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:

• 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

Requirements:

• 3–5 years in consulting, pre-sales, solutions, or customer success

• 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

Success Metrics:

• 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!