Pre-Sales Senior Engagement Manager

What's the opportunity?

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.

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

We are a well-treated bunch, with awesome benefits! If there’s something important to you that’s not on this list, talk to us!

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!

*Proof of eligibility to work in the United States is required.

The base salary range for candidates within the Greater Chicago Area is $133,700-$159,650. Actual base pay will depend on a variety of factors such as education, skills, experience, location, etc. The base pay range is subject to change and may be modified in the future. All regular employees may also be eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock in the form of Restricted Stock Units (RSUs).

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