Industry Principal, Financial Services & Insurance

Glean

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profile Job Location:

San Francisco, CA - USA

profile Yearly Salary: $ 240000 - 300000
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

About Glean:

Founded in 2019 Glean is an innovative AI-powered knowledge management platform designed to help organizations quickly find organize and share information across their teams. By integrating seamlessly with tools like Google Drive Slack and Microsoft Teams Glean ensures employees can access the right knowledge at the right time boosting productivity and collaboration. The companys cutting-edge AI technology simplifies knowledge discovery making it faster and more efficient for teams to leverage their collective intelligence.

Glean was born from Founder & CEO Arvind Jains deep understanding of the challenges employees face in finding and understanding information at work. Seeing firsthand how fragmented knowledge and sprawling SaaS tools made it difficult to stay productive he set out to build a better way - an AI-powered enterprise search platform that helps people quickly and intuitively access the information they need. Since then Glean has evolved into the leading Work AI platform combining enterprise-grade search an AI assistant and powerful application- and agent-building capabilities to fundamentally redefine how employees work.

About the Role

Reporting line: This role reports to the VP of Solutions Engineering.

Were hiring an Industry Principal to lead our Financial Services & Insurance (FSI) strategy and execution across the field. Youll serve as the domain voice for banking capital markets and insurance driving revenue impact externally with customers and partners while elevating our internal enablement solutions and product feedback loops. You bring a mix of domain credibility executive presence and handson AI/SaaS experience to shape value narratives accelerate deals and guide productsolution fit for FSI. Drawing on best practices from top AI companies youll create industry value narratives engage Csuite stakeholders and develop thought leadership content that advances our category position.

You Will:

  • Be the senior domain advisor across pre and postsales translating FSI business priorities (e.g. operational efficiency risk and compliance productivity customer experience) into concrete Work AI solutions and outcomes.
  • Lead Csuite conversations (CIO/CTO/CRO/COO/CMO/Chief Data/AI Officers) and industry analysts; build executive relationships that advance multithreaded valuebased 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 cocreate content with customers and partners.
  • Partner with Sales Solutions Engineering Product and Marketing to inform roadmap and packaging for FSI use cases (e.g. agentic workflows for servicing underwriting/suitability knowledge advisor/seller productivity risk and regulatory knowledge management).
  • Systematically capture field insights to strengthen productmarket fit; articulate solution requirements back to Product and Engineering.
  • Build and mentor an extended virtual tiger team around FSIacross SE PMM Partners and CSto execute the industry plan and achieve pipeline winrate and expansion goals.
  • Contribute to analyst engagement and competitive positioning to shape the category narrative.

About You

  • 10 years in Financial Services and/or Insurance ideally with time spent inside a top bank/insurer or at a leading consulting/technology firm focused on FSI transformation.
  • Credible executive communicator with a track record engaging Csuite and boardlevel stakeholders; strong pointofview on where AI drives measurable value in FSI.
  • Handson 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 to enable field teams with value messaging and plays.
  • Comfortable operating in a highgrowth environment; strong bias to action collaboration and measurable outcomes.
Location:
  • This role is remote
  • Preferred locations in Palo Alto San Francisco Nashville or New York City
  • Travel 25% - 40%
Compensation & Benefits:
The standard base salary range for this position is $240000.00 - $300000.00 annually. Compensation offered will be determined by factors such as location level job-related knowledge skills and experience. Certain roles may be eligible for variable compensation equity and benefits.
We offer a comprehensive benefits package including competitive compensation Medical Vision and Dental coverage generous time-off policy and the opportunity to contribute to your 401k plan to support your long-term goals. When you join youll receive a home office improvement stipend as well as an annual education and wellness stipends to support your growth and wellbeing. We foster a vibrant company culture through regular events and provide healthy lunches daily to keep you fueled and focused.
We are a diverse bunch of people and we want to continue to attract and retain a diverse range of people into our organization. Were 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.
About Glean:Founded in 2019 Glean is an innovative AI-powered knowledge management platform designed to help organizations quickly find organize and share information across their teams. By integrating seamlessly with tools like Google Drive Slack and Microsoft Teams Glean ensures employees can acce...
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