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Sales Engineer

interface.ai· Customer Success
Apply on company site
San Francisco$150k - $200k + equityFull-timePosted 3mo ago

About the role

Sales Engineer at Interface.ai, responsible for driving technical wins in enterprise opportunities, delivering tailored demos, leading POC engagements, and partnering with account executives to convert opportunities in the financial services space.

Responsibilities

  • Own the technical win on all assigned enterprise opportunities — from discovery through proof of concept completion and executive sign-off — operating as a true co-seller alongside the AE, not a demo resource.
  • Lead structured technical discovery on every assigned deal, uncovering integration complexity, organizational dynamics, and true evaluation criteria — and delivering a deal brief to the AE within 24 hours of each discovery call.
  • Build and deliver tailored product demonstrations of interface.ai's full platform — AI Phone Banking, Smart Discovery, Smart Transaction, and FLA/Orbit — mapped precisely to each prospect's stated pain and unstated anxieties, not a generic feature walkthrough.
  • Design, own, and execute proof of concept engagements; manage the technical evaluation end-to-end and drive to a documented technical win before commercial close.
  • Present AI architecture, integration patterns, and ROI models to both technical buyers and business buyers.
  • Co-own competitive strategy with the AE on displacement opportunities; document weaknesses and winning angles after every closed deal.
  • Build and maintain a reusable demo environment tailored to credit union and community bank buyer personas.
  • Support V5→V6 migration conversations as a technical authority — speak credibly to platform architecture differences, data migration implications, and integration continuity.
  • Contribute structured deal intelligence — competitive objections, integration patterns, product gaps — back to Product and Engineering.

Qualifications

  • Bachelor's degree in Computer Science, Engineering, or a related technical field.
  • 4+ years in B2B SaaS, AI, or enterprise technology, with at least 3 years in a dedicated Solutions Engineer or pre-sales engineering role carrying direct ownership of the technical win.
  • Demonstrated career progression from a technical foundation into pre-sales, with a clear record of expanding deal complexity, product surface area, and vertical depth at each stage.
  • Deep technical fluency in AI and NLU concepts — intent recognition, confidence thresholds, fallback design, model retraining — with ability to speak credibly to these topics with both technical and non-technical audiences.
  • Tailored demos of our product suite to help each financial institution with what their needs will be. Competition analysis, technical expert for POC.
  • Up to 25% travel: trade-shows, conventions, customer visits
  • Experience building and delivering custom POC environments and demo sandboxes; engineering initiative beyond slide-deck SE work is a strong positive signal.
  • Proven track record in competitive displacement — has beaten an incumbent in a structured evaluation.
  • Strong written communication skills: owns RFP and RFI responses, POC summaries, and technical proposals independently.
  • Background in CCaaS, conversational AI, IVR/telephony, or contact center software; financial services or regulated vertical experience is a plus.
  • Familiarity with core banking integration patterns, telephony architecture, and API-based platform connectivity — relevant to credit union and community bank buyers.
  • Skill in using AI and productivity tools — including prompt engineering with generative AI — to build sharper demos and faster RFP responses.

Skills

Required:Technical win ownershipDiscovery and deal briefingProduct demonstrationsPOC design and executionAI/NLU concepts

Benefits

  • 100% paid health, dental & vision care
  • 401(k) & financial wellness perks
  • Daily meals on us
  • Commuter benefit
  • Monthly wellness stipend
  • Claude Enterprise + frontier AI tools for every employee
  • Brand-new 21st-floor SF office at 44 Montgomery
  • Discretionary PTO + paid parental leave
  • Mental health, wellness & family benefits
  • A mission-driven team shaping the future of banking
Last updated Aug 28, 2026. Interested? Apply on the company site.

About interface.ai

The Most Capable AI Agents for Credit Unions & Community Banks

The site promotes The Most Capable BankGPT Platform for Credit Unions and Community Banks, featuring Agentic AI solutions for banking, voice, chat, fraud prevention, and compliance.

voice AIchatbotsai co-pilotartificial intelligencevirtual assistantdigital bankingcall center automationai banking bot
Company profileWebsite

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