Sales Engineer

ABOUT THE JOB

Tapcheck is scaling rapidly, and our revenue teams need intelligent automation to move faster and smarter. As our GTM AI Engineer, you'll be the architect who designs and deploys AI-powered solutions across BDRs, Marketing, Sales, Channel, and Customer Success. You'll build the intelligent systems that transform manual processes into automated workflows, surface actionable insights from our data, and give every rep a productivity multiplier. Reporting to the VP of Revenue Operations, you'll own the AI and automation roadmap that drives pipeline efficiency, accelerates deal velocity, and improves customer outcomes. If you're energized by the challenge of applying cutting‑edge AI to real revenue problems in a high‑growth fintech environment, this is your opportunity to make a measurable impact.

This role offers both a remote and hybrid option.

Employees located within 30 miles of Plano TX, are required to be in‑office Tuesday through Thursday each week. Those residing beyond this radius may be considered for a fully remote arrangement, depending on experience and business needs.

What You’ll Do

AI-Powered Revenue Automation – Design and deploy intelligent workflows that automate repetitive tasks across the GTM organization. You'll build systems that auto‑enrich leads, generate personalized outreach, predict deal outcomes, and flag accounts requiring intervention, turning hours of manual work into automated intelligence.

BDR & Sales Productivity Tools – Create AI agents that research accounts, synthesize competitive intelligence, and generate talking points before every call. Surface deal risks, recommend next steps, and help reps prioritize their pipeline.

Marketing & Channel Intelligence – Develop AI‑driven attribution insights and campaign optimization. You'll automate lead scoring models, partner routing logic, and channel performance reporting.

Customer Success Automation – Build churn prediction models, expansion opportunity identification, and automated QBR deck generation that pulls real‑time account data into polished presentations. You'll extend our automation capabilities into proactive customer health monitoring and intervention triggers.

Integration & Systems Architecture – Work hand‑in‑hand with RevOps and Systems to integrate AI capabilities into Salesforce, Gong, HubSpot, and our broader tech stack. You'll ensure solutions are production‑ready, scalable, and adopted by end users.

What You’ll Bring

Experience – 3‑5 years building AI/ML solutions or intelligent automation in a B2B SaaS, fintech, or revenue operations context. You've shipped production systems that real users rely on daily.

Technical Skills – Strong proficiency in Python, SQL, and modern AI/ML frameworks. Experience with LLMs (OpenAI, Claude, etc.), prompt engineering, and building AI agents. Familiarity with workflow automation tools (Clay, n8n, Zapier) and data pipelines.

Revenue Acumen – You understand the GTM motion—how leads flow, deals progress, and customers expand. You can translate business problems into technical solutions that move metrics like conversion rates, deal velocity, and retention.

Systems & Tools – Deep familiarity with Salesforce and the modern revenue tech stack (Gong, HubSpot, Outreach, ZoomInfo). You're comfortable with APIs, webhooks, and building integrations that connect disparate systems.

Data-Driven – You don't just build tools, you measure their impact. You know how to baseline processes, track time savings, and make a compelling case for automation ROI.

Communication & Collaboration – You can translate complex technical concepts for non‑technical stakeholders. You're equally comfortable whiteboarding architecture with engineers and demo'ing solutions to sales leadership.

Bias for Action – You thrive in fast‑paced environments where priorities shift quickly. You're scrappy, resourceful, and comfortable shipping 80/20 solutions that improve over time.

At this time, Tapcheck does not provide sponsorship for employment-based visas (e.g., H-b, L-1, TN, etc.). Therefore, candidates must already possess the right to work in the United States without the need for employment‑based visa sponsorship now or in the future.

This is a remote‑friendly role. Ideally, candidates will sit in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MI, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, UT, VA, WA, WI.

About Tapcheck

Tapcheck is a digital platform offering an easy and convenient way to access on‑demand earnings early. Available at no cost to employers, our app‑based on‑demand pay solution helps relieve the financial stress that many employees experience on a daily basis.

The Tapcheck team is passionate about our mission to improve financial wellness and boost business productivity. By giving workers the ability to transfer wages they’ve earned directly to their bank account or pay card without waiting for payday, Tapcheck eliminates the need for high‑interest payday loans or employer‑funded cash advances.

How We Get Things Done

• Humility: We believe in the power of humility. We value team players who are down‑to‑earth, respectful, and open to learning from others. Our employees approach challenges with a positive attitude, acknowledging their strengths and weaknesses while celebrating the achievements of their colleagues.

• Grit: We admire individuals with grit – those who demonstrate unwavering determination and resilience in the face of obstacles. At Tapcheck, we take pride in overcoming challenges together, pushing the boundaries of what is possible, and embracing failure as an opportunity for growth.

• Raising the Bar: Continuous improvement is at the heart of our culture. We are committed to setting high standards and pushing ourselves to exceed them. We seek employees who are innovative and strive for excellence, constantly seeking ways to enhance our products, services, and processes.

• Striving for Growth: We foster an environment that encourages personal and professional development. Our employees are driven to learn, grow, and adapt to new circumstances. We support individuals who take initiative, seek out new challenges, and actively contribute to their own growth and the growth of the company.

Why Join Tapcheck?

• Competitive base

• Flexible Time Off

• Health Insurance

• Dental Insurance

• Vision Insurance

• 401K Match

Compensation: $160-190K + Bonus/Equity. The actual base salary will depend on numerous factors such as: location, experience, training, knowledge. and skills. Tapcheck reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company’s discretion to determine what pay is provided to a candidate within the range associated with the role.

Equal Employment Opportunity Policy

Tapcheck, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.