3 hours ago
Responsibilities
- Design, configure, tune, and iterate AI agent workflows against customer data, systems, and reporting conventions.
- Maintain prompt libraries, tune model configurations, and improve AI output quality for finance use cases.
- Map finance-team workflows and prioritize high-value, repeatable use cases for agent automation.
- Scope, build, and launch customer deployments with the forward deployed engineering team.
- Create dashboards and analytics showing customer behavior, product usage, and revenue expansion opportunities.
- Identify customer patterns to improve positioning, messaging, onboarding playbooks, and expansion strategies.
- Optimize onboarding, training, and lifecycle experiences to increase adoption and time-to-value.
- Develop customer segmentation, health scoring, expansion-signal, and proactive account-insight systems.
- Design scalable agent capabilities and prompts across ERPs, banks, CRMs, HRIS tools, and custom databases.
Requirements
- 1–3 years of experience in finance, investment banking, consulting, FP&A, finance operations, or data and systems roles supporting finance teams.
- Deep understanding of financial statements, accounting principles, finance-team operations, and recurring finance workflows.
- Experience with vibe-coding and a strong interest in AI and automating systems.
- Proficiency in SQL, including writing analytical queries, building and testing evaluation sets, debugging issues, and working with customer data.
- Familiarity with BI tools such as Looker, Tableau, or PowerBI and data warehouses such as Snowflake, BigQuery, or Postgres.
- Preferred experience with finance systems including QBO, Ramp, NetSuite, Intacct, Oracle, SAP, or Salesforce.
- Preferred experience with LLMs, prompt engineering, or tuning AI outputs for analytical or operational workflows.
- Ability to self-direct, move quickly, and take ownership in a fast-paced startup environment.
Benefits
- Top-of-market salary and equity are provided, though no specific compensation figures are stated.
- In-person work five days per week at the NYC headquarters in Flatiron.
- Direct mentorship and opportunities to develop skills across engineering, AI, and go-to-market work.
- High ownership, direct access to founders, and opportunities to make significant product and company impact.
Tech Stack
Categories
Forward DeployedSolutions Engineering
About Concourse
Concourse is AI agent platform for finance. Concourse accelerates the AI transformation of finance teams at Palo Alto Networks, Front, Carrot, Tecovas, Persona, Coalesce, Curbwaste, Descript, Lightmatter, Curbwaste, Deck, and hundreds more. Concourse is backed by Standard Capital, a16z, CRV, and YC.