Glean Technologies, Inc.
Industry Principal, Financial Services & Insurance
Glean Technologies, Inc., San Francisco, California, United States, 94199
Industry Principal, Financial Services & Insurance
About Glean:
Glean is the Work AI platform that helps everyone work smarter with AI. What began as the industry’s most advanced enterprise search has evolved into a full‑scale Work AI ecosystem, powering intelligent Search, an AI Assistant, and scalable AI agents on one secure, open platform. With over 100 enterprise SaaS connectors, flexible LLM choice, and robust APIs, Glean gives organizations the infrastructure to govern, scale, and customize AI across their entire business—without vendor lock‑in or costly implementation cycles.
Recognized by Fast Company, CNBC, Bloomberg, Forbes and Gartner, Glean helps the world’s largest enterprises become AI‑fluent and realize measurable business impact through faster onboarding, increased productivity, and smarter, safer decisions.
About the Role Reporting line: VP of Solutions Engineering
We are hiring an Industry Principal to lead our Financial Services & Insurance (FSI) strategy and execution across the field. You will serve as the domain voice for banking, capital markets, and insurance—driving revenue impact externally with customers and partners while elevating internal enablement, solutions, and product feedback loops. You’ll bring domain credibility, executive presence, and hands‑on AI/SaaS experience to shape value narratives, accelerate deals, and guide product‑solution fit for FSI.
Responsibilities
Act as the senior domain advisor across pre‑ and post‑sales, translating FSI business priorities into concrete Work AI solutions and outcomes.
Lead C‑suite conversations (CIO/CTO/CRO/COO/CMO/Chief Data/AI Officers) and industry analysts; build executive relationships that advance multi‑threaded, value‑based sales cycles.
Craft and deliver industry value narratives, ROI frameworks, and reference architectures for banking, capital markets, and insurance; enable the field with repeatable industry plays and proof packages.
Drive external visibility through industry thought leadership—publish articles/whitepapers, present at conferences, and co‑create content with customers and partners.
Partner with Sales, Solutions Engineering, Product, and Marketing to inform roadmap and packaging for FSI use cases, including agentic workflows, underwriting/suitability knowledge, advisor/seller productivity, and risk and regulatory knowledge management.
Systematically capture field insights to strengthen product‑market fit; articulate solution requirements back to Product and Engineering.
Build and mentor an extended, virtual tiger team across SE, PMM, Partners, and CS to execute the industry plan and achieve pipeline, win‑rate, and expansion goals.
Contribute to analyst engagement and competitive positioning to shape the category narrative.
Qualifications
10+ years in Financial Services and/or Insurance, ideally inside a top bank/insurer or at a leading consulting/technology firm focused on FSI transformation.
Credible executive communicator with a track record engaging C‑suite and board‑level stakeholders; strong point of view on where AI drives measurable value in FSI.
Hands‑on familiarity with enterprise AI/LLMs, SaaS, data governance, and security in regulated environments; able to balance innovation with model risk, compliance, and privacy needs.
Proven ability to create industry content (presentations, whitepapers, blogs) and enable field teams with value messaging and plays.
Comfortable operating in a high‑growth environment; strong bias to action, collaboration, and measurable outcomes.
Location Remote. Preferred locations: Palo Alto, San Francisco, Nashville, or New York City. Travel: 25%‑40%.
Compensation & Benefits Base salary: $240,000 – $300,000 annually. Compensation will be determined by location, level, and experience. Certain roles may be eligible for variable compensation, equity, and benefits.
Benefits include competitive medical, vision, and dental coverage, a generous time‑off policy, a 401(k) plan with company match, a home office improvement stipend, and annual education and wellness stipends. We foster a vibrant culture through regular events and provide healthy lunches daily.
Equal Employment Opportunity We are a diverse bunch of people and we want to continue to attract and retain a diverse range of people into our organization. We are committed to an inclusive and diverse company. We do not discriminate based on gender, ethnicity, sexual orientation, religion, civil or family status, age, disability, or race.
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Glean is the Work AI platform that helps everyone work smarter with AI. What began as the industry’s most advanced enterprise search has evolved into a full‑scale Work AI ecosystem, powering intelligent Search, an AI Assistant, and scalable AI agents on one secure, open platform. With over 100 enterprise SaaS connectors, flexible LLM choice, and robust APIs, Glean gives organizations the infrastructure to govern, scale, and customize AI across their entire business—without vendor lock‑in or costly implementation cycles.
Recognized by Fast Company, CNBC, Bloomberg, Forbes and Gartner, Glean helps the world’s largest enterprises become AI‑fluent and realize measurable business impact through faster onboarding, increased productivity, and smarter, safer decisions.
About the Role Reporting line: VP of Solutions Engineering
We are hiring an Industry Principal to lead our Financial Services & Insurance (FSI) strategy and execution across the field. You will serve as the domain voice for banking, capital markets, and insurance—driving revenue impact externally with customers and partners while elevating internal enablement, solutions, and product feedback loops. You’ll bring domain credibility, executive presence, and hands‑on AI/SaaS experience to shape value narratives, accelerate deals, and guide product‑solution fit for FSI.
Responsibilities
Act as the senior domain advisor across pre‑ and post‑sales, translating FSI business priorities into concrete Work AI solutions and outcomes.
Lead C‑suite conversations (CIO/CTO/CRO/COO/CMO/Chief Data/AI Officers) and industry analysts; build executive relationships that advance multi‑threaded, value‑based sales cycles.
Craft and deliver industry value narratives, ROI frameworks, and reference architectures for banking, capital markets, and insurance; enable the field with repeatable industry plays and proof packages.
Drive external visibility through industry thought leadership—publish articles/whitepapers, present at conferences, and co‑create content with customers and partners.
Partner with Sales, Solutions Engineering, Product, and Marketing to inform roadmap and packaging for FSI use cases, including agentic workflows, underwriting/suitability knowledge, advisor/seller productivity, and risk and regulatory knowledge management.
Systematically capture field insights to strengthen product‑market fit; articulate solution requirements back to Product and Engineering.
Build and mentor an extended, virtual tiger team across SE, PMM, Partners, and CS to execute the industry plan and achieve pipeline, win‑rate, and expansion goals.
Contribute to analyst engagement and competitive positioning to shape the category narrative.
Qualifications
10+ years in Financial Services and/or Insurance, ideally inside a top bank/insurer or at a leading consulting/technology firm focused on FSI transformation.
Credible executive communicator with a track record engaging C‑suite and board‑level stakeholders; strong point of view on where AI drives measurable value in FSI.
Hands‑on familiarity with enterprise AI/LLMs, SaaS, data governance, and security in regulated environments; able to balance innovation with model risk, compliance, and privacy needs.
Proven ability to create industry content (presentations, whitepapers, blogs) and enable field teams with value messaging and plays.
Comfortable operating in a high‑growth environment; strong bias to action, collaboration, and measurable outcomes.
Location Remote. Preferred locations: Palo Alto, San Francisco, Nashville, or New York City. Travel: 25%‑40%.
Compensation & Benefits Base salary: $240,000 – $300,000 annually. Compensation will be determined by location, level, and experience. Certain roles may be eligible for variable compensation, equity, and benefits.
Benefits include competitive medical, vision, and dental coverage, a generous time‑off policy, a 401(k) plan with company match, a home office improvement stipend, and annual education and wellness stipends. We foster a vibrant culture through regular events and provide healthy lunches daily.
Equal Employment Opportunity We are a diverse bunch of people and we want to continue to attract and retain a diverse range of people into our organization. We are committed to an inclusive and diverse company. We do not discriminate based on gender, ethnicity, sexual orientation, religion, civil or family status, age, disability, or race.
#J-18808-Ljbffr