Solutions Engineer, Financial Services

About the Role

We are seeking a solutions engineer to partner with our largest Financial Services customers and ensure they achieve tangible business value from our models through the OpenAI suite of products. You will partner with senior business stakeholders to understand their pre-sales needs, guide their AI strategy, and identify the highest value use cases and applications. You will work with business and technical teams to demonstrate the value of our solutions and recommend architectural patterns to kickstart their implementation and development. You will work closely with Financial Services and Large Enterprise Sales, Security, and Product teams.

This role is based in San Francisco, CA or New York, NY. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees.

In this role, you will

• Deliver an exceptional pre-sales customer experience for large Financial Services prospects and customers by providing technical expertise, outlining the value proposition, and answering product, API, and LLM-related questions.
• Demonstrate how leveraging OpenAI’s suite of products can meet customers’ business needs and deliver substantial business value. This includes building and presenting demos, scoping use cases, recommending architecture patterns, and providing in-depth technical advisory.
• Create and maintain documentation, guides, and FAQs related to common questions and requirements discovered during the pre-sales process.
• Develop and nurture strong customer relationships during the evaluation, validation, and purchasing process.
• Foster customer advocacy and represent the voice of the customer with internal teams by gathering and relaying customer feedback, identifying themes across customers, and incorporating them into product planning.
• Serve as the first line of defense for security and compliance questions, explaining standardized collateral, guiding customers toward relevant resources (e.g., trust portal), and escalating complex requirements to the appropriate teams.

You’ll thrive in this role if you

• Have 10+ years of experience in a technical pre-sales or similar role, including 3+ years selling to Financial Services customers, managing C-level technical and business relationships with complex global organizations.
• Demonstrate a thorough understanding of IT security principles and customer requirements for technical B2B SaaS products, with experience providing higher-level security and compliance support.
• Have foundational training in programming languages like Python or Javascript.
• Have delivered prototypes of Generative AI/traditional ML solutions and have knowledge of network/cloud architecture.
• Are an effective presenter and communicator who can translate business and technical topics to all audiences, including senior leaders.
• Own problems end-to-end and are willing to pick up whatever knowledge you're missing to get the job done.
• Have a humble attitude, an eagerness to help your colleagues, and a desire to do whatever it takes to make the team succeed.