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Build the AI workforce that finance can actually trust.
The Role
Serve as the first sales engineer, partnering with Client Partners and Account Executives throughout discovery, demonstrations, architecture, security reviews, scoping, and delivery handoff. Lead technical discovery, explain AI accuracy and evaluation methods, address model risk and compliance concerns, scope opportunities with engineering, and create reusable enablement materials. Build the technical sales function, demo assets, discovery framework, objection library, and technical sales processes for regulated financial-services clients.
Summary Generated by Built In
Build the AI workforce that finance can actually trust.
We are closing the gap between what AI promises and what regulated institutions can responsibly deploy. If you fall in love with hard problems — not easy answers — this is where your work matters.
About Obin
The role
What you will own
We are closing the gap between what AI promises and what regulated institutions can responsibly deploy. If you fall in love with hard problems — not easy answers — this is where your work matters.
AI has made plenty of promises. Regulated financial institutions need systems they can deploy, govern, and defend to a regulator.
Obin is the agentic workforce for regulated finance. We build AI agents trained on how a specific firm actually works — its operating logic, its edge cases, its regulatory framework — that run inside the client's own cloud and governance boundary. Every agent we build belongs to the client: their cloud, their model, their IP. Outputs are auditable, traceable, and reversible.
We help leading institutions rethink critical workflows across insurance, private credit, private equity, and commercial lending. Our founders are Apoorv Saxena (Global Head of AI at JPMorgan Chase, Managing Director at Silver Lake, Head of Product for Cloud AI at Google) and Lak Lakshmana (Data & AI operating executive at Silver Lake, Head of Data Analytics & AI at Google). Our advisors include Fei-Fei Li and Lukasz Kaiser. We are in production at institutions representing over $1 trillion in assets, profitable since seed, and closing a Series A.
You are our first sales engineer. Today our CTO and our founders sit in every technical conversation, which does not scale and is the reason this seat exists.
You will be the technical partner to our Client Partners and Account Executives across the full cycle: discovery, demo, architecture and security review, workflow scoping, and the handoff into delivery. You will translate in both directions — turning a client's operating problem into something our engineers can scope, and turning what we have built into something a business buyer understands.
Be clear-eyed about what this is. No team, no library of demo assets, no discovery framework waiting for you. You will build the technical sales function while carrying it.
- Technical discovery. Get underneath the stated requirement to the actual workflow, the exception paths, and where the current process breaks.
- The business-buyer demo. Own the flow, the narrative, and the data, including the Context Studio story. Build it so a Client Partner can run it without you.
- Architecture and security reviews. Lead conversations on data access, deployment model, controls, lineage, and auditability.
- Model risk and compliance. Support the questions that stall deals in regulated institutions.
- Accuracy and evals. Explain, credibly and specifically, how we get from a frontier model's baseline to production accuracy — ontology, encoded SOPs, edge-case handling, error correction, and the eval sets that prove it. Technical buyers will test this, and hand-waving ends the conversation.
- Scoping with engineering. Translate opportunities into estimates our delivery team can stand behind, and be honest with sellers about what capacity allows. You produce the opportunity brief, the ROI validation, and the scope that feeds the SOW.
- Clean handoff. The delivery pod inherits your scope. Make it something a forward-deployed engineer can build from without re-discovering the account.
- Technical enablement. Build the objection library, the proof points, and the talk tracks so the commercial team is not dependent on you for every call.
Must have
- Enterprise sales engineering experience. You have supported seven-figure deals with long cycles and technical buying committees.
- Financial services fluency. You have been through security review, model risk, and third-party risk at a bank, insurer, or asset manager, and you know what actually blocks a deal.
- You can demo to a business buyer. Not just a technical audience. You know the difference and you can do both.
- Applied AI understanding. LLMs, RAG, agentic workflows, and where each is and is not appropriate. Enough depth to be credible with engineers, and enough honesty to say what we cannot do.
- Builder appetite. Comfortable with no playbook, no demo library, and no team.
- You have killed a deal on technical grounds, against sales pressure, and you can explain why you were right.
Strongly preferred
- 5 to 12 years in sales engineering, solutions consulting, or forward-deployed engineering
- Insurance, private credit, or asset management specifically
- Hands-on ability to build a prototype or manipulate data rather than only presenting
- Deployments into a client's own cloud (GCP especially), on-prem, or VPC-isolated environments
- Experience in a services-plus-product model rather than pure SaaS
- Early-stage or first-SE experience
Base compensation range:
$200,000 - $250,000
Plus Annual Bonus + Equity
About Us:
Obin AI is an enterprise artificial intelligence company building the next generation of agentic intelligence for financial services. The company develops a production-ready AI workforce that runs defined workflows end-to-end inside a firm’s controls and audit boundaries, encoding institution-specific logic and producing traceable, inspectable outputs. Because of its open, no-lock-in architecture and ability to resolve even nuanced edge cases, Obin AI is trusted by leading global financial institutions representing over $1 trillion in assets under management. Obin AI enables these organizations to standardize and accelerate their core workflows — continuous monitoring, scalable underwriting, and earlier risk detection — without scaling teams or compromising governance. Founded by seasoned leaders from Google AI, JPMorgan and Silver Lake, Obin AI is reimagining how financial firms operate — deploying AI workers directly within live workflows to expand decision capacity under institutional controls.
Obin AI is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Skills Required
- Enterprise sales engineering experience supporting seven-figure deals with long sales cycles and technical buying committees
- Financial services fluency, including experience with security review, model risk, and third-party risk at a bank, insurer, or asset manager
- Ability to conduct demonstrations for both business buyers and technical audiences
- Applied understanding of LLMs, RAG, agentic workflows, and appropriate use cases
- Comfort building a technical sales function without an established playbook, demo library, or team
- Experience rejecting a deal on technical grounds and explaining the rationale
- Five to twelve years of experience in sales engineering, solutions consulting, or forward-deployed engineering
- Experience in insurance, private credit, or asset management
- Hands-on ability to build prototypes or manipulate data
- Experience deploying solutions into client-owned cloud environments, especially GCP, on-premises environments, or VPC-isolated environments
- Experience with a services-plus-product business model rather than pure SaaS
- Early-stage company or first-sales-engineer experience
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The Company
What We Do
Agentic Workforce for Financial Services Obin provides an end-to-end platform to reimagine, build, and manage production-grade AI agents inside your own environment, scaling the capacity and judgment of your best people firm-wide.
Why Work With Us
We’re Building the Future of AI Agents for Regulated Finance We started Obin because we are witnessing a fundamental shift in how financial institutions operate. As the marginal cost of executing complex workflows collapses, the constraint is no longer people and hours — it is judgment, governance, and speed.
