4+ years in pre-sales solutions engineering or similar role in a B2B SaaS company
Proven ability to create and deliver engaging demonstrations
Strong expertise in data analysis, particularly with Excel
Familiarity with APIs and system integrations
Comfortable discussing AI tools and their applications
Excellent communication skills for finance and operations audiences
Strong writing skills for documentation such as SOWs
Responsibilities
Collaborate with AEs on the technical aspects of sales deals
Conduct in-depth discovery sessions to understand client needs
Develop customized demo environments based on real data
Present compelling demos to a range of executive and operational roles
Define technical requirements and create associated documentation
Assist with RFPs and security evaluations
Provide valuable field insights to product and marketing teams
Benefits
Comprehensive health, dental, and vision insurance
401(k) match and flexible PTO policy
Equity opportunities in a growing startup
Access to professional growth and leadership roles
Position in a rapidly expanding vertical AI company
Full Job Description
About the role
Adaptive is the AI-native financial automation platform for the construction industry. As a Sales Engineer, you own the technical side of the sales cycle. You partner with Account Executives on every serious opportunity: running discovery, designing the solution, building and delivering demos, and handling technical objections from finance buyers who have seen a lot of software and believe very little of it.
What you'll do
Partner with AEs to own the technical thread of the deal: discovery, solution design, demos, proof-of-concept environments, and objection handling
Run discovery that gets underneath the surface ask, mapping the prospect's systems, workflows, and reporting needs
Build tailored demo environments seeded with realistic data so buyers see their own operation, not a sandbox
Deliver demos to executive and operational audiences, from CFOs to project accountants
Scope technical requirements and integrations, and translate them into SOWs and deal documentation
Support RFPs, security reviews, and technical evaluation processes
Feed field learnings back to product and marketing
What you bring
4+ years in pre-sales solutions engineering, sales engineering, or a similar technical customer-facing role at a B2B SaaS company
Strong demo craft: you can build an environment, tell a story with data, and adjust live when the room shifts
Comfort with data and systems: expert Excel, ability to read API docs, understanding of how integrations work
Working fluency with AI tools and the ability to speak credibly about AI capabilities and limits to a skeptical buyer
Executive presence and clear communication with finance and operations audiences
Strong written output: SOWs, technical responses, follow-up documentation
Construction or ERP experience is a plus, not a requirement. We will teach the domain to the right person
What we offer
Competitive salary plus meaningful equity
Comprehensive health, dental, and vision insurance
401(k) match and flexible PTO policy
A seat at the table in a rapidly scaling vertical AI startup
Unlimited opportunities for professional growth and leadership
In-office mandate
This role requires you to work Monday - Thursday in either our New York or Boston offices.
