Solutions Engineer, Financial Services

Details

The Technical Success team is responsible for the customer experience on the OpenAI suite of products, ensuring developers and enterprises maximize benefit, value, and adoption from our highly-capable models. OpenAI's customers represent a range of diverse backgrounds and maturity, from early-stage startups to established global enterprises.

This role partners with large Financial Services customers to ensure they achieve tangible business value from OpenAI models and products. You will work with senior business stakeholders to understand pre-sales needs, guide AI strategy, identify high-value use cases, recommend architecture patterns, build demos and prototypes, and provide in-depth technical advisory. You will collaborate closely with Financial Services and Large Enterprise Sales, Security, and Product teams.

This role is based in San Francisco, CA or New York, NY. The team uses a hybrid work model of 3 days in the office per week and offers relocation assistance to new employees.

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, including 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.

Requirements

• 10+ years of experience in a technical pre-sales or similar role, including 3+ years selling to Financial Services customers and 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, with experience providing higher-level security and compliance support.
• Foundational training in programming languages like Python or JavaScript.
• Experience delivering prototypes of Generative AI / traditional ML solutions and knowledge of network/cloud architecture.
• Strong presentation and communication skills with the ability to translate business and technical topics to all audiences, including senior leaders.
• Ability to own problems end-to-end, learn missing knowledge as needed, and collaborate effectively within teams.
• A humble attitude, eagerness to help colleagues, and a commitment to team success.

Benefits

• Base pay range listed for the role: $221,000 – $278,000 (Zone A). Total compensation may include equity and performance-related bonus(es) where eligible.
• Medical, dental, and vision insurance with employer contributions to Health Savings Accounts; pre-tax accounts for Health FSA, Dependent Care FSA, and commuter expenses.
• 401(k) retirement plan with employer match.
• Paid parental leave (up to 24 weeks for birth parents and 20 weeks for non-birthing parents), paid medical and caregiver leave, flexible PTO for exempt employees and up to 15 days annually for non-exempt employees.
• 13+ paid company holidays and multiple coordinated company office closures, paid sick or safe time as required by law.
• Mental health and wellness support; employer-paid basic life and disability coverage; annual learning and development stipend.
• Daily meals in offices and meal delivery credits as eligible.
• Relocation support for eligible employees.
• Commitment to equal opportunity employment and reasonable accommodations for applicants with disabilities.