Pre-Sales Senior Engagement Manager

We’re hiring a Pre-Sales Senior Engagement Manager to shape how we bring Fin to life for customers—before a contract is even signed. You’ll work directly with customers and our Sales team to define the right deployment approach so they can launch fast, see value quickly, and avoid painful rework later. You’ll play a critical role in helping customers confidently invest in AI transformation—designing deployment approaches that balance speed, adoption, and long-term value. This isn’t a “follow the playbook” role. You’ll be helping us build the playbook.

Responsibilities

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; Partner closely with Sales to position services, shape deals, and give customers confidence in how they’ll get value from day one; Translate business and technical requirements into clear Statements of Work (SOWs)—including scope, assumptions, exclusions, timelines, dependencies, and customer responsibilities; Help customers rethink their customer experience using AI—not just replicate old workflows with new tools; Evaluate deals across dimensions like workspace and workflow design, Fin readiness, migration complexity, and integrations - then translate them into clear Statement of Work (SOWs); Connect customer needs with Product, Engineering, and Customer Success—making sure what we sell is what we can deliver (and vice versa); Contribute to process improvements, tooling, and scalable ways of working across pre-sales and deployment services

Requirements

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; Proof of eligibility to work in the United States is required

Benefits

corporate bonus program; sales incentive (target included in OTE); stock in the form of Restricted Stock Units (RSUs); health and wellbeing support; family support; time away from work; financial future support