Forward Deployed Engineer
New York City • FullTime
Posted 11mo ago
Job Location
New York City
Tech Stack
Remote Work Policy
On-site
Employment Type
FullTime
Categories
Applied AI Engineer
About the job
Concourse is seeking a Forward Deployed Engineer to join their team and scale the impact of their AI agents across corporate finance departments. This role requires a blend of deep finance expertise, strong product intuition, and technical fluency. You will work directly with customers to understand their workflows, design product experiences to increase adoption, and build systems that integrate Concourse into their financial operations. This is a high-impact position where you will collaborate closely with founders and the engineering team, staying hands-on with SQL, integrations, and debugging, while also thinking strategically about customer value at scale. Your contributions will directly influence the company's growth and how finance teams interact with AI and agents.
Responsibilities
- Optimize AI and prompt performance by maintaining prompt libraries, tuning model configurations, and ensuring high-quality outputs for finance use cases.
- Solve technical and data problems by debugging AI outputs, integration issues, and data inconsistencies using SQL, API investigation, and collaboration with engineering.
- Build analytics and insights dashboards to reveal customer behavior, product usage patterns, and revenue expansion opportunities.
- Inform go-to-market strategy by identifying patterns across customers to refine positioning, messaging, onboarding playbooks, and expansion strategies.
- Design high-impact customer journeys to optimize onboarding, training, and lifecycle experiences for faster value realization and long-term user engagement.
- Build customer health frameworks for segmentation, health scoring, expansion signals, and proactive account insights.
- Translate customer needs into product requirements, partnering with engineering to scope features and shape product direction.
- Architect finance system integrations across ERPs, banks, CRMs, HRIS tools, and custom databases to design scalable agent capabilities and prompts.
Requirements
- 2-6 years in consulting, strategic finance, FP&A, finance operations, or data and systems roles supporting finance teams.
- Deep understanding of financial statements, accounting principles, and finance team workflows.
- Proficient in SQL for analysis, debugging, and working with customer data.
- Familiarity with BI tools (e.g., Looker, Tableau, PowerBI) and data warehouses (e.g., Snowflake, BigQuery, Postgres).
- Excellent communication skills to build trust with C-level finance executives and translate feedback into product clarity.
- Experience with finance systems (e.g., QBO, Ramp, NetSuite, Intacct, Oracle, SAP, Salesforce) and relevant finance tasks.
- Ability to thrive in fast-paced, ambiguous environments with a high degree of ownership and self-direction.
- Experience with LLMs, prompt engineering, or tuning AI outputs for analytical or operational workflows (preferred).
- Experience improving onboarding, activation, or expansion processes for B2B SaaS or fintech products (preferred).
Benefits
- Top-of-market salary
- Equity
- Direct mentorship
- Opportunities to stretch into new skills across engineering, AI, and GTM