accountable for the accuracy of customer-facing work, including AI-assisted work.
- Track record of managing many deals concurrently without sacrificing quality, and comfort switching between sub-industries and use cases.
- Bachelor’s degree or above, or equivalent professional experience.
Nice To Haves
- Bachelor’s degree in Computer Science or a related field.
- Experience translating code, technical logic, and user requirements into product and engineering requirements.
- Experience selling a technical AI product.
Responsibilities
- Partner with Sales counterparts to help win deals and grow customers.
- Build tailored, working agents for prospects and existing customers, from initial discovery through delivery.
- Own the end-to-end technical pre-sales process, including scoping use cases, articulating business value, designing and demonstrating the platform, leading technical and architecture reviews, and acting as the trusted technical expert throughout the sales cycle.
- Work with Sales, Product, and Agent Engineering to drive go-to-market efforts and continuously improve agents through customer-driven product development.
- Develop deep knowledge of the financial services industry, its patterns, and successful sales motions to scale work.
- Use AI tools as part of technical sales activities, while ensuring the accuracy of customer-facing materials.
Benefits
- Flexible (unlimited) paid time off.
- Medical, dental, and vision benefits for employees and their families.
- Life insurance and disability benefits.
- Retirement plan dependent on country of employment.
- Parental leave.
- Fertility and family-building benefits through Carrot.
- Lunch, snacks, and coffee.
- Discretionary benefit stipend.
- Free alphorn lessons.
- Eligible full-time employees may participate in Sierra’s equity plans, subject to applicable plans and policies.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
