Financial Services Solutions Engineer
Sierra
Shape AI strategies for financial services organizations as a Solutions Engineer at Sierra, primarily working in person from San Francisco. Connect customer problems with practical platform solutions.This customer-facing technical sales role supports banks, neobanks, insurers, and organizations including Rocket Companies. You will guide discovery, develop prototypes, and communicate Sierra’s value across business and technical audiences. Account work continues through launch and expansion.Key Responsibilities:
Serve as the primary technical partner to Sales counterpartsScope financial services use cases with enterprise customersDesign and present Sierra platform demonstrations and prototypesCoordinate CX, IT, security, procurement, and executive stakeholdersRemain involved through handoff, launch, and account expansionRequirements:
Four to six-plus years in customer-facing technical salesExperience leading enterprise sales processes and large dealsStrong executive and technical relationship-building experienceAbility to connect business problems with Sierra solutionsExperience growing accounts beyond initial salesBring financial services understanding, technical sales judgment, and relationship-building skills to Sierra’s customer-focused AI platform.
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Serve as the primary technical partner to Sales counterpartsScope financial services use cases with enterprise customersDesign and present Sierra platform demonstrations and prototypesCoordinate CX, IT, security, procurement, and executive stakeholdersRemain involved through handoff, launch, and account expansionRequirements:
Four to six-plus years in customer-facing technical salesExperience leading enterprise sales processes and large dealsStrong executive and technical relationship-building experienceAbility to connect business problems with Sierra solutionsExperience growing accounts beyond initial salesBring financial services understanding, technical sales judgment, and relationship-building skills to Sierra’s customer-focused AI platform.
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