Pre-Sales Senior Engagement Manager

What will I be doing?

• Turn ambiguity into clarity: Lead services scoping with customers (Director to C-level) to understand their support operations, goals, and constraints—and turn that into a clear deployment path forward
• Own the story in pre-sales: Partner closely with Sales to position services, shape deals, and give customers confidence in how they’ll get value from day one
• Scope what success looks like: Translate business and technical requirements into clear Statements of Work (SOWs)—including scope, assumptions, exclusions, timelines, dependencies, and customer responsibilities
• Design AI-powered solutions: Help customers rethink their customer experience using AI—not just replicate old workflows with new tools
• Assess complexity and guide the right approach: Evaluate deals across dimensions like workspace and workflow design, Fin readiness, migration complexity, and integrations - then translate them into clear Statement of Work (SOWs)
• Be the bridge: Connect customer needs with Product, Engineering, and Customer Success—making sure what we sell is what we can deliver (and vice versa)
• Improve the system: Contribute to process improvements, tooling, and scalable ways of working across pre-sales and deployment services

What skills do I need?

• 3–5 years in consulting, pre-sales, solutions, or customer success - you’ve solved real customer problems before
• You’re great at engaging both technical teams and senior executives - seamlessly switching between deep technical detail and high-level business conversation
• Proven track record in creating accurate, customer-ready SOWs that led to successful project delivery
• Strong commercial acumen and ability to partner with Sales to drive revenue
• Excellent stakeholder management, negotiation, and communication skills
• Familiarity with SaaS + AI automation, integrations, and change management best practices
• You’re AI-curious and hands-on - you don’t just talk about it, you try things and understand how it changes workflows
• You’re not afraid to challenge customers (and internal teams) when something doesn’t make sense

How Success Is Measured

• Accelerate deal velocity: Reduce friction and eliminate ambiguity in how deployment services are scoped, ensuring customers understand the path to value faster
• Drive services attach and expansion: Help customers see the critical value of investing upfront to get their AI transformation right from day one
• Scope for delivery success: Build solutions that actually work in the real world—protecting delivery margins through accurate resourcing and clear expectations
• Deliver real-world adoption: Ensure your deployment designs lead to meaningful increases in automation, where customers see Fin working in production, not just on paper

Benefits

• Competitive salary and meaningful equity
• Comprehensive medical, dental, and vision coverage
• Regular compensation reviews - great work is rewarded!
• Unlimited access to Claude Code and best-in-class AI tools; experimentation & building is encouraged & celebrated
• Flexible paid time off policy
• Paid Parental Leave Program
• 401k plan & match
• In-office bicycle storage
• Fun events for employees, friends, and family!