Solutions Engineer, Financial Services

Join Our Innovative TeamAt OpenAI, our Technical Success team is dedicated to enhancing the customer experience across our suite of advanced AI products. We empower developers and enterprises to fully leverage the capabilities of our cutting-edge models, catering to a diverse clientele ranging from dynamic startups to established global corporations.Your Role as a Solutions EngineerWe are on the lookout for a Solutions Engineer who will collaborate with our premier Financial Services clients to ensure they derive significant business value from our AI offerings. Your expertise will guide senior business leaders in understanding their pre-sales requirements, shaping their AI strategies, and pinpointing the most impactful use cases and applications. You will partner with both technical and business teams to showcase the value our solutions bring, while recommending architectural frameworks to facilitate their implementation.This position is based in either San Francisco, CA, or New York, NY, with a hybrid work model of three days in the office each week, and we provide relocation assistance for new hires.Key Responsibilities:Ensure an outstanding pre-sales experience for large Financial Services clients by offering technical insights, clarifying our value proposition, and addressing product, API, and LLM inquiries.Illustrate how OpenAI’s product suite aligns with customer business objectives, delivering measurable value through demos, use case scoping, architectural recommendations, and comprehensive technical advice.Develop and sustain documentation, guides, and FAQs that address common inquiries and requirements identified during the pre-sales phase.Cultivate and maintain robust customer relationships throughout the evaluation, validation, and purchasing journey.Advocate for customer needs within our organization by collecting and conveying feedback, identifying trends, and integrating insights into product development initiatives.Act as the primary contact for security and compliance inquiries, providing standardized information, directing clients to relevant resources (e.g., trust portal), and escalating complex issues as necessary.Ideal Candidate: You will excel in this role if you possess a passion for technology, a knack for problem-solving, and the ability to build strong relationships with clients.

Slash Financial creates tailored financial infrastructure for businesses in a variety of sectors. The company blends the reliability of traditional banking with high yields, strong rewards, and security, while offering features that help clients operate more efficiently and profitably. Founded in 2021, Slash Financial processes over $10 billion in business transactions each year. The company recently secured $100 million in Series C funding led by Ribbit Capital, with additional backing from Khosla Ventures, Goodwater Capital, NEA, and Y Combinator. This investment supports ongoing product development and expansion into new markets. Headquartered in San Francisco, the team emphasizes in-person collaboration at the office. Role overview The GTM Engineer will join a group dedicated to building a financial platform for complex, global businesses. This position involves close work with customers and the sales team, contributing at every stage from initial discovery to implementation and ongoing support. Direct client interaction is a key part of this job. Insights gathered from these engagements shape solutions and help transform custom work into platform features that serve thousands of businesses. This is a hands-on, customer-facing position. GTM Engineers write code, tackle technical challenges, and take responsibility for outcomes. Location This position is based onsite at the San Francisco office.

Slash Financial develops business banking infrastructure tailored for modern companies. The team blends the dependability of traditional banking with features that help businesses operate more efficiently and stay ahead in their markets. Since its start in 2021, Slash Financial has grown quickly, now processing over $10 billion in annual transactions across various industries. Backed by a recent $100M Series C led by Ribbit Capital and supported by Khosla Ventures, Goodwater Capital, NEA, and Y Combinator, the company is focused on expanding its product offerings and scaling operations. The company values in-person teamwork and maintains a hands-on culture at its San Francisco office. Role overview As an Applied AI Engineer at Slash Financial, you will join Slash AI Labs, a team dedicated to integrating AI throughout the company’s financial platform. This early-stage role shapes the direction of Slash’s AI capabilities, focusing on building production-ready AI systems within a rapidly evolving fintech environment. What you will do Develop and release full-stack AI features, including prompt engineering, agent orchestration, React interfaces, and API integrations. Enhance the agent runtime by improving orchestration, tool execution, MCP servers, graph-driven conversation states, and context compaction. Design agent experiences for web, Slack, and API-based user interactions. Create internal AI tools such as model evaluation frameworks, prompt management systems, and utilities for LLM observability. Work directly with Anthropic and OpenAI APIs, the Vercel AI SDK, and Slash’s custom orchestration layer to address tool-calling and multi-step reasoning challenges. Scale and optimize AI infrastructure, including inference routing, model tiering, prompt caching, and streaming on AWS/EKS. Requirements Experience deploying full-stack AI products in production. Strong understanding of AI technologies and frameworks. Background in orchestration and management of AI models. Ability to design applications that function across multiple platforms and interfaces. Strong problem-solving skills and comfort working in a changing environment. Location This position is based onsite at the San Francisco office.

About the RoleWe are on the lookout for pioneering Solutions Engineers who excel at blending technical expertise with commercial effectiveness. You will play a pivotal role in driving revenue by connecting our innovative platform with our clients' essential investment workflows. Your mission will be to demonstrate the real-world effectiveness of our knowledge engine, utilizing actual data from prospects to enhance their workflows.This involves transforming complex documents such as PDFs, CapIQ feeds, Excel models, and SharePoint files from financial services firms into insightful, actionable data through live demonstrations. Your technical proficiency will help you build trust, lead discovery sessions, manage proof of concepts (POCs), and convert skeptical investors into enthusiastic users of our platform.This position is ideal for builders — you will be actively involved in demonstrations, development, and iteration alongside our founders and engineers. You will enjoy significant autonomy and responsibility, overseeing the entire technical customer journey from initial wins to ongoing adoption and expansion.Your ResponsibilitiesConduct technical discovery and demonstrations — align customer workflows, identify data sources and pain points with our platform, and showcase the potential value of Rowspace to skeptical financial stakeholders.Manage the POC and technical success — utilize a prospect's data to demonstrate tangible business impacts during evaluations and serve as the primary technical liaison from kickoff to closure.Collaborate with Account Executives on deal strategies — gain insights into how prospects allocate their investments, understand their priorities, and position Rowspace effectively against their current practices.Encourage adoption and growth — maintain close relationships with clients post-sale, assist in reimagining their workflows, and identify opportunities for deeper usage across different teams and use cases.Advocate for the customer — gather feedback from the field and collaborate with engineering and product teams to identify valuable features for development and shape our product roadmap.Create reusable technical resources and playbooks to streamline future sales cycles and cultivate institutional knowledge within the team.

Slash Financial develops business banking infrastructure tailored for real operational demands. Since its founding in 2021, the company has processed over $10 billion in annual business transactions across several industries. With $100M in Series C funding from investors including Ribbit Capital, Khosla Ventures, Goodwater Capital, NEA, and Y Combinator, Slash continues to grow its product offerings and market presence. The San Francisco headquarters fosters a collaborative, in-person work environment. Role overview The Senior Infrastructure/Platform Engineer will take a hands-on role in scaling and strengthening the core platform behind Slash’s banking products. This position involves designing, building, and maintaining infrastructure to support rapid company growth and high transaction volumes. The work spans AWS cloud operations, Terraform, Kubernetes, and related systems. This engineer will help shape infrastructure strategy and make key decisions on performance, observability, security, and deployment. What you will do Lead the development of next-generation database, real-time workflow, and container orchestration infrastructure. Scale and enhance the Kubernetes (EKS) platform, CockroachDB clusters, Kafka (MSK), Temporal workflows, and ElastiCache Redis. Collaborate with engineering teams to establish and scale best practices using AWS ALB, WAF, Route 53, OpenSearch, S3, and Vercel. Create and maintain abstractions in Terraform and Pulumi to streamline architecture and assist product teams. Improve the speed and reliability of CI/CD pipelines. Tackle complex scaling, performance, and low-latency challenges within a monolithic architecture. Location This role is based in the San Francisco office and supports an in-person work culture.

Join Anthropic as an Engineering Manager for our Verticals team, focusing on Financial Services. In this pivotal role, you will lead and mentor a talented group of engineers to design and implement cutting-edge solutions that enhance our offerings in financial technology. Your expertise will guide the team in navigating complex challenges and driving innovation to improve user experience and operational efficiency.

Join us at Adyen as a Staff Engineer specializing in Financial Products, where you will play a critical role in shaping the future of payment solutions. As part of our dynamic team in San Francisco, you will leverage your engineering expertise to develop innovative financial products that enhance our clients' experience.

Join Intercom as a Solutions Operations Manager within our Professional Services and Solutions Engineering team, where you will play a pivotal role in streamlining our operations to enhance client satisfaction and operational efficiency. You will be responsible for overseeing the implementation and execution of our solutions, ensuring that our clients receive exceptional service throughout their journey with us.

Join Databricks as the Regional Vice President (RVP) of Financial Services. In this pivotal role, you will lead the charge in identifying and securing new business opportunities, driving growth within the financial sector. Your expertise will be crucial in developing strategic relationships with clients and positioning Databricks as a leader in data and AI solutions.As a RVP, you will leverage your extensive background in financial services to penetrate new markets, expand our customer base, and enhance our service offerings. You will work closely with cross-functional teams to ensure alignment with our business objectives and deliver exceptional value to our clients.

Join Drivetrain and be part of a mission that empowers businesses to enhance their decision-making processes. Our innovative financial planning platform enables companies to scale effectively and meet their objectives with confidence.As a remote-first organization based in the vibrant San Francisco Bay Area, Drivetrain was founded in 2021 by former Googlers and is rapidly growing, supported by top-tier venture capital firms.At Drivetrain, we cultivate a workplace where employees can flourish and find fulfillment. Remote-friendly: We unite talented individuals from diverse locations, granting them significant autonomy because we trust our team members. Open & transparent: We believe that providing our creators with comprehensive information leads to their best work. Idea-friendly: Our environment encourages exploration, risk-taking, learning from mistakes, and the success of great ideas from anyone within the company. Customer-centric: We adopt a product-led growth approach, continuously engaging with our customers to create outstanding software solutions.About the RoleWe are seeking enthusiastic professionals eager to redefine the landscape of strategic financial planning. As an Account Executive, you will leverage your network and champion Drivetrain’s vision to facilitate organizational growth.Your role will involve collaborating with an early-stage team while serving as a key liaison between the market and our internal product and engineering departments. Reporting directly to our CEO, you will devise and implement sales strategies and work closely with our marketing team to refine communications for potential clients.Key Responsibilities:- Develop a thorough understanding of Drivetrain’s offerings to effectively articulate our value proposition to targeted prospects.- Take ownership of the complete sales cycle, including prospecting, qualification, and contract negotiations.- Build and sustain a robust pipeline of high-quality opportunities by collaborating with the marketing team and engaging in outbound territory development.- Achieve and surpass sales targets by proficiently managing multiple concurrent sales cycles.- Collaborate effectively within a team to optimize revenue potential and ensure customer satisfaction.

Join Windfall Data as the Director of Financial Services, where you'll be instrumental in shaping our growth within this vital vertical. In this dynamic role, you will not only lead outreach and engagement with our top 50-100 Financial Services accounts but also build and develop a talented team of Account Executives. Your contributions will directly influence how Windfall approaches the market in wealth management, private banking, insurance, and related financial service sectors.This is a player-coach role that invites you to actively participate while mentoring and guiding your team. You will collaborate closely with our co-founders, product, and marketing teams to define Windfall's financial services strategy, including product development, positioning, and target audiences. The ideal candidate thrives in both executive discussions and hands-on coaching sessions. If you prefer a role focused solely on management, this opportunity may not be the right fit.At Windfall, we are committed to revolutionizing how organizations understand and utilize people data. Our core values include: (1) Excellent communication; (2) Transparency; (3) Providing leverage, not just optimization; (4) Making a difference daily; and (5) Acting with integrity and trust.

At Drivetrain, we are dedicated to empowering organizations to enhance their decision-making capabilities. Our innovative financial planning and decision support platform enables businesses to scale effectively and meet their objectives with certainty.Operating as a remote-first organization from our San Francisco Bay Area headquarters, Drivetrain was founded in 2021 by former Google professionals. We are rapidly expanding, supported by prominent venture capital partners.Our Team Culture: Remote-Friendly: We gather the brightest minds from around the globe, granting them significant autonomy and trust. Open & Transparent: We believe that access to information fosters creativity and excellence in our teams. Idea-Friendly: Our environment encourages experimentation and learning, empowering everyone to contribute innovative ideas that drive positive change. Customer-Centric: We employ a product-led growth strategy, continuously collaborating with customers to build exceptional software.Position OverviewJoin us at Drivetrain.ai as a Solutions Consultant. We seek a technically skilled and financially knowledgeable individual to collaborate with our Account Executives and Data Analyst teams. In this role, you will delve into the intricacies of financial modeling, create data architectures, and showcase the significant value Drivetrain brings to CFOs and finance leaders.Key ResponsibilitiesSolution Architecture & Development: Transition from high-level strategy to practical execution. You will design, model, and implement proof-of-concepts and pilot projects within Drivetrain to address specific financial challenges.Advising the CFO Office: Serve as a trusted partner to CFOs and VPs of Finance, translating their intricate business needs—from FP&A and consolidation to scenario planning—into comprehensive technical solutions.Data Architecture & Integration:

At Drivetrain, we are dedicated to empowering businesses to enhance their decision-making processes. Our innovative financial planning and decision-making platform enables organizations to scale efficiently and meet their goals with confidence.As a remote-first company based in the San Francisco Bay Area, we were founded in 2021 by former Google professionals. Drivetrain is rapidly growing, backed by prominent venture capital firms, and is on a path toward significant success. Embracing Remote Work: We unite top talent from around the globe, offering autonomy and trust to our team members. Transparent Communication: We believe that access to information fosters creativity and excellence. Support for Innovation: Our environment encourages exploration of new ideas, risk-taking, and learning from mistakes, allowing everyone to contribute to positive change. Customer-Centric Approach: Our product-led growth strategy focuses on continuous learning from our customers, collaborating to develop exceptional software solutions.Role OverviewAt Drivetrain.ai, we don't just envision a future; we construct it. We are in search of a Solutions Consultant with both technical expertise and financial acumen to collaborate closely with our Account Executives and Data Analyst teams. In this position, you will dive into the intricacies of our solutions, architecting data structures, developing complex financial models, and illustrating the measurable benefits of Drivetrain to CFOs and Finance leaders.Key ResponsibilitiesDesign & Implement Solutions: Transition from high-level strategy to hands-on execution. You will create, model, and configure proof-of-concepts and pilot implementations within Drivetrain to address specific financial challenges.Advise the CFO Office: Serve as a trusted advisor to CFOs and VPs of Finance. You will interpret their intricate business needs—from FP&A and consolidation to scenario planning—into effective technical solutions.Data Management: Collaborate with cross-functional teams to ensure optimal data organization and utilization.

At Slash Financial, we are revolutionizing the landscape of business banking, tailoring our services to meet the unique operational needs of various industries. Our innovative approach fuses the dependability of traditional banking—high yields, competitive rewards, and robust security—with specialized features that enhance efficiency, competitiveness, and profitability for businesses.Founded in 2021, Slash has quickly emerged as one of the leading fintech companies globally, facilitating over ten billion dollars in business purchasing annually across diverse sectors. We are proud to be supported by some of the most esteemed investors worldwide, including Menlo Ventures, NEA, Y Combinator, Stanford University, as well as the founders of Tinder and Plaid. Our headquarters are situated in the vibrant city of San Francisco, CA.We seek a dynamic and well-connected leader to spearhead growth in the home services and construction vertical.This position is perfect for an individual with extensive experience in the contractor and home service sectors, who possesses strong relationships throughout the industry.

Join Front, the premier AI-driven customer service platform, as a Solutions Engineer. In this pivotal role, you will cultivate in-depth technical expertise and be instrumental in defining, designing, and executing innovative product solutions that enhance the integration of Front's platform with third-party applications and systems. Collaborate closely with Account Executives during the pre-sales phase, serving as the primary technical liaison for our most strategic prospects. Your daily responsibilities will include strategizing product demonstrations, presenting technical solutions, and working cross-functionally to ensure client satisfaction and success.

Slash Financial is building financial infrastructure for businesses, combining the reliability of established banking with features tailored for modern companies. Since its founding in 2021, the company has handled over $10 billion in annual business transactions and recently secured a $100M Series C funding round. The team operates from its San Francisco headquarters and values in-person collaboration. Role overview This Software Engineer role sits within the stablecoin and on-chain infrastructure team. The focus is on building and scaling systems that power stablecoin payments and global account offerings. With the launch of stablecoin payments already reaching $3B in annualized volume, the team is expanding the Global USD Account, which allows businesses in more than 130 countries to access U.S. dollar transactions through Slash’s proprietary stablecoin, USDSL. Key responsibilities include developing the Global USD Account, improving global account features, optimizing stablecoin payment flows, and refining the stack behind the Global Card. The Global Card lets customers spend their stablecoin balance anywhere Visa is accepted. What you will do Develop and enhance the Global USD Account for international business users Optimize stablecoin payment systems and transaction flows Refine the technology stack for the Global Card product Work on integrating on-chain infrastructure with traditional banking systems Location This position is based in the San Francisco office. The company emphasizes a vibrant, in-person work culture.

Join Our Innovative TeamAt OpenAI, our Applied team is at the forefront of making advanced technologies accessible and impactful. We have developed market-leading products such as ChatGPT, Sora, and the OpenAI API, which harness the power of models like GPT-5 and an expanding range of multimodal functionalities across text, image, audio, and video. Our team also oversees the robust infrastructure needed for large-scale inference, ensuring a seamless experience for users worldwide. As we continue to innovate, our influence in the tech landscape is on a significant upward trajectory.Our clients are transforming their businesses with our APIs, unlocking capabilities that were once thought to be beyond reach. ChatGPT and Sora are prime examples of the limitless possibilities we now offer in various content forms. With the growth of these capabilities, we remain committed to the responsible application of our technology, prioritizing thoughtful deployment over unchecked expansion.Within the Applied Engineering sector, our Financial Engineering team is dedicated to developing the frontend platforms and workflows that dictate how OpenAI’s products are priced, purchased, and managed at scale. We collaborate closely with Go-To-Market and Finance teams to distill complex commercial requirements into intuitive, reusable billing experiences. We invite a talented frontend engineer to join us in defining and enhancing these billing platforms, shaping the interfaces and components relied upon by our product teams as we adapt to evolving customer needs.Your Role and Responsibilities:Design and develop scalable, reusable UI components and patterns to address a diverse array of billing scenarios across our product suite.Collaborate closely with backend engineers to implement comprehensive billing capabilities encompassing subscriptions, usage-based pricing, and enterprise solutions.Create tools and interfaces that empower teams in Finance, Sales, Support, and GTM to efficiently manage and analyze billing data.Innovate AI-driven features for billing workflows and platform tools to automate repetitive tasks, generate insights, and enhance decision-making.Contribute to the definition of frontend architecture, standards, and patterns for a unified billing platform utilized across OpenAI.Work collaboratively with Product, Data, Finance, Go-To-Market, and Engineering teams to transform ambiguous requirements into clear, high-quality user interfaces.Ideal Candidate Profile:Proven software engineering experience, with a preference for expertise in payments, billing, or monetization.Strong proficiency in modern frontend technologies, frameworks, and best practices.Demonstrated ability to work collaboratively across cross-functional teams and manage stakeholder expectations.Passion for creating exceptional user experiences and a keen eye for detail.

Slash Financial is looking for a Receptionist to join the San Francisco office. This role is the first point of contact for visitors and clients, setting a welcoming and professional tone each day. Key responsibilities Answer and direct incoming phone calls Greet guests and provide assistance as they arrive Handle administrative tasks to support the team Work location This position is fully onsite at the San Francisco office.

About Loop Loop is committed to unlocking profits trapped in the supply chain while reducing costs for consumers. Inefficient workflows and bad data create friction that hampers working capital and increases expenses for all stakeholders in the supply chain. Our cutting-edge audit and payment platform utilizes domain-driven AI to simplify the complexities associated with supply chain data and documentation. By enhancing visibility into transportation expenditures, we empower companies to manage costs and boost profitability. This is why renowned industry leaders such as J.P. Morgan Chase, ABB, Tyson Foods, and Estée Lauder partner with Loop. Our investors include J.P. Morgan, Index Ventures, Founders Fund, 8VC, Flexport, and numerous industry-leading angel investors. Our team boasts expertise from esteemed organizations like Uber, Google, Flexport, Meta, Samsara, Intuit, Rakuten, and long-standing industry stalwarts like C.H. Robinson. About the Role We are seeking an Enterprise Solutions Engineer to work collaboratively with Sales, Engineering, and Customer Success teams to ensure a smooth technical closing and implementation process for clients. This position involves designing and configuring complex workflows, serving as a primary contact for client implementations, orchestrating data integration, and bridging processes between the client's systems and Loop's proprietary platform. The Solutions Engineer collaborates with operations and sales teams to ensure that proposed deals include technical solutions that accurately meet client requirements and have the backing of key technical decision-makers. You will provide onsite and virtual support for client implementations, delivering technical expertise as an extension of the Sales and Customer Success teams. Key Responsibilities Facilitate project management for solution scoping and implementations, including but not limited to: Leading kick-off calls: remote (sometimes onsite) sessions to introduce the Loop solution. Coordinating integration solutions with internal stakeholders across a variety of commercial and legacy client systems. Overseeing integrations between Loop and the client's external software systems (TMS/ERP) with guidance from the Integrations Engineer, including schema mapping. Conducting tailored product demonstrations for prospective clients, acting as the product expert in pre-sales discussions. Defining use cases aligned with Loop’s product and roadmap. Collaborating with sales and operations teams to inform the cost structure for client proposals.

About Our TeamAt OpenAI, our Applied team is dedicated to responsibly harnessing state-of-the-art technology for the benefit of society. We have pioneered transformative products like ChatGPT, DALL·E, and comprehensive APIs for GPT-4 and GPT-3, along with advanced embeddings and fine-tuning capabilities. Our team also oversees extensive inference infrastructure that supports our broadening impact.Our clients leverage our APIs to build innovative businesses, unlocking features that were previously beyond reach. ChatGPT serves as a testament to the immense possibilities we offer. We emphasize the ethical application of our powerful tools, prioritizing secure deployment over unfettered growth.Within the Applied Engineering sector, the Financial Engineering team is pivotal in ensuring effective monetization of our products to cater to diverse customer requirements. Working in close tandem with the Go-To-Market and Finance teams, we aim to adapt our billing infrastructure to meet our changing internal needs. We are on the lookout for a seasoned engineer to design and enhance our billing systems, improving their functionality to accommodate our increasingly intricate and expansive product portfolio.Key Responsibilities:Design and develop the next generation of billing and monetization systems at OpenAI.Implement solutions across the tech stack to establish robust billing integrations for our ChatGPT and API clientele.Craft a flexible billing platform supporting both subscription and usage-based models, ensuring it is scalable and enterprise-ready.Develop tools that allow internal teams to effortlessly integrate billing data into their operations.Engage collaboratively with a diverse range of stakeholders, including Product, Data, Finance, and Go-To-Market teams, alongside fellow engineers.Ideal Candidate Profile:A minimum of 5 years of professional software engineering experience; expertise in payments, billing, or monetization is a plus.A passion for collaborating with various partners, especially those beyond the engineering domain.A strong desire to learn and grow, with the ability to convey knowledge clearly to others.Demonstrated experience in developing and refining production systems to enable new product features and tackle scaling challenges.Exceptional problem-solving abilities and a proactive approach to tackling complex challenges.