Financial Services Solutions Engineer

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 counterparts
• Scope financial services use cases with enterprise customers
• Design and present Sierra platform demonstrations and prototypes
• Coordinate CX, IT, security, procurement, and executive stakeholders
• Remain involved through handoff, launch, and account expansion

Requirements:

• Four to six-plus years in customer-facing technical sales
• Experience leading enterprise sales processes and large deals
• Strong executive and technical relationship-building experience
• Ability to connect business problems with Sierra solutions
• Experience growing accounts beyond initial sales

Bring financial services understanding, technical sales judgment, and relationship-building skills to Sierra’s customer-focused AI platform.

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