Concourse AI Deployment Strategist at Concourse builds and deploys AI agents for finance teams to optimize workflows and increase adoption. The role involves working directly with customers and engineering to scale AI impact in financial operations.
Responsibilities
We're hiring an AI Deployment Strategist to build and deploy AI agents for our customers, working alongside our CTO and forward deployed engineering team.
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 and engineers to work directly on deployments and learn how these systems work from the inside. You'll think strategically about what unlocks customer value, prioritize use cases, and build out agent workflows. 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 has a strong understanding of finance, problem solving, and thrives at the intersection of product, data, and customer outcomes.
Build agents for customers: Design, configure, and tune AI agent workflows against each customer's data, systems, and reporting conventions, and iterate these outputs with finance teams.
Optimize AI & Prompt Performance: Maintain prompt libraries, tune model configurations, and ensure high-quality outputs for finance use cases.
Identify and prioritize use cases: Sit with finance teams to map their recurring workflows, then judge which are highest-value, most repeatable, and best suited to an agent.
Run deployments with the forward deployed engineering team: Scope, build, and launch deployments, aligning on business goals and ensuring quick time-to-value.
Build Analytics & Insights: Create dashboards and analytics that reveal customer behavior, product usage patterns, and revenue expansion opportunities.
Inform GTM Strategy: Identify patterns across customers to refine positioning, messaging, onboarding playbooks, and expansion strategies.
Design 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.
Qualification
1-3 years in financeExperience vibe-codingProficient in SQLFamiliarity with BI tools (LookerExperience with finance systems (QBOThrives in fast-pacedExperience with LLMsWhy You Should Join Us
Required
1-3 years in finance, investment banking, consulting, FP&A, finance operations, or data and systems roles supporting finance teams
Deep understanding of financial statements, accounting principles, and how finance teams operate, and the workflows they perform
Experience vibe-coding, passionate about AI and finding opportunities to automate systems
Proficient in SQL, comfortable writing queries for analysis, building and testing eval sets, debugging issues, and working with customer data
Familiarity with BI tools (Looker, Tableau, PowerBI) and data warehouses (Snowflake, BigQuery, Postgres, etc.)
Experience with finance systems (QBO, Ramp, NetSuite, Intacct, Oracle, SAP, Salesforce, etc.) and relevant finance tasks that pull from these systems (preferred but not required)
Thrives in fast-paced, ambiguous environments and is able to self-direct, move quickly, and operate with high ownership in a startup setting
Experience with LLMs, prompt engineering, or tuning AI outputs for analytical or operational workflows (preferred but not required)
Why You Should Join Us
Joining Concourse is an incredible opportunity to get in at the ground level of a high-growth, category-defining AI company. Every person we hire meaningfully shapes the product, culture, and trajectory of the business, and we compensate accordingly with top-of-market salary and equity.
You’ll have a high degree of ownership from day one. We move fast, build aggressively, and operate with very little bureaucracy. You’ll work directly with the founders and founding team, ship impactful work weekly, and play a core role in scaling the company.
We’re in person 5 days a week in our new NYC HQ in Flatiron, where we collaborate tightly, iterate quickly, and build an environment that’s both high-energy and deeply focused. We believe the best work, and the fastest learnings, happen together.
