Geared toward technical pre-sales professionals comfortable with enterprise deal scoping and integration assessment, who have experience in AI or financial services and are based in San Francisco.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Lavendo via Ashby
Lavendo partners with startups and high‑growth companies to help them hire top‑tier sales, GTM, and technical talent. This role is with one of our clients; we’ll share full details about the company and interview process as we get to know you and confirm mutual fit.
ABOUT THE COMPANY
Our client builds agentic AI for community banks and credit unions. One AI brain powers voice agents that resolve inbound calls end to end, virtual assistants across digital banking, and AI co-pilots for bank and credit union staff. The platform is pre-trained for financial services, built for banking compliance, and live in production at 100+ financial institutions, reaching more than 10 million Americans.
The company is a profitable, venture-backed startup: $30M Series A, cash-flow positive, 100+ people, and seeing strong inbound demand as financial institutions replace legacy systems with AI-first infrastructure.
THE MISSION
Democratizing financial wellness for every American - not just the ones who can afford a private banker.
THE OPPORTUNITY
Our client is adding senior Sales Engineers to serve as the technical co-seller next to its Account Executives. Today the sales team needs more technical depth, and this role closes that gap - shaping how prospects evaluate, buy, and onboard.
You'll own the technical win on enterprise deals averaging $300K - $500K+, with multi-threaded 6-9 month sales cycles. You'll work in a small team alongside a hands-on CEO and a CTO/Co-Founder who sets the technical bar, and your judgment will shape both deals and product direction.
WHAT YOU'LL DO
- Own the entire technical side of enterprise deals, from technical discovery and integration assessment through close
- Build and deliver tailored product demos mapped to each prospect's pain points and infrastructure
- Partner with AEs as a technical co-seller on competitive analysis, RFPs, and POCs, and act as project manager on the deal
- Scope technical delivery and define SOWs
- Write RFP and RFI responses, POC summaries, and technical proposals
- Spot upsell and cross-sell opportunities based on customers' existing technical infrastructure
- Travel about 20% for on-site client meetings, demos, and industry events
WHAT YOU BRING
- 7+ years in a dedicated pre-sales Sales Engineer or Solutions Engineer role
- A track record of owning the technical win on enterprise deals with AEs - discovery, demos, technical scoping, POCs, RFPs, and competitive displacement
- Experience carrying or supporting a quota
- Strong understanding of AI/NLU architecture and integration patterns - no coding required, but you speak credibly to technical buyers
- Hands-on use of AI and productivity tools (prompt engineering) to build demos, RFP responses, and technical narratives
- Excellent presentation skills and the ability to turn complex technical concepts into clear business outcomes for non-technical stakeholders
- Strong written communication
- Startup or high-growth company experience
- Bachelor's degree in Computer Science, Engineering, or a related technical field
- You live in or near San Francisco and want to work on-site 5 days a week
NICE TO HAVE
- Background in CCaaS, contact center software, voice AI, conversational AI, or agentic AI
- Experience selling into banks, credit unions, or financial services
- Familiarity with core banking systems
KEY SUCCESS DRIVERS
- Self-starter from day one who is comfortable with ambiguity
- Proactive and adaptable in a fast-moving startup
- A mix of sales instinct, customer experience, demo skill, and engineering or product thinking
- Clear communicator who lands the technical story with both technical buyers and non-technical stakeholders
WHY JOIN?
- Profitable and funded: $30M Series A and cash-flow positive, with real revenue and customers live in production at hundreds of financial institutions
- Market tailwind: financial institutions are consolidating around AI-first infrastructure, inbound demand is strong, and a larger funding round is planned in the next 6-9 months
- Mission that matters: 10M+ people reached through community banks and credit unions
- Strong comp: $150K - $200K base, OTE $210K - $260K, plus competitive equity
- Benefits: 100% paid health, dental, and vision; daily meals; Claude Enterprise for every employee; commuter benefits
- Brand-new 21st-floor office in downtown San Francisco with floor-to-ceiling views, right above Montgomery BART
- Direct founder access in a team where your work shapes deals and the product
INTERVIEWING PROCESS
- Recruiter Intro Call - your background, goals, and logistics
- Technical Interview - scenario-based discussion of enterprise deal cycles
- Technical Discussion with Head of Sales Engineering (45 min) - technical deep dive with a live role-play
- Final On-Site (1-2 hours) - meet the team and leadership in the SF office
We are proud to be an equal opportunity workplace and consider all qualified applicants without regard to race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran or military status, gender identity or expression, sexual orientation, or any other characteristic protected by law.
Source: Lavendo careers (Ashby)