Finley (the core product of Financial Wellness Labs) is the personal financial intelligence layer — an embeddable platform that gives any company the ability to offer their users a genuinely smart, proactive, personalized financial experience, under their brand, within their product. We combine proprietary ML and algorithmic models, a conversational AI interface, real-time data aggregation, and a benefits surfacing engine into a single platform that partners deploy as a white-label widget, API, or MCP server.

Sales Engineer

Finley Intelligence · Full-Time · Sales & Partnerships

The Role

We're looking for a Sales Engineer who sits at the intersection of technical depth, commercial instinct, and product storytelling. You'll be the person in the room who makes a CTO believe the integration is real, makes a CPO see what their product could become, and makes a developer feel confident enough to open a sandbox on the spot.

This is an early, high-leverage role. You'll work directly with founders and the head of sales on deals that matter. You'll help us build the repeatable patterns that scale — the demo environments, the POC playbooks, the integration stories for each partner archetype. You'll be part engineer, part storyteller, part closer.

What You'll Do

Own the Technical Sale

• Lead technical discovery with prospective partners — understand their stack, their user touchpoints, their data architecture, and where Finley fits
• Run live product demos tailored to each partner's use case, deploying the widget, API, or MCP server depending on what resonates
• Answer the hard questions from engineering teams: security model, data flows, latency, compliance posture, integration shape
• Write and present integration architecture docs that show the partner exactly what deployment looks like for them

Build POCs That Close Deals

• Stand up working POCs in the partner's environment — not wireframes, not slide mockups, but running integrations
• Use our Developer Sandbox and API layer to build custom demos that show Finley Intelligence working with the partner's data model
• Create reusable POC templates for each partner archetype (HCM/payroll, bank, retirement, employer) that the team can deploy faster over time

Be the Bridge Between Sales and Product

• Document partner technical requirements and feed them into our roadmap process — you'll hear things in discovery that shape what we build
• Work with engineering to flag integration complexity before it becomes a surprise mid-deal
• Help define and improve the partner onboarding experience: sandbox access, documentation, first-integration journey

Build the SE Foundation

• This is our first SE hire — you'll build the playbook, not follow one
• Create technical objection-handling guides, integration reference architectures, and demo scripts for each partner type
• Define what "technically ready to sign" looks like across deal stages

Who You Are

Required

• 3–7 years of experience in a Sales Engineering, Solutions Engineering, or Technical Consulting role — ideally selling to enterprise or mid-market technical buyers
• Comfortable reading and writing code: you can build a POC independently, navigate an API, and hold your own with a skeptical senior engineer
• Experience with REST APIs, webhooks, OAuth/SSO, and modern web architecture — you understand how integrations actually work
• Demonstrated ability to translate complex technical capability into business outcomes — you've sold to both the CTO and the CPO in the same meeting
• Strong demo instincts: you know how to read a room, adjust in real time, and make a live product feel inevitable
• Experience in fintech, HCM, banking, payroll, or enterprise SaaS — you understand the technical and compliance sensitivities of these buyers

Strongly Preferred

• Experience with data aggregation platforms (Plaid, MX, Finicity) or payroll connectivity (Pinwheel, Atomic, Argyle)
• Familiarity with MCP (Model Context Protocol) or agentic AI architectures — you understand why this matters to partners building AI-powered products
• Background selling embeddable or white-label products — you've navigated "we'll build it ourselves" conversations before
• Experience at an early-stage company where you built process alongside closing deals
• Familiarity with enterprise security reviews, compliance questionnaires, and data handling requirements (SOC 2, GDPR, etc.)

The Partner Archetypes You'll Sell Into

You'll need to quickly internalize how Finley fits differently for each partner type — and tailor your technical narrative accordingly.

What You'll Demo and Deploy

Finley Intelligence ships in three deployment modes. You'll be fluent in all three and know instinctively which one belongs in each conversation.

Widget — White-label webview. Fastest path to launch. Partners configure branding and feature flags; Finley handles everything else. You'll deploy this live in a demo environment in under an hour.

API / SDK — REST APIs for every capability. Partners build the frontend; Finley is the intelligence underneath. You'll build POCs against this for engineering-led partners.

MCP Server — Finley capabilities exposed as MCP tools. Any AI agent a partner is building can call Finley's financial intelligence. This is the conversation you'll be having more and more often as AI proliferates.

Compensation & Benefits

We're competitive on total comp for a Series A-stage company and structured around the reality that great Sales Engineers expect meaningful upside from the deals they help close.

• Base salary: $115,000 - $145,000 depending on experience
• Variable / commission: Deal-based and quota-attainment plan with meaningful SE participation
• Benefits: Medical, dental, vision; home office stipend; learning & development budget
• Location: This role is based in our NJ office which is easily accessible from the NY Metro area; travel for key partner meetings and conferences as needed

Why This Role, Why Now

Finley is at an inflection point. We have a live anchor partner with a major HCM, a pipeline with big names, and a product that demonstrably works. What we're building next is the infrastructure to scale that to 10 more partners in the next 18 months.

The Sales Engineer we hire will have a material impact on whether those deals close, how fast we can iterate on the partner experience, and how we build the repeatable patterns that define our GTM motion. You'll be here when it matters.

If you've been waiting for the moment where your technical credibility and commercial instincts can both run at full throttle — this is it.

To Apply

Send your resume and a short note on the most technically complex deal you've helped close. We don't need a cover letter — we want to know what made that deal hard and how you made it work.

[email protected]