Glean · 2 weeks ago
Industry Principal, Financial Services & Insurance
United States
Full-time
Remote
Lead/Staff
$240K/yr - $300K/yr
10+ years expGlean is a Work AI platform that enhances productivity through intelligent search and AI solutions. They are seeking an Industry Principal for Financial Services & Insurance to lead strategy and execution, engaging with C-suite stakeholders and driving revenue impact while shaping value narratives and product solutions.
Agentic AIArtificial Intelligence (AI)Enterprise SoftwareGenerative AIMachine LearningSearch Engine
Responsibilities
Be the senior domain advisor across pre‑ and post‑sales, translating FSI business priorities (e.g., operational efficiency, risk and compliance, productivity, customer experience) into concrete Work AI solutions and outcomes
Lead C‑suite conversations (CIO/CTO/CRO/COO/CMO/Chief Data/AI Officers) and industry analysts; build executive relationships that advance multi‑threaded, value‑based sales cycles
Craft and deliver industry value narratives, ROI frameworks, and reference architectures for banking, capital markets, and insurance; enable the field with repeatable industry plays and proof packages
Drive external visibility through industry thought leadership: publish articles/whitepapers, present at conferences, and co‑create content with customers and partners
Partner with Sales, Solutions Engineering, Product, and Marketing to inform roadmap and packaging for FSI use cases (e.g., agentic workflows for servicing, underwriting/suitability knowledge, advisor/seller productivity, risk and regulatory knowledge management)
Systematically capture field insights to strengthen product‑market fit; articulate solution requirements back to Product and Engineering
Build and mentor an extended, virtual tiger team around FSI—across SE, PMM, Partners, and CS—to execute the industry plan and achieve pipeline, win‑rate, and expansion goals
Contribute to analyst engagement and competitive positioning to shape the category narrative
Qualification
Required
10+ years in Financial Services and/or Insurance, ideally with time spent inside a top bank/insurer or at a leading consulting/technology firm focused on FSI transformation
Credible executive communicator with a track record engaging C‑suite and board‑level stakeholders; strong point‑of‑view on where AI drives measurable value in FSI
Hands‑on familiarity with enterprise AI/LLMs, SaaS, data governance, and security in regulated environments; able to balance innovation with model risk, compliance, and privacy needs
Proven ability to create industry content (presentations, whitepapers, blogs) and to enable field teams with value messaging and plays
Comfortable operating in a high‑growth environment; strong bias to action, collaboration, and measurable outcomes
Preferred
Preferred locations in Palo Alto, San Francisco, Nashville, or New York City
Travel 25% - 40%
Benefits
Medical, Vision, and Dental coverage
Generous time-off policy
Opportunity to contribute to your 401k plan
Home office improvement stipend
Annual education and wellness stipends
Healthy lunches daily
Company
Glean
Glean develops an AI-based search engine software that connects enterprise data and generates answers to improve workplace efficiency.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$768.2MKey Investors
Wellington ManagementSequoia CapitalGeneral Catalyst
2025-06-10Series F· $150M
2024-09-10Series E· $260M
2024-02-27Series D· $203.2M
Leadership Team
Arvind Jain
Founder and CEO
Michael Miao
VP of Finance & BizOps
Recent News
2026-01-19
Business Insider
2025-12-24
2025-12-11
Company data provided by crunchbase