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Solutions Engineer, Financial Services

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OpenAI

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Location:
United States , San Francisco

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Contract Type:
Not provided

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Salary:

221000.00 - 278000.00 USD / Year

Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 10+ years of experience in a technical pre-sales or similar role
  • 3+ years selling to Financial Services customers, managing C-level technical and business relationships with complex global organizations
  • thorough understanding of IT security principles and customer requirements for technical B2B SaaS products, with experience providing higher-level security and compliance support
  • foundational training in programming languages like Python or Javascript
  • delivered prototypes of Generative AI/traditional ML solutions
  • knowledge of network/cloud architecture
  • 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
  • humble attitude, an eagerness to help your colleagues, and a desire to do whatever it takes to make the team succeed
What we offer:
  • Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts
  • Pre-tax accounts for Health FSA, Dependent Care FSA, and commuter expenses (parking and transit)
  • 401(k) retirement plan with employer match
  • Paid parental leave (up to 24 weeks for birth parents and 20 weeks for non-birthing parents), plus paid medical and caregiver leave (up to 8 weeks)
  • Paid time off: flexible PTO for exempt employees and up to 15 days annually for non-exempt employees
  • 13+ paid company holidays, and multiple paid coordinated company office closures throughout the year for focus and recharge, plus paid sick or safe time (1 hour per 30 hours worked, or more, as required by applicable state or local law)
  • Mental health and wellness support
  • Employer-paid basic life and disability coverage
  • Annual learning and development stipend to fuel your professional growth
  • Daily meals in our offices, and meal delivery credits as eligible
  • Relocation support for eligible employees
  • Additional taxable fringe benefits, such as charitable donation matching and wellness stipends, may also be provided
  • Offers Equity
  • performance-related bonus(es) for eligible employees

Additional Information:

Job Posted:
February 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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