Solutions Engineer, Financial Services

OpenAI OpenAI · AI Frontier · San Francisco, CA · Go To Market

Solutions Engineer for Financial Services at OpenAI, focusing on helping large enterprise clients achieve business value from OpenAI's models through technical expertise, strategic guidance, and architectural recommendations. This role involves pre-sales, customer relationship management, and acting as a liaison between customers and internal teams.

What you'd actually do

  1. 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.
  2. 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.
  3. Create and maintain documentation, guides, and FAQs related to common questions and requirements discovered during the pre-sales process.
  4. Develop and nurture strong customer relationships during the evaluation, validation, and purchasing process.
  5. 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.

Skills

Required

  • technical pre-sales
  • Financial Services customer sales
  • C-level relationship management
  • IT security principles
  • B2B SaaS product technical support
  • programming languages (Python or Javascript)
  • Generative AI/traditional ML solutions prototyping
  • network/cloud architecture
  • presentation and communication skills
  • problem ownership
  • customer relationship management

Nice to have

  • humble attitude
  • eagerness to help colleagues
  • desire to do whatever it takes to make the team succeed

What the JD emphasized

  • 10+ years of experience in a technical pre-sales or similar role
  • 3+ years selling to Financial Services customers
  • managing C-level technical and business relationships with complex global organizations
  • thorough understanding of IT security principles and customer requirements for technical B2B SaaS products
  • experience providing higher-level security and compliance support