Forward Deployed Engineer (Finance)

Concourse

Forward Deployed Engineer (Finance)

New York, NY

Concourse is building AI agents for corporate finance teams. We have been building at the intersection of finance and AI for the last 2 years and have grown significantly since our launch a few months ago. Concourse customers now include public companies as well as high-growth startups from Persona, Instabase, Lightmatter, and more. Concourse is backed by top-tier Silicon Valley Investors Andreessen Horowitz, CRV, Box Group, YC.

As growth continues to accelerate, we're seeking an exceptional Forward Deployed Engineer to own customer activation, expansion, and relationships in the finance domain. This role combines strategic product thinking with hands-on technical execution and is our first non-engineering role at Concourse.

The Role

This is a high-impact product role where you'll own the entire customer growth engine for finance teams. You'll be the architect of customer success, combining deep finance domain expertise with analytical rigor to drive activation, expansion, and retention. You'll work directly with our founders, engineering team, and work on solving complex technical problems that directly impact our customers and drive their success.

This role is designed for systems and business analysts that are looking to move their career forward and into customer-facing and AI first responsibilities. You will be in the trenches with customers, debugging AI outputs and prompts, architecting data solutions, and building the frameworks that turn finance teams into power users of AI. You will use this knowledge to help inform the product roadmap and work with the entire team to continue creating customer success. We’re looking for folks who have worked with/on strategic finance teams and data teams and who want to own large relationships and parts of our product. It’s one of the most important jobs we’ve started to hire to date.

Key Responsibilities

Product Strategy & Execution

Own the customer growth product roadmap - from onboarding flows to advanced analytics features

Design and optimize the customer journey to drive faster activation and deeper product adoption

Build scalable frameworks for customer segmentation, health scoring, and expansion opportunities

Partner closely with engineering to prioritize features that drive measurable growth outcomes

Technical Problem Solving & Data Science

Debug and resolve complex AI outputs (Python, SQL, and more), data integration issues, and system connectivity problems

Architect solutions for ERPs, banks, CRMs, HRIS systems, and custom database integrations

Build and maintain sophisticated prompt libraries and AI model configurations for finance use cases

Collaborate with engineering teams to optimize query performance and data pipeline reliability

Customer Relationships & Growth

Develop advanced analytics to understand customer behavior, usage patterns, and expansion signals

Build predictive models to identify at-risk accounts and high-potential growth opportunities

Create comprehensive reporting dashboards for customer health, feature adoption, and revenue metrics

Conduct deep-dive analyses to inform product strategy and customer success tactics

About You

Finance Domain Mastery

2-6 years in consulting, strategic finance, FP&A, finance operations, or data and systems roles supporting finance teams

Expert-level understanding of financial statements, accounting, and finance operations

Extensive experience with enterprise finance systems (NetSuite, Sage Intacct, Oracle, SAP, Salesforce, etc.)

Track record of optimizing finance workflows and implementing system improvements

Advanced Technical & Analytical Skills

Highly proficient in SQL - can write complex queries, optimize performance, and debug integration issues

Strong experience with Python, R, or similar for data analysis and automation

Proven collaboration with data engineering and analytics teams on large-scale projects

Familiarity with business intelligence tools (Tableau, Looker, PowerBI), data warehouses (Snowflake, BigQuery, Postgres) and data modeling

Product & Growth Startup Mindset

Strong analytical framework for measuring and optimizing success metrics

Ability to translate customer feedback into product requirements and feature prioritization

Track record of building 0-1 processes and scaling them efficiently

Entrepreneurial mindset with the ability to operate autonomously in ambiguous environments

Exceptional communication skills and ability to build relationships with C-level finance executives

Understanding of SaaS growth metrics, cohort analysis, and customer lifecycle management

Bonus Points

• Experience at fintech, data infrastructure, or enterprise companies

• Experience building or significantly improving customer onboarding, activation, or expansion processes

• Worked directly with data science/engineering teams on customer-facing analytics

• Experience with prompt engineering, LLMs, or AI/ML model optimization

What we offer

• Top-of-the-market compensation. We offer top-of-the-market compensation in both cash and equity. We want to stay lean and mean with a world class team and will compensate as such.

• Continuous Learning. Every day will be a new opportunity to learn and expand your skill set. We are focused on increasing the pace of learning for everyone at the company. If you are continuously curious and focused on improving your skills & domain expertise at work, Concourse will be a great fit for you.

• Ownership & High Impact. As an early team member, we will look to you to directly own parts of the product, customer base, and culture of the company. You will have the opportunity to build the playbook for AI adoption in enterprise finance.

• Ready to architect the future of finance & AI? Let's talk.