The Demo Engineer will deliver product demonstrations of a Workflow Automation AI SaaS platform to CPA firms, showcasing its features and benefits, collaborating with teams, and providing technical insights.
Position Overview:
We are seeking a skilled and enthusiastic Demo Engineer to join our team. The Demo Engineer will be responsible for delivering engaging and informative product demonstrations of our Workflow Automation AI SaaS platform to potential clients, especially within CPA firms, along with partners and internal teams. The ideal candidate will possess a strong technical background, excellent communication skills, and a passion for showcasing innovative solutions tailored to the needs of CPA firms.
Key Responsibilities:
- Conduct compelling product demonstrations tailored to the specific needs of CPA firms, showcasing how our platform optimizes workflows and improves compliance.
- Collaborate with sales, marketing, and product teams to understand the unique requirements of CPA firms and highlight relevant features.
- Prepare demo environments, configure software, and create custom use cases to demonstrate value propositions for accounting and CPA professionals.
- Provide technical insights and answer complex questions during demos.
- Gather feedback from demos to inform product improvements and customer needs.
- Develop demo scripts, presentation materials, and training content focused on CPA firm use cases.
- Stay up-to-date with the latest product features, industry trends, and competitive landscape within accounting and CPA sectors.
- Assist in onboarding and training sales teams on demo best practices, emphasizing CPA-specific solutions.
Qualifications:
- Bachelor’s degree in Computer Science, Accounting, Business, or a related field.
- Proven experience in product demonstration, technical sales, or pre-sales engineering.
- Strong understanding of SaaS platforms, workflow automation, and AI technologies.
- Deep understanding of CPA firms’ workflows, compliance requirements, and pain points.
- Excellent communication, presentation, and interpersonal skills.
- Ability to troubleshoot technical issues and demonstrate solutions effectively.
- Experience with CRM and demo scheduling tools is a plus.
- Self-motivated with excellent organizational skills
“We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, s ex, s exual orientation, gender identity, national origin, veteran or disability status.”
Top Skills
AI
CRM
SaaS
Workflow Automation
Similar Jobs
Aerospace • Information Technology • Cybersecurity • Defense • Manufacturing
The Software Security Engineer will automate security assessments, analyze security risks, and support compliance for open-source software in the enterprise.
Top Skills:
Automation ToolsCotsOpen SourceSoftware Composition Analysis
Aerospace • Information Technology • Cybersecurity • Defense • Manufacturing
The Software Engineer - DevSecOps will develop and maintain processes for CI/CD environments, automate software development activities, and enhance system security while collaborating with cross-functional teams.
Top Skills:
ArtifactoryAWSAzureBambooDockerGCPGradleJavaJenkinsKubernetesLdraLinuxMatlabMavenPythonSonarqubeWindows
Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Lead and enhance accounting operations, manage GL financial close processes, ensure compliance with U.S. GAAP, and mentor staff.
Top Skills:
Erp And Accounting SystemsIfrsSox ComplianceU.S. Gaap
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
