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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in leading enterprise demos and technical selling within the finance domain, with a strong ability to engage senior finance stakeholders. Proficient in utilizing AI tools to enhance demo effectiveness and customer engagement.
Highest-signal resume keywords
Enterprise Demo LeadershipTechnical Selling ExpertiseAccounting Domain KnowledgeCustomer Engagement with CFOsAI Tool Utilization
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Enterprise DemosStatements Of WorkProof-Of-ConceptsDiscovery SessionsTechnical Win StrategiesAccounting WorkflowsFinancial ReportingSales EngineeringCustomer Feedback SynthesisDemo Environment Development
Soft Skills
MentoringCoachingCredibility BuildingCollaboration
Tools & Technologies
AI ToolsClaudeMCP
Certifications & Qualifications
CPA
Industry Keywords
FinanceERPFP&ABillingRevenue Management
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead complex enterprise demos, discovery sessions, statements of work, and proof-of-concept engagements independently across mid-market and enterprise accounts
- Partner with Account Executives to develop technical win strategies and drive deals forward
- Build credibility with senior finance stakeholders, including CFOs, Controllers, and VPs of Finance
- Mentor and coach other Sales Engineers on accounting domain knowledge and technical selling
- Gather and synthesize customer feedback to inform product roadmap priorities
- Partner with PMM and product to shape the future of the platform
- Develop and maintain reusable demo environments, technical collateral, and enablement materials
- Use AI tools such as Claude and MCP to scale demos, research, and deal preparation
- Help the broader team use AI tools effectively
Requirements
What you’ll need- 6–12+ years of total experience
- 3+ years as a customer-facing Sales Engineer at a finance or finance-adjacent platform, such as an ERP, FP&A tool, or Billing & Revenue tool
- Deep accounting and finance domain expertise
- Ability to credibly converse with CFOs and Controllers from day one
- Proven track record independently running complex enterprise demos, SOWs, POCs, and discovery
- Based in San Francisco or New York
- CPA or formal accounting background (nice to have)
- Familiarity with accounting close management or financial reporting workflows (nice to have)
- Experience building or contributing to an SE function at a high-growth startup (nice to have)
Benefits
Comp & perks- Equity
- Commission
- Hybrid work with flexibility to manage your schedule
- In-office collaboration in New York or San Francisco
