About the role

Solutions Engineer managing pre-sales technical engagements for Financial Services customers with OpenAI's product suite. Delivering value through technical expertise and customer relationship management.

Responsibilities

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.

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.

Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts
Pre-tax accounts for Health FSA, Dependent Care FSA, and commuter expenses (parking and transit)
401(k) retirement plan with employer match
Paid parental leave (up to 24 weeks for birth parents and 20 weeks for non-birthing parents), plus paid medical and caregiver leave (up to 8 weeks)
Paid time off: flexible PTO for exempt employees and up to 15 days annually for non-exempt employees
13+ paid company holidays, and multiple paid coordinated company office closures throughout the year for focus and recharge, plus paid sick or safe time (1 hour per 30 hours worked, or more, as required by applicable state or local law)
Mental health and wellness support
Employer-paid basic life and disability coverage
Annual learning and development stipend to fuel your professional growth
Daily meals in our offices, and meal delivery credits as eligible
Relocation support for eligible employees
Additional taxable fringe benefits, such as charitable donation matching and wellness stipends, may also be provided.