Sales Engineer
About the role
- Support and increasingly lead demos, discovery sessions, and proof-of-concept (POC) engagements across mid-market and enterprise accounts
- Partner closely with Account Executives and senior SEs to develop technical win strategies and move deals forward
- Build credibility with finance stakeholders, including Controllers and VPs of Finance, by bringing real domain expertise to every conversation
- Ramp quickly through structured enablement, shadowing, and live deal reps alongside senior SEsGather and synthesize customer feedback to inform product roadmap priorities, partnering with PMM and product
- Help build and maintain demo environments, technical collateral, and enablement materials for the broader team
- Use AI tools (Claude, MCP, and whatever comes next) to accelerate demo prep, research, and your own ramp
- 5-7+ years of total experience in the finance/accounting world, ideally a mix of in-house operations and customer-facing roles
- You may have been an SE before, and/or have a real aptitude for and interest in becoming one
- Strong accounting and finance domain knowledge, with the ability to speak credibly with Controllers and finance teams
- Comfortable presenting to customers, and eager to sharpen your demo, discovery, and POC skills
- Based in SF or NYCNice To Haves
- Experience at a high-growth startupCPA or formal accounting background
- Familiarity with accounting close management or financial reporting workflows
- How We WorkThis role is in person in New York or San Francisco (in office by default but with flexibility to manage your schedule as you see fit).We strongly believe we will only be successful if everyone on the team is anchored in our following set of core principles:
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
