Forward Deployed Engineer

Project info:

Our Enterprise Financial Platform enables mid-market and enterprise finance teams to run their books, accelerate quarterly closes, and put AI agents to work on live accounting operations. Forward Deployed Engineers (FDEs) report directly to Engineering, partner with Sales and Account Management on high-stakes deals and renewals, and own the last mile between core platform capabilities and production customer environments.

Responsibilities:

Pre-Sale: Proof-of-Value & Technical Evaluation

• Build working proofs-of-value directly inside (or against realistic replicas of) prospect data and systems-delivering real integrations and outputs rather than scripted demos.
• Partner with Account Executives from initial technical discovery with finance and IT teams to map chart of accounts, existing systems, and process gaps.
• Lead technical evaluations, including architecture, security/compliance reviews, integration feasibility, and RFP responses with controllership and IT leadership.
• Co-develop the technical ROI narrative with Sales and present directly to economic buyers (CFOs and Controllers).
• Identify technical and data-readiness risks early to guarantee accurate deal scoping and pricing.

Post-Sale: Production Architecture & Implementation

• Architect and deploy customer-specific AI Agent configurations to automate complex accounting processes, reinforce internal controls, and shorten close cycles.
• Perform deep technical troubleshooting: write and review Python, author SQL for integrations, and resolve system configuration issues.
• Serve as the technical escalation point for data flows, SQL-based validations, and API workflows; document issues comprehensively and escalate to Engineering under established SLAs.

Post-Sale: Client Transformation & Expansion

• Lead transformation engagements with enterprise finance teams, pinpointing operational bottlenecks and deploying high-leverage AI Agents.
• Serve as the primary technical point of contact across implementations for CFOs, Controllers, and finance leadership.
• Guide workflow redesign, change management, and value realization to scale adoption, carrying the proof-of-value discipline into expansions and renewals.
• Travel up to 30-40% to customer sites for pre-sale evaluations, on-site deployments, and training workshops.

Product Feedback & Practice Building

• Act as the Voice of the Customer: deliver structured feedback, integration requirements, and product gaps to Product and Core Engineering roadmaps.
• Collaborate with Product Management to turn field discovery insights into repeatable AI Agent workflows.
• Create reusable implementation guides, expansion frameworks, and operational playbooks.
• Educate internal teams and customers on durable AI Agent design and AI-driven workflow transformation.

Organizational Alignment

• Sales & Account Management: You are the technical face of the platform across both sides of the contract. While not carrying a quota, you de-risk the pipeline and drive technical alignment during initial sales, QBRs, renewals, and expansions.
• Core Engineering: You report to Engineering and deliver the last-mile integration layer on top of core platform releases (without duplicating or re-architecting the core product), funneling common field patterns back into product engineering.

Job requirements:

Required

• Experience: 5 to 10+ years in Forward Deployed Engineering, Solutions Engineering, Sales Engineering, technical consulting, or customer-embedded engineering roles.
• Agentic AI: Hands-on experience with LangChain, LangGraph, MCP servers, multi-agent frameworks, RAG, vector stores, and hybrid retrieval.
• LLMs & Tooling: Practical use of OpenAI, Gemini, Anthropic; prompt engineering; and developer tooling (GitHub Copilot, Gemini Code Assist).
• Integrations & Data: Deep expertise with REST APIs, GraphQL, webhooks, SQL, and enterprise data integrations.
• Lifecycle Breadth: Proven ability to build rapid proofs-of-value under deal pressure and maintain those systems reliably in customer production.
• Execution: Track record of managing concurrent technical deployments under tight delivery schedules and leading technical troubleshooting calls with customer IT.
• Communication: Ability to partner as a peer with Product/Engineering and translate ambiguity into clear technical requirements for both engineers and C-level executives.

Preferred

• Background in high-growth SaaS, applied AI, or fintech/ERP/accounting domains.
• Specialized domain expertise in at least one target vertical:
  • Construction: Job costing, WIP, retainage.
  • Nonprofit: Fund accounting, grant and donor compliance.
  • Manufacturing: Inventory, cost accounting, production workflows.
  • Wealth Management: Client billing, regulatory reporting, investment accounting.
  • Healthcare: Revenue cycle, compliance-heavy financial operations.
  • Franchise: Franchisor performance, franchisee governance.
  • Field Services: Job/work-order costing, schedule-linked billing.
• Prior experience embedded on-site at customer locations for multi-month deployments.
• Non-traditional backgrounds are welcomed (e.g., veterans, management consultants, competitive programmers, PhDs).