Dice · 6 hours ago
Director of AI Pre-sales (Financial Services)
United States
Full-time
Remote
Lead/Staff, Director/Executive
5+ years expDice is seeking a hands-on AI Pre-Sales Leader specializing in rapid demo and prototype creation for the financial services sector. This role involves collaborating with sales and engineering teams to develop AI prototypes and engage with sophisticated buyers to influence deal outcomes.
ConsultingRecruitingStaffing Agency
Hiring Manager
Alex Kern
Responsibilities
Design and build working AI demos and prototypes—often within days—to support live sales pursuits, executive briefings, and technical deep dives
Create GenAI- and Agentic AI–driven applications, including: Document intelligence (OCR, NLP, extraction, summarization), AI agents for workflow orchestration and decision support, ML models for prediction, classification, and optimization
Balance speed vs. credibility, producing demos that are technically sound while optimized for sales velocity
Serve as the primary technical counterpart in pre-sales conversations with: Mortgage technology leaders, Bank architects and data leaders, AI/ML, platform, and engineering buyers
Lead architecture discussions, demo walk-throughs, and whiteboarding sessions covering: GenAI architectures, Agentic AI patterns, Data pipelines and ML workflows
Confidently explain what is feasible vs. impractical, grounding conversations in real engineering constraints
Rapidly internalize mortgage and banking workflows (e.g., origination, servicing, underwriting, compliance, customer servicing)
Translate these workflows into AI-first solution concepts, even when requirements are loosely defined
Create new approaches rather than recycling generic industry playbooks
Partner with Sales to: Shape technical solution narratives, Influence deal strategy and scope, Support late-stage technical validation, Contribute to RFP responses, solution outlines, and technical sections where differentiation matters
Support executive-level presentations by anchoring narratives in real demos and artifacts, not abstractions
Build and refine reusable demo frameworks, reference architectures, and AI accelerators that improve pre-sales efficiency over time
Collaborate with engineering teams to ensure pre-sales prototypes can transition cleanly into delivery when deals close
Act as a credible technical storyteller, capable of: Explaining complex AI concepts clearly, Tailoring messaging to business vs. technical audiences, Occasionally support blogs, talks, or internal enablement sessions focused on applied AI in financial services
Qualification
Required
Bachelor's degree in Computer Science, Engineering, Mathematics, or equivalent practical experience
5+ years of hands-on experience in AI, ML, data engineering, or advanced analytics, including production-grade work
Demonstrated experience in pre-sales, solution architecture, or technical consulting, with direct customer interaction
Strong proficiency in Python and modern data/ML tooling (e.g., notebooks, APIs, model frameworks)
Practical experience with Generative AI and LLM-based systems, including prompt design, retrieval, orchestration, or agent frameworks
Solid understanding of cloud-native architectures (AWS, Azure, or GCP), including data services and deployment patterns
Exceptional presentation and communication skills, with the ability to lead unscripted technical discussions
Preferred
Prior experience in mortgage, lending, or banking (nice to have, not mandatory)
Exposure to agent frameworks, orchestration layers, or multi-agent systems
Experience building executive-facing demos that influence buying decisions
Background in startups, R&D, or innovation teams where ambiguity is high and speed matters
Company
Dice
Dice is the go-to career marketplace for tech professionals.
201-500 employees
H1B Sponsorship
Dice has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (4)
2020 (5)
Funding
Current Stage
Growth StageLeadership Team
Daniel Hinck
Client Success Partner
Kalyn Thorne
Client Success Partner - Enterprise
Recent News
2025-08-25
Company data provided by crunchbase