Partner with Account Executives and sales leadership to support the full sales cycle - from discovery to closing - by bringing domain expertise, technical fluency, and consultative insight
Engage senior stakeholders (portfolio managers, heads of research, quant leads, CIOs) in deep conversations about how Samaya can transform current workflows (e.g. due diligence, modeling, sourcing signals, thematic research, scenario analysis)
Lead tailored demos and workshops in financial workflows (e.g. valuation, deal modeling, stress testing, sector analysis, risk-scenario simulation), validating use cases and aligning to stakeholder pain points
Serve as a trusted advisor: educate customers on AI's potential (and limitations) in financial settings, and help them design adoption pathways
Capture feedback and act as the "Voice of the Customer," influencing product roadmap, prompt engineering strategies, domain expansions, and sales positioning
Collaborate with marketing and enablement to produce thought leadership, case studies, and domain-specific collateral that resonates with finance audiences
Stay abreast of trends in finance, fintech, AI, and the competitive landscape. Provide competitive intelligence and market insights to GTM and product teams
Occasionally travel (customer visits, industry events) to strengthen relationships and market presence
Requirements
Required
3+ years of experience in a financial expert role (e.g. investment banking, equity/credit research, asset management, trading desk, quant analytics, portfolio management)
Deep understanding of financial workflows: modeling, valuation, forecasting, risk management, company analysis, event-driven theme evaluation, etc
Proven ability to engage and influence senior decision-makers (C-suite, heads of research, CIOs), especially in finance
Excellent presentation and communication skills - able to translate AI capabilities into customer vernacular and deliver custom demos
Ability to translate ambiguous business challenges into concrete technical/AI-enabled solutions
A proactive, self-driven, and flexible mindset - you'll be operating in a fast-moving startup environment
Comfort working across teams (Product, ML, Engineering, Sales) and serving as the domain translator
Prior experience in risk, quant, or trading systems
B2B sales, pre-sales, or solution engineering experience in fintech or deep-tech companies
Benefits
On Target Earnings (OTE): $160,000 - $240,000 (70/30 split - base/variable). Variable compensation components will be tied to sales outcomes/success.Final offer amounts are determined by multiple factors, including experience and expertise, and may vary from the amounts listed above.Equity may also be considered as part of the overall compensation package.Health: Access comprehensive health insurance, including medical, dental, vision, flexible spending account (FSA), and short-term disability.Wealth : Support for your long-term financial wellbeing with a 401(k) and pre-tax benefits (e.g. commuting).Rest : Enjoy flexibility to rest and recharge as needed, with unlimited PTO (Paid Time Off).Flexibility: Work flexibly with a hybrid setup - typically team members spend a minimum of three days in the office per week.Travel: Grow and connect with a travel budget that encourages conference attendance, customer visits, and team gatherings.Equipment: Create your ideal workspace with an office Equipment allowance to set up what works best for you.Inclusive HiringInterview Accommodations: We are committed to ensuring an equitable selection process for everyone and welcome applicants from varied backgrounds to enrich our team. If you require accommodations or adjustments during our recruitment process, please inform us.Visa Sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. If we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.About SamayaSamaya builds Expert AI Agents that turn information from the global financial market into investment conviction.The global financial maHealth insuranceDental insuranceVision insurance401(k)Paid time offFlexible scheduleEquity / stock optionsParental leave
Additional Information
Role
The Finance AI Architect will bring deep financial domain expertise (investment research, asset management, trading, investment banking, risk, etc.) to advance Samaya's adoption across key institutions. This role is central in helping customers unlock outcomes/use cases and integrate Samaya's powerful AI Agents into their workflows.
Samayaai · Mountain View, CA