Cassidy

Cassidy lets non-technical teams create AI assistants and multi-step automated workflows that use a company’s own data to complete tasks like support, sales enablement, RFP processing, and marketing…

AI AssistantsAI AutomationsBusiness ContextCustomer SupportData SecurityEnterprise AISales EnablementWorkflow Automationcassidyai.com

Cassidy

AI AssistantsAI AutomationsBusiness ContextCustomer SupportData SecurityEnterprise AISales EnablementWorkflow Automationcassidyai.com

HQNew York City, US

Team Size44

Open Jobs6

Total Funding$14M

Latest Fundraise10 months ago

TL;DR

Product: AI agents, workflows, and a continuously syncing knowledge base for enterprise automation

Customers: Deployed by mid-market and enterprise teams including Fortune 500 companies

Security & Compliance: Enterprise-grade security with SOC 2 Type II and GDPR (also lists HIPAA/CASA in some materials)

Funding: Raised seed ($3.7M) and a $10M Series A; total funding reported ~$13.65M

2023

Company Overview

Problem Domain

Automating knowledge-driven tasks (support, sales enablement, RFP processing, marketing operations) by providing context-aware agents and orchestrated workflows.

Founded

2023

Industry

Software Development

Tech Stack

GPT-4

Claude

Gemini

Integrations: Slack, Microsoft Teams, Salesforce, HubSpot, Notion, Google Drive, SharePoint, Intercom, Front

Common Crawl

Funding Track Record

Seed

3700000

Seed round announced as $3.7M

Series A

10000000

Series A reported at $10M with participation from The General Partnership, Neo, Alumni Ventures and others

Investor Signal

“Backed by institutional and angel investors including HOF Capital, The General Partnership, Neo, Alumni Ventures and others”

Join the Team

Solutions Architect

On-SiteNew York, US

On-Site • New York, US

About Cassidy

At Cassidy, we’re building software that helps teams move faster by automating complex, high-leverage workflows with AI. Our platform enables teams to deploy AI agents and automations inside business-critical processes — not just to eliminate busywork, but to handle real operational workflows across the tools they already use.

The Role

Solution Architects at Cassidy are trusted technical partners to our Account Executives and prospects. You’ll work directly with customers to understand their workflows, identify opportunities where Cassidy can drive real business impact, and bring those stories to life through thoughtful demos and solution design.

This is a classic pre-sales role: part product expert, part consultant, part storyteller. You’ll be instrumental in helping customers understand not just what Cassidy does, but why it matters for their team.

Startup jobs. A lot of them.

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Software Engineer

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Partner closely with Account Executives to support the full sales cycle, from discovery through close
Lead technical discovery to deeply understand customer workflows, requirements, and success criteria
Design and deliver compelling, outcome-driven demos tailored to each customer’s use cases
Build custom demo environments, configurations, or workflows that reflect real customer data and scenarios
Act as a trusted advisor, helping customers evaluate tradeoffs and design solutions that fit their needs
Support technical evaluations, pilots, and proof-of-concepts
Answer technical questions related to integrations, security, data flows, and architecture
Collaborate cross-functionally with Product, Engineering, and Customer Success to unblock deals and share customer feedback
Contribute demo assets, best practices, and enablement materials to improve the Sales Engineering team over time

3-8 years of relevant experience in a Sales Engineer, Solutions Engineer, or similar pre-sales role
Experience working in mid-market or enterprise SaaS sales cycle
Strong customer-facing skills — comfortable leading conversations with both technical and non-technical stakeholders
Ability to translate complex technical concepts into clear, business-oriented explanations
Experience working with modern SaaS products, APIs, integrations, or data-driven workflows
Familiarity with CRMs, automation platforms, or AI-powered products is a plus
Comfort building and delivering live demos that adapt to customer questions in real time
Strong written and verbal communication skills
A collaborative mindset and comfort working closely with cross-functional teams in person
Bias toward action and ownership in fast-moving environments

Cassidy

Cassidy

TL;DR

Company Overview

Problem Domain

Founded

Industry

Tech Stack

Funding Track Record

Investor Signal

Founders

What we do

Join the Team

Solutions Architect

Startup jobs. A lot of them.

Data Scientist

AI Researcher

DevOps Engineer

DevOps Engineer

Software Engineer

Software Engineer

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