OpenAI· Technical Success· San Francisco
Solutions Engineer, Financial Services
Comp$221K – $278K
Classified Tasks (19)
Automate 0%Augment 74%Human-Only 26%
Augment (14)
AI assists, human decides
Partner with senior business stakeholders to gather pre-sales requirements.
communication
Identify and prioritize the highest-value use cases and applications for customers.
analytical
Collaborate with business and technical teams to demonstrate the value of OpenAI solutions.
communication
Recommend architecture patterns to kickstart customer implementations and development.
technical
Deliver pre-sales technical expertise by outlining product value propositions and answering product, API, and LLM-related questions.
technical
Build and present demos that illustrate solution capabilities and business impact.
technical
Scope use cases by defining requirements, success criteria, and implementation boundaries.
analytical
Provide in-depth technical advisory during evaluation and validation phases.
technical
Create and maintain documentation, guides, and FAQs addressing common pre-sales questions and requirements.
administrative
Foster customer advocacy by gathering and relaying customer feedback to internal teams.
communication
Identify themes across customers and incorporate feedback into product planning.
analytical
Serve as the first line of defense for security and compliance inquiries by explaining standardized collateral.
operational
Guide customers to relevant security and trust resources (e.g., trust portal).
operational
Ensure developers and enterprise customers maximize adoption and benefit from OpenAI products.
leadership
Human-Only (5)
Requires human judgment
Partner with large Financial Services customers to drive measurable business value from OpenAI models.
leadership
Guide customers' AI strategy and advise on strategic priorities.
leadership
Develop and nurture customer relationships throughout evaluation, validation, and purchasing processes.
communication
Escalate complex security and compliance requirements to appropriate internal teams.
operational
Coordinate closely with Financial Services and Large Enterprise Sales, Security, and Product teams to align on customer solutions.
operational
Job description
Solutions Engineer, Financial Services | OpenAI Careers ## Solutions Engineer, Financial Services Technical Success - San Francisco Apply now(opens in a new window) **About the Team** 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. **About the Role** We are seeking a solutions engineer to partner with our largest Financial Services customers and ensure they achieve tangible business value from our models through the OpenAI suite of products. You will partner with senior business stakeholders to understand their pre-sales needs, guide their AI strategy, and identify the highest value use cases and applications. You will work with business and technical teams to demonstrate the value of our solutions and recommend architectural patterns to kickstart their implementation and development. You will work closely with Financial Services and Large Enterprise Sales, Security, and Product teams. This role is based in San Francisco, CA or New York, NY. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. **In this role, you will:** * 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. This includes 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. **You’ll thrive in this role if you:** * Have 10+ years of experience in a technical pre-sales or similar role, including 3+ years selling to Financial Services customers, managing C-level technical and business relationships with complex global organizations. * Demonstrate a thorough understanding of IT security principles and customer requirements for technical B2B SaaS products, with experience providing higher-level security and compliance support. * Have foundational training in programming languages like Python or Javascript. * Have delivered prototypes of Generative AI/traditional ML solutions and have knowledge of network/cloud architecture. * Are an effective presenter and communicator who can translate business and technical topics to all audiences, including senior leaders. * Own problems end-to-end and are willing to pick up whatever knowledge you're missing to get the job done. * Have a humble attitude, an eagerness to help your colleagues, and a desire to do whatever it takes to make the team succeed. **About OpenAI** OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. We push the boundaries of the capabilities of AI systems and seek to safely deploy them to the world through our products. AI is an extremely powerful tool