Sales Engineer

About CassidyAt Cassidy, we’re building software that helps teams move faster by automating complex, high-leverage workflows with AI. Our platform enables teams to deploy AI agents and automations inside business-critical processes — not just to eliminate busywork, but to handle real operational workflows across the tools they already use.The RoleSales Engineers at Cassidy are trusted technical partners to our Account Executives and prospects. You’ll work directly with customers to understand their workflows, identify opportunities where Cassidy can drive real business impact, and bring those stories to life through thoughtful demos and solution design.This is a pivotal pre-sales role: part product expert, part consultant, part storyteller. You’ll be instrumental in helping customers understand not just what Cassidy does, but why it matters for their team.This role is based in New York City and requires working from our office. We value in-person collaboration and expect Sales Engineers to be on site working closely with the broader go-to-market team.What You’ll DoPartner closely with Account Executives to support the full sales cycle, from discovery through closeLead technical discovery to deeply understand customer workflows, requirements, and success criteriaDesign and deliver compelling, outcome-driven demos tailored to each customer’s use casesBuild custom demo environments, configurations, or workflows that reflect real customer data and scenariosAct as a trusted advisor, helping customers evaluate tradeoffs and design solutions that fit their needsSupport technical evaluations, pilots, and proof-of-conceptsAnswer technical questions related to integrations, security, data flows, and architectureCollaborate cross-functionally with Product, Engineering, and Customer Success to unblock deals and share customer feedbackContribute demo assets, best practices, and enablement materials to improve the Sales Engineering team over timeWhat We’re Looking For4-8 years of relevant experience in a Sales Engineer, Solutions Engineer, or similar pre-sales roleExperience working in mid-market or enterprise SaaS sales cycleStrong customer-facing skills — comfortable leading conversations with both technical and non-technical stakeholdersAbility to translate complex technical concepts into clear, business-oriented explanationsExperience working with modern SaaS products, APIs, integrations, or data-driven workflowsFamiliarity with CRMs, automation platforms, or AI-powered products is a plusComfort building and delivering live demos that adapt to customer questions in real timeStrong written and verbal communication skillsA collaborative mindset and comfort working closely with cross-functional teams in personBias toward action and ownership in fast-moving environmentsWhy CassidyWork on a product customers genuinely love and rely onHigh-impact role with visibility across Sales, Product, and EngineeringCompetitive compensation, equity, and benefitsA team that values clarity, speed, and thoughtful executionReal ownership — and the chance to shape how we sell as we scale