Pre-Sales Senior Engagement Manager

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.

• 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

• 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

• 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

Fin has a hybrid working policy. We believe that working in person helps us stay connected, collaborate easier and create a great culture while still providing flexibility to work from home. We expect employees to be in the office at least three days per week.

We have a radically open and accepting culture at Fin. We avoid spending time on divisive subjects to foster a safe and cohesive work environment for everyone. As an organization, our policy is to not advocate on behalf of the company or our employees on any social or political topics out of our internal or external communications. We respect personal opinion and expression on these topics on personal social platforms on personal time, and do not challenge or confront anyone for their views on non-work related topics. Our goal is to focus on doing incredible work to achieve our goals and unite the company through our core values.  

Fin values diversity and is committed to a policy of Equal Employment Opportunity. Fin will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other legally recognized protected basis under federal, state, or local law.