Own the full enterprise sales cycle, with an emphasis on financial services
Run discovery and demos tailored to the customer’s actual workflows and priorities
Build and scope POCs directly in Preql
Lead technical conversations with data and engineering teams
Lead business conversations with finance stakeholders including CFOs and FP&A leaders
Build relationships across the buying committee, not just with a single champion
Handle deal execution end-to-end: security reviews, procurement, forecasting, contracts, and implementation planning
Stay involved through launch and early expansion
Bring product and market feedback directly back to the team
Help define the GTM playbook for future hires

5+ years in sales, solutions engineering, and/or as data practitioner within financial services
Experience selling into enterprise organizations
Experience in financial services and/or finance orgs, and deep familiarity with their unique data challenges
Ability to communicate effectively with both technical and business stakeholders
Comfortable working directly with founders and operating without a lot of structure
Strong written and verbal communication skills
Self-aware, low ego, and focused on outcomes over optics
Nice to have: Experience selling into banks, asset managers, or private equity firms
Familiarity with financial data workflows like reconciliation, allocations, or GL structures
Experience with ERPs, data warehouses, FP&A tooling
Background in solutions architecture, forward deployed engineering, or technical implementation roles
Experience helping build an early-stage sales motion

Preql AI

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