Saris AI
Artificial Intelligence • Fintech • B2B
Saris AI is a company that builds advanced multi-turn AI negotiation and workflow agents for banks, credit unions, and financial services firms to automate complex back-office and customer-facing processes. Their platform focuses on tasks like collections, settlements, AR/AP, loan and deposit servicing, and complex verifications, delivering measurable reductions in workflow cost and increases in output while integrating directly with existing systems and maintaining compliance (SOC2, PCI, FERPA, HIPAA, GDPR).
51 - 200 employees
Founded 2024
🤖 Artificial Intelligence
💳 Fintech
🤝 B2B
Sales Engineer
November 25
Saris AI
Artificial Intelligence • Fintech • B2B
Saris AI is a company that builds advanced multi-turn AI negotiation and workflow agents for banks, credit unions, and financial services firms to automate complex back-office and customer-facing processes. Their platform focuses on tasks like collections, settlements, AR/AP, loan and deposit servicing, and complex verifications, delivering measurable reductions in workflow cost and increases in output while integrating directly with existing systems and maintaining compliance (SOC2, PCI, FERPA, HIPAA, GDPR).
51 - 200 employees
Founded 2024
🤖 Artificial Intelligence
💳 Fintech
🤝 B2B
📋 Description
• Lead discovery calls and technical scoping calls with prospects to uncover workflow challenges and inefficiencies in financial institutions. • Create workflow maps and reports that highlight operational bottlenecks and identify agentic AI opportunities for automation. • Partner with Sales to co-own the pre-sales process from discovery through proposal. • Engage executive stakeholders, deliver clear, compelling insights on how Agentic AI drives measurable ROI and transforms operations at scale. • Collaborate across the team with sales, customer success, and product to ensure customer success.
🎯 Requirements
• 5+ years of experience in financial services, sales engineering, consulting, customer success, business process improvement, or AI-driven automation. • Expertise in workflow mapping, process optimization, and ROI analysis, with the ability to manage multiple workflows and quickly connect the dots. • Effective communication skills, experience and comfort in engaging with senior executives and leaders at financial institutions. • Experience building business cases and ROI narratives. • Growth mindset and curiosity - Have a growth mindset, drive initiatives, and a strong desire to help customers succeed.
🏖️ Benefits
• Competitive compensation with premium benefits and equity package
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