About Sherpas

Financial advice is stuck in 1995. Advisors spend hours building static plans in clunky software, then watch them go stale the moment markets move or a client's life changes.

We're building AI coworkers that do the work advisors shouldn't have to do. Our digital coworkers generate financial planning metrics in real-time, handle client communication, and keep plans current, so advisors can focus on actual advice, not data entry.

This isn't automation. It's a fundamental shift in how wealth management operates: from advisors as operators to advisors as strategic partners, backed by AI that never stops working.

Now, we are looking for AI Senior Engineers who thrive on tackling complexity, pushing boundaries, and creating technology with real societal impact.

The Role

This is a true deal-owner role. You will source, advance, and close complex opportunities across RIAs, advisor networks, private banks, credit unions, and other financial institutions.

Our sales motion is prescriptive and disciplined. We move quickly through complex buying environments while maintaining the trust required in regulated markets.

If you perform best with structure, clear expectations, and meaningful deal ownership, you’ll thrive here.

What You'll Own

• Full deal lifecycle: from first conversation to signed agreement to enterprise expansion

• Enterprise opportunities across key U.S. financial segments

• Discovery, demos, deal strategy, commercial structuring, and close

• Coordination with leadership, product, and delivery teams

• Momentum across multi-stakeholder buying environments

• Long-term relationships that support expansion

This role is about closing meaningful ARR, not managing activity.

You're Likely a Fit If You

• Have sold B2B solutions end-to-end and closed complex deals

• Are comfortable owning revenue outcomes

• Perform best inside a structured, process-driven motion

• Know how to sell into regulated or high-trust environments

• Want direct access to leadership and real influence

• Are motivated by building something, not just maintaining a book

  
  

Not a Fit If You

• Prefer loose or unstructured sales environments

• Want to support deals rather than own them

• Optimize for activity over closed revenue

• Avoid complex buying groups

• Want autonomy without accountability

What This Role Offers

• Competitive base + meaningful variable tied to closed ARR

• A product already live in the market with enterprise traction

• Direct access to founders

• Real influence on the enterprise playbook

• Clear growth path as the U.S. sales org scales

• Early hires will have the opportunity to take on vertical ownership and leadership as we grow.

Traits We Value

• High agency

• Detail-oriented

• Builder mindset

• Comfortable with pushback

• Intellectually honest

• Resilient in early-stage environments