About the job
About the Role
Join our innovative team at saris-ai, a pioneering applied AI startup based in San Francisco and Montreal. We are on a mission to redefine the banking industry by addressing a $100 billion annual challenge that is rapidly evolving. Our cutting-edge multi-turn AI agentic systems are at the forefront of this transformation.
Our objective is to develop automated solutions that require sophisticated long-context reasoning, seamless tool integration across legacy systems, and stringent compliance mechanisms, particularly in scenarios where conventional answers are elusive.
With successful real-world deployments and a rapidly expanding client base, we are seeking passionate and technically adept builders eager to make a significant impact from the start.
We are in search of an AI Sales Engineer who will play a pivotal role in enhancing productivity and efficiency within financial institutions through innovative AI solutions. In this role, you will lead discovery calls with various departments to identify workflow challenges and design impactful AI-driven solutions. You will serve as the technical authority during sales cycles, assisting clients in recognizing problems, framing solutions, and articulating ROI.
This position combines elements of customer engagement and workflow analysis.
Your Key Responsibilities Include:
Conduct discovery and technical scoping calls with potential clients to uncover operational inefficiencies in financial institutions.
Develop workflow maps and reports to identify bottlenecks and pinpoint opportunities for agentic AI automation.
Collaborate with the Sales team to co-manage the pre-sales process from initial discovery to proposal delivery.
Engage with executive stakeholders, presenting clear and compelling insights on how Agentic AI can deliver measurable ROI and transform operations at scale.
Work closely with cross-functional teams including sales, customer success, and product to ensure customer satisfaction and success.

