CrawlJobs Logo
OpenAI Logo OpenAI · IT - Software Development

Solutions Engineer, Financial Services

United States, San Francisco 221000.00 - 278000.00 USD / Year · Job Posted February 21, 2026
Apply Position
Job Link Share

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
OpenAI - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Solutions Engineer, Financial Services

8 matching positions

Team Lead - Technical Support - Platforms and Financial services

We are seeking a Technical Support Team Lead to join our rapidly growing company...
Location
Location
Netherlands , Amsterdam
Salary
Salary:
Not provided
adyen.com Logo
Adyen
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • You are a people leader who can lead and mentor a team, helping team members grow individually and as a team. You apply focus and drive change, and have between 2-6 years of experience managing support teams
  • You are innovative, love dealing with ambiguity, have strong problem-solving capabilities and enjoy establishing processes and procedures
  • You are able to serve as an escalation point to varied technical support requests and issues
  • You can make quick informed decisions and prioritize requests for both internal and external stakeholders
  • You have strong communication skills and the ability to interact with others clearly and empathetically
  • You have support experience within Payments, Finance, Banking, Issuing, or providing support for Financial products
  • A technical background is a plus, however you must have technical understanding and be willing to upskill in order to have technical understanding of integration topics (APIs)
  • Must be willing to travel occasionally, both domestically and internationally where required
Job Responsibility
Job Responsibility
  • Lead a customer facing team that is a key source of knowledge on the Adyen platforms and financial services/products, as well as APIs, the underlying technology stack, and industry-standard integration methods
  • Collaborate across an international leadership team by scheduling and participating in monthly meetings, standardizing best practices and developing global alignment as we scale
  • Coach and mentor members of the Support team to fully prepare Technical Support Engineers to resolve technical challenges for Adyen’s merchants, and grow their own careers
  • Develop a culture where training and development are part of the team, identify actions and work with trainers to ensure the skills and knowledge are cultivated effectively
  • Help define and clearly communicate objectives and key results for the Support team
  • Institute accountability, track team progress and success, and present results to Senior Leadership
  • Contribute to incubate new financial products and solutions by sharing insights from merchants with the Product teams
  • Fulltime
Read More
Arrow Right

Solutions Engineer

This is a pre-sales and solutions role sitting at the intersection of compliance...
Location
Location
United Kingdom , London
Salary
Salary:
100000.00 - 120000.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Prior experience working within or alongside a risk or compliance function in financial services, whether as a compliance analyst, associate, or officer, or in a consulting or advisory role serving compliance teams
  • Solid working knowledge of core compliance disciplines including regulatory change management, conflicts of interest, policy and procedure governance, and employee monitoring
  • Familiarity with the regulatory environment relevant to asset managers, wealth managers, broker-dealers, or similar regulated firms
  • Genuine curiosity about how regulation is evolving and how technology can help compliance teams keep pace
  • Confident and credible in front of senior compliance and risk stakeholders, able to lead a conversation rather than present slides
  • Able to read a room, adapt a demonstration in real time, and handle questions without losing the thread of the narrative
  • Clear written communication
  • produces documentation that is precise, well-organised, and appropriate for a client audience
  • Comfortable learning and administering SaaS platforms
  • picks up new systems quickly and applies that knowledge practically
Job Responsibility
Job Responsibility
  • Lead product demonstrations across the full Ruleguard platform, tailoring the narrative to the prospect's regulatory profile, firm type, and priority compliance obligations
  • Prepare thoroughly for each demo, researching the prospect's context and structuring the session around their specific pain points rather than a generic feature walkthrough
  • Handle functional and technical questions during demonstrations with confidence, distinguishing clearly between current platform capability and the product roadmap
  • Work with sales colleagues to plan and sequence the pre-sales process, advising on when and how to deploy demonstrations, proof-of-concept exercises, and follow-up sessions
  • Coach and support sales colleagues through demonstrations where a subject matter lead is not present, providing briefing materials, talk tracks, and objection-handling guidance
  • Configure AI agents using goals, intent, constraints, guardrails and context to demonstrate real efficiencies that this technology can bring to our clients
  • Translate prospect requirements into clear, well-structured solution design and scoping documents for internal use and client presentation
  • Map client workflows to platform capabilities, identifying where configuration can meet requirements directly, where bespoke approaches are needed, and where gaps exist
  • Contribute to proposal and RFP responses, providing the functional and technical content that underpins the commercial offer
  • Collaborate closely with Product and Engineering teams to surface recurring customer requirements, implementation patterns, and opportunities for product enhancement
  • Fulltime
Read More
Arrow Right

Managing Consultant (Director level) - Financial Services

PA Consulting has always been a leading advisor in the financial sector and in D...
Location
Location
Denmark , Copenhagen
Salary
Salary:
Not provided
paconsulting.com Logo
PA Consulting
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A Bachelor's degree is mandatory
  • a Master's degree in economics, engineering, IT, Data Science, or a related field is highly preferred
  • A minimum of 8 years of experience in management consulting, with a specific focus on the financial services industry, is required
  • Alternatively, candidates with a combined advisory career and internal managerial experience at a large client or corporate finance company will be considered, particularly if you have advisory/consulting experience in some of the hot topics facing the Financial Services industry, for example: Operational excellence and Process Improvement (including AI adoption), Sourcing and IT Strategy (CIO advisory), Data Science, Cyber Security, Business and Digital Transformation, Operating model transformation, people and talent, AI adoption, regulation and governance, Risk and Regulation, Business and Growth Strategy
  • Demonstrated ability to deliver successful projects in critical areas such as strategy development, process improvement, and technology implementation is essential
  • Superior analytical and problem-solving skills are crucial, along with the capacity to distil complex concepts into clear, actionable recommendations
  • Exceptional communication and interpersonal skills are imperative, as is the ability to build relationships and influence stakeholders at all organisational levels
  • Verifiable sales experience is a prerequisite for this role
  • Fluency in both Danish and English is mandatory
  • proficiency in additional languages will be viewed favourably
Job Responsibility
Job Responsibility
  • Work closely with clients in the financial services sector to identify challenges, develop solutions, and drive implementation
  • Provide strategic advice and insights to senior executives on a range of issues including AI adoption, digital transformation, operational efficiency, risk management, sourcing strategy etc
  • Lead project teams in delivering high-quality solutions that meet client objectives and drive measurable business impact
  • Lead strategic accounts as chair person
  • Lead FS Sales initiatives (MC level) across the firm, particularly driving the agenda in areas such as: IT & digital strategy, business transformation, architecture and corporate service
  • Collaborate with colleagues across PA Consulting's global network to leverage best practices and expertise
What we offer
What we offer
  • Competitive compensation package including base salary, performance-based bonuses, and comprehensive benefits
  • Access to cutting-edge tools, methodologies, and training programs to support your professional development
  • Collaborative and inclusive culture that values diversity and encourages innovation
  • Opportunity to work with leading companies in the financial services sector and make a real impact on their businesses
  • Fulltime
Read More
Arrow Right

Data Scientist (Financial Services & Semantic AI)

We are establishing a new Competence Center for Data & AI in Brno and Ostrava. A...
Location
Location
Czech Republic , Ostrava
Salary
Salary:
Not provided
sportvision.cz Logo
Sport Vision Czechia s.r.o.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Master’s degree in Data Science, Computer Science, Mathematics, or a related technical field
  • Strong experience with Python and ML frameworks (scikit-learn, PyTorch, TensorFlow)
  • Knowledge of supervised/unsupervised learning, feature engineering, and model evaluation
  • Experience working with unstructured data (text analytics, NLP) is an advantage
  • Familiarity with MLOps principles and CI/CD practices
  • English at a professional working level (C1)
  • Ability to work in an international, distributed team environment
Job Responsibility
Job Responsibility
  • Develop and validate ML models for financial services (risk, fraud, customer insights, compliance)
  • Work with structured and unstructured data, ensuring model quality and interpretability
  • Cooperate with business/domain experts to understand requirements and deliver actionable solutions
  • Ensure compliance with data regulations (GDPR) and internal quality standards
  • Support model deployment, monitoring, and lifecycle management in collaboration with DevOps teams
What we offer
What we offer
  • Share Purchase Plan
  • CGI’s My Assistance Program
  • Compensation for long term sickness up to 30 days
  • Interest-free company loan
  • Referral bonus
  • Lunch vouchers – 140CZK
  • Group life insurance
  • Flu and tick vaccination
  • MultiSport card
  • Cafeteria Benefit System – 900CZK monthly
  • Fulltime
Read More
Arrow Right

Data Scientist (Financial Services & Semantic AI)

We are establishing a new Competence Center for Data & AI in Brno and Ostrava. A...
Location
Location
Czech Republic , Brno
Salary
Salary:
Not provided
sportvision.cz Logo
Sport Vision Czechia s.r.o.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Master’s degree in Data Science, Computer Science, Mathematics, or a related technical field
  • Strong experience with Python and ML frameworks (scikit-learn, PyTorch, TensorFlow)
  • Knowledge of supervised/unsupervised learning, feature engineering, and model evaluation
  • Experience working with unstructured data (text analytics, NLP) is an advantage
  • Familiarity with MLOps principles and CI/CD practices
  • English at a professional working level (C1)
  • Ability to work in an international, distributed team environment
Job Responsibility
Job Responsibility
  • Develop and validate ML models for financial services (risk, fraud, customer insights, compliance)
  • Work with structured and unstructured data, ensuring model quality and interpretability
  • Cooperate with business/domain experts to understand requirements and deliver actionable solutions
  • Ensure compliance with data regulations (GDPR) and internal quality standards
  • Support model deployment, monitoring, and lifecycle management in collaboration with DevOps teams
What we offer
What we offer
  • Share Purchase Plan
  • CGI’s My Assistance Program
  • Compensation for long term sickness up to 30 days
  • Interest-free company loan
  • Referral bonus
  • Lunch vouchers – 140CZK
  • Group life insurance
  • Flu and tick vaccination
  • MultiSport card
  • Cafeteria Benefit System – 900CZK monthly
  • Fulltime
Read More
Arrow Right

Staff Solutions Engineer (France), Firefox Enterprise

Location
Location
France
Salary
Salary:
Not provided
mozilla.org Logo
Mozilla
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Significant experience (7+ years) in a Staff Solutions Engineer, Sales Engineer, Solutions Architect, Security Architect, or Technical Account Manager role
  • Deep knowledge of the French IT landscape, particularly within the public sector, financial services, or OIVs (Critical Infrastructure) operators
  • Strong background in enterprise security, endpoint management, browser security, Zero Trust, IAM, or digital workplace infrastructure
  • Hands-on knowledge of Windows enterprise deployment
  • GPO / MDM / policy management
  • certificates / PKI / TLS / proxies
  • SSO / MFA / IdP integrations
  • SIEM / DLP / CASB ecosystems
  • Kubernetes / Helm for customer-operated environments
  • Experience supporting pilots, technical evaluations, or enterprise deployments in complex customer environments
Job Responsibility
Job Responsibility
  • Partner with Sales to support strategic enterprise opportunities
  • Lead technical discovery and solution design with customers and partners
  • Run workshops with customer stakeholders across security, infrastructure, IAM, endpoint management, and workplace technology
  • Own the relationship to the customer's technical counterparts during and after the sales process
  • Help customers evaluate Firefox Enterprise in areas such as deployment, policy management, identity integration, logging, security controls, and operational fit
  • Design and support pilots, proofs of concept, and rollout plans
  • Advise customers on deployment models, architecture decisions, and integration approaches for enterprise environments
  • Validate interoperability across systems such as SSO, MFA, SIEM, proxy/network controls, endpoint tooling, certificates/PKI, and browser policy frameworks
  • Identify and help resolve technical risks early, including application compatibility, certificate handling, deployment complexity, and policy enforcement requirements
  • Create reusable technical assets such as reference architectures, deployment guidance, validation plans, and technical enablement materials
What we offer
What we offer
  • A highly competitive base salary, plus a high-impact, performance-driven sales bonus plan
  • Rich medical, dental, and vision coverage
  • Generous retirement contributions with 100% immediate vesting (regardless of whether you contribute)
  • Quarterly all-company wellness days where everyone takes a pause together
  • Country specific holidays plus a day off for your birthday
  • One-time home office stipend
  • Annual professional development budget
  • Quarterly well-being stipend
  • Considerable paid parental leave
  • Employee referral bonus program
  • Fulltime
Read More
Arrow Right

Banking & Financial Services Sales Director

We are currently seeking a Banking & Financial Services Sales Director to join o...
Location
Location
United States , Newark
Salary
Salary:
146250.00 - 292500.00 USD / Year
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 12+ years of experience across IT services, consulting, or technology solutions
  • Demonstrated success selling complex, multi-service deals in a quota-carrying role
  • 8+ years in new business development with a strong track record of landing new logo clients
  • Consistently exceeded $8M+ annual TCV quotas
  • 8 years’ experience leading client team engagements that involve translating client challenges into high-value, outcome-driven solutions and working with industry analysts/advisors such as Gartner, Everest, Forrester, ISG, or IDC
  • 5 + years deep experience with IT services and solutions in Banking, Capital Markets, or Wealth & Asset Management
  • 8 years of stakeholder management experience, including presenting to C-level business owners and key decision makers
  • Bachelor’s degree required
  • Willingness to travel up to 40%
Job Responsibility
Job Responsibility
  • Drive New Logo Growth: Identify, qualify, and close new business opportunities to achieve and exceed TCV, revenue, and margin targets
  • Lead Strategic Sales Pursuits: Own end-to-end sales cycles, serving as the Sales Pursuit Lead and primary executive contact for clients and internal leadership
  • Sell Across the Full Portfolio: Position integrated solutions spanning Applications & Digital Engineering, Business Process Outsourcing (BPO), Data & AI, Advisory Consulting, Infrastructure, Cloud & Security
  • Collaborate for Impact: Partner with Client Executives, Solution Architects, and Consulting Leaders to develop differentiated, outcome-based solutions
  • Create Market Demand: Leverage marketing and campaign resources to build pipeline and generate targeted opportunities
  • Build Executive Relationships: Engage with senior client stakeholders to understand business priorities and position NTT DATA as a strategic partner
  • Anticipate Market Dynamics: Identify competitive trends and proactively shape deal strategy to win in a dynamic marketplace
What we offer
What we offer
  • medical, dental, and vision insurance
  • flexible spending or health savings account
  • life and AD&D insurance
  • short- and long-term disability coverage
  • paid time off
  • employee assistance
  • participation in a 401k program with company match
  • additional voluntary or legally-required benefits
  • Fulltime
Read More
Arrow Right

Senior Staff Software Engineer - Financial Products (Backend)

The Financial Products team is seeking a Senior Staff Software Engineer (Backend...
Location
Location
United States , Sunnyvale
Salary
Salary:
267000.00 - 297000.00 USD / Year
uber.com Logo
Uber
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree (or equivalent) in Computer Science, Engineering, Mathematics, or a related technical field
  • 10+ years of professional full-time software engineering experience
  • Strong expertise in modern backend languages—specifically Go, Java, or C++
  • Master’s degree in Computer Science, Engineering, or a related field
  • Proven track record of designing, building, and maintaining high-scale, resilient distributed systems
  • Prior experience building mission-critical financial services software (e.g., payments, lending, credit cards, or trading platforms)
  • Experience leading senior engineering teams and fostering a culture of technical rigor and rapid delivery
Job Responsibility
Job Responsibility
  • Architect & Innovate: Partner with Product, Design, and Business leadership to translate ambitious product visions into scalable, high-concurrency backend solutions
  • Technical Leadership: Serve as the primary technical authority for the team, steering architectural choices, overseeing rigorous code reviews, and ensuring system reliability
  • Engineering Excellence: Champion and implement industry-best practices for code health, automated testing, and long-term maintainability
  • Scale Systems: Build and optimize frameworks that support Uber's global scale, ensuring financial transactions remain seamless and secure
What we offer
What we offer
  • Bonus program
  • Equity award & other types of comp
  • Various benefits
  • Fulltime
Read More
Arrow Right