Pre-Sales Senior Engagement Manager

About the role

As a Pre-Sales Senior Engagement Manager, you'll shape how Fin transforms customer support operations, from initial engagement to successful deployment. This role requires a blend of technical expertise, strategic thinking, and strong interpersonal skills.

Responsibilities

• Turn ambiguity into clarity by leading services scoping with customers to define clear deployment paths
• Own the story in pre-sales by partnering with Sales to position services and ensure customers see value from day one
• Scope what success looks like by translating business and technical requirements into clear Statements of Work (SOWs)
• Design AI-powered solutions to help customers rethink their customer experience
• Assess complexity and guide the right approach to evaluate deals based on workspace and workflow design, Fin readiness, migration complexity, and integrations
• Be the bridge between customer needs and Product, Engineering, and Customer Success to ensure what is sold is what can be delivered
• Contribute to process improvements, tooling, and scalable ways of working across pre-sales and deployment services

Requirements

• 3–5 years in consulting, pre-sales, solutions, or customer success
• Great at engaging both technical teams and senior executives
• Proven track record in creating accurate, customer-ready SOWs
• 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
• AI-curious and hands-on, able to understand how it changes workflows
• Not afraid to challenge customers and internal teams when necessary

Skills

• Technical and business acumen
• Strategic thinking and problem-solving
• Effective communication and negotiation skills
• Experience with SaaS and AI automation
• Ability to manage complex projects
• Customer-centric mindset

Benefits

• Competitive salary and meaningful equity
• Comprehensive medical, dental, and vision coverage
• Regular compensation reviews
• Unlimited access to AI tools
• Flexible paid time off policy
• Paid Parental Leave Program
• 401(k) plan & match
• In-office bicycle storage
• Fun events for employees, friends, and family!

Pay

The base salary range for candidates within the Greater Chicago Area is $133,700-$159,650. Actual base pay will depend on a variety of factors such as education, skills, experience, location, etc. The base pay range is subject to change and may be modified in the future.

Schedule

We have a hybrid working policy. Employees are expected to be in the office at least three days per week.