Sales Engineer providing technical solutions for legal and financial deal workflows. Collaborating with sales teams to enhance enterprise deals and transform deal processes in a fast-paced environment.
Responsibilities
Act as the ultimate product expert and technical advisor alongside Sales & Account Management to design tailored solutions for prospects and customers
Act as technical liaison, translating complex technical requirements into value-based discussions
Level-up our pre-sales motion by owning the full POC lifecycle: scoping, success criteria, execution, and close-out
Build and refine repeatable demo flows and segment-specific playbooks for law firms and in-house legal teams
Guide prospects through security reviews, integration planning, and technical evaluation
Enable our sales team with the depth to run discovery and handle customer questions
Serve as a voice of the customer to Product and Engineering, surfacing field patterns that inform roadmap priorities and ensuring a seamless transition from pre-sales to post-sales delivery
Collaborate with Sales and Account Management to support post-sale implementation, utilizing technical KPIs to streamline onboarding and accelerate Time-to-Value
Requirements
4+ years in pre-sales, solutions engineering, or technical consulting in enterprise B2B software
Experience selling to law firms, private equity, financial services, or similarly complex buyers
Comfort presenting to senior partners, C-suite, and technical stakeholders
Working knowledge of APIs, data integrations, and enterprise security requirements
Consultative mindset (you listen and diagnose before proposing solutions)
High EQ with sophisticated, expert buyers
Comfort with ambiguity and building processes from scratch
**Preferred:** experience with legal tech, AI/ML products, or M&A and document-intensive workflows
Benefits
Competitive salary, equity, and comprehensive benefits (health, dental, vision, 401k)
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