Forward Deployed Engineer
AI summary of the role
Forward Deployed Engineer at Concourse, an AI startup building agents for corporate finance teams.
What you’ll do
- Optimize AI & prompt performance for finance use cases
- Debug AI outputs, integration issues, and data inconsistencies using SQL and APIs
- Build dashboards and analytics to reveal customer behavior and expansion opportunities
- Design customer journeys and health frameworks to drive adoption and expansion
What you’ll bring
- 2-6 years in consulting, strategic finance, FP&A, finance operations, or data/systems roles supporting finance
- Deep understanding of financial statements and accounting principles
- Proficient in SQL
- Familiarity with BI tools and data warehouses (Looker, Tableau, PowerBI, Snowflake, BigQuery, Postgres)
Technologies
SQL · LLMs · prompt engineering · Looker · Tableau · PowerBI · Snowflake · BigQuery · Postgres · NetSuite · Salesforce
Source and classification
Customer adoption & accounts · Evidence for this classification:
to scale the impact of our AI agents across every finance team we serve. You’ll work directly with customers to understand their workflows, design product experiences that increase adoption, and build systems that ensure Concourse becomes core to their financial operations. You'll work closely with our founders, engineering, and stay hands-on with SQL, integrations, and debugging, while thinking strategically about what unlocks customer value at scale. Your work will directly shape how we grow to thousands of customers and define how finance teams interact with AI & agents. This is a high-impact role for someone who understands finance deeply, loves solving technical problems, and thrives at the intersection of product, data, and customer outcomes. Key Responsibilities Optimize AI & Prompt Performance: Maintain prompt libraries, tune model configurations, and ensure high-quality
More from the job description
About Concourse Concourse builds AI agents for corporate finance teams. We connect core enterprise data sources and deploy AI agents that can analyze the data through natural language, deliver insights in seconds, and enable our customers to make better decisions. Since launching less than a year ago, Concourse has grown extremely rapidly. Our AI agents are deployed across hundreds of high-growth companies, unicorn startups like Persona, Front, Lightmatter, and large public companies - including multiple Fortune 500 customers. Concourse is backed by Andreessen Horowitz, CRV, YC, Standard Capital, and 50+ angel investors from companies like OpenAI, Cursor, Vercel, Brex, Carta, Rippling, 1Password, Deel, Jeeves, and DoorDash. About the Role We’re hiring a Forward Deployed Engineer who blends deep finance expertise with strong product intuition and technical fluency. Your mission is to scale the impact of our AI agents across every finance team we serve. You’ll work directly with customers to understand their workflows, design product experiences that increase adoption, and build systems that ensure Concourse becomes core to their financial operations. You'll work closely with our founders, engineering, and stay hands-on with SQL, integrations, and debugging, while thinking strategically about what unlocks customer value at scale. Your work will directly shape how we grow t [... source excerpt omitted ...] t with AI & agents. This is a high-impact role for someone who understands finance deeply, loves solving technical problems, and thrives at the intersection of product, data, and customer outcomes. Key Responsibilities Optimize AI & Prompt Performance: Maintain prompt libraries, tune model configurations, and ensure high-quality outputs for finance use cases. Solve Technical & Data Problems: Debug AI outputs, integration issues, and data inconsistencies through hands-on SQL, API investigation, and collaboration with engineering. Build Analytics & Insights: Create dashboards and analytics that reveal customer behavior, product usage patterns, and revenue expansion opportuniti [... source excerpt omitted ...] gn High-Impact Customer Journeys: Optimize onboarding, training, and lifecycle experiences that help finance teams reach first value faster and become long-term power users Build Customer Health Frameworks: Develop systems for segmentation, health scoring, expansion signals, and proactive account insights. Translate Customer Needs Into Product Requirements: Partner closely with engineering to scope features, refine requirements, and shape product direction with clarity and precision. Architect Finance System Integrations: Work across ERPs, banks, CRMs, HRIS tools, and custom databases to design scalable agent capabilities and prompts About You 2-6 years in consulting, strate
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