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Sales Engineer (Pre-Sales)

Adaptive· Solutions
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New York or Boston$0Full-timePosted 3mo ago

About the role

Adaptive is an AI-native financial automation platform for the construction industry. As a Sales Engineer, you own the technical side of the sales cycle, partnering with Account Executives on discovery, solution design, demos, and handling technical objections from finance buyers.

Responsibilities

  • Partner with AEs to own the technical thread of the deal: discovery, solution design, demos, proof-of-concept environments, and objection handling
  • Run discovery that gets underneath the surface ask, mapping the prospect's systems, workflows, and reporting needs
  • Build tailored demo environments seeded with realistic data so buyers see their own operation, not a sandbox
  • Deliver demos to executive and operational audiences, from CFOs to project accountants
  • Scope technical requirements and integrations, and translate them into SOWs and deal documentation
  • Support RFPs, security reviews, and technical evaluation processes
  • Feed field learnings back to product and marketing

Qualifications

  • 4+ years in pre-sales solutions engineering, sales engineering, or a similar technical customer-facing role at a B2B SaaS company
  • Strong demo craft: you can build an environment, tell a story with data, and adjust live when the room shifts
  • Comfort with data and systems: expert Excel, ability to read API docs, understanding of how integrations work
  • Working fluency with AI tools and the ability to speak credibly about AI capabilities and limits to a skeptical buyer
  • Executive presence and clear communication with finance and operations audiences
  • Strong written output: SOWs, technical responses, follow-up documentation
  • Construction or ERP experience is a plus, not a requirement. We will teach the domain to the right person

Skills

Required:Discovery and needs mappingDemo design and executionSolution scoping and SOW translation
Nice to have:RFPs and security review support

Benefits

  • Competitive salary plus meaningful equity
  • Comprehensive health, dental, and vision insurance
  • 401(k) match and flexible PTO policy
  • A seat at the table in a rapidly scaling vertical AI startup
  • Unlimited opportunities for professional growth and leadership
Last updated Sep 9, 2026. Interested? Apply on the company site.

About Adaptive

The AI Bookkeeping Platform for Construction

Adaptive | All-In-One Construction Finance App for Builders, Remodelers, and Developers

constructionfinancebookkeepingautomationaccounting
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