Forward Deployed Financial Engineer - Applied AI
A hands-on forward deployed engineer who leads AI transformation engagements for finance customers: running discovery, designing recommendations, and building/shipping LLM-powered agents, workflows, and applications on Datarails and Claude. Core stack: Python/TypeScript, SQL, REST APIs, and modern LLM tooling (agent frameworks, MCP, evals).
- Compensation
- $120K–$150K / yr
- Location
- United States
- Work setup
- Remote
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- Not specified
- Category
- Ai engineering
- Posted
Skills
Must have
- Good in front of the customer: run discovery with a finance team, explain tradeoffs, hold the room when the plan changes
- You ship: own a problem from first conversation through to a working solution the customer uses
- Built and shipped LLM-based systems for real users: agents, tool use, retrieval, prompt and context design, evaluation
- Understand and grow in the business domain to bridge AI solutions with what matters to the customer
- Deployment skills: APIs and integrations, a cloud environment, authentication
- Production experience in Python or TypeScript, with SQL and REST APIs
- Hands-on experience with modern LLM tooling: agent frameworks, Model Context Protocol, tool use, evals
- Impact obsessed: deliver measurable customer outcomes and market results forward
- Ability to translate ambiguous business challenges into clear technical recommendations
- Product-oriented mindset and system-level thinking, interest in solutions beyond a single customer use case
- Comfort working independently, managing projects, and taking ownership from discovery through delivery
- Ability to collaborate with Product, R&D, Customer Success, and cross-functional teams
- Curiosity, adaptability, willingness to experiment, learn quickly, solve problems creatively
Nice to have
- Forward deployed engineering, hands-on technical consulting, or early engineering roles with broad implementation responsibility
- Applied AI or ML engineering experience building AI features into a product
- Finance, accounting, FP&A, Excel-based workflows, or ERP/business system integrations experience
Full description
DescriptionCome build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we're building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand.
If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you!
This position is 100% remote, based anywhere in the United States. No sponsorship or relocation assistance is available.
About The Role
We are hiring for two focus areas on this team. This posting is for the Applied AI focus. If you are stronger in deployment, infrastructure and platform engineering, see the Platform focus posting for the same role.
As a Forward Deployed Financial Engineer, you will lead the discovery and delivery of Datarails' AI transformation engagements for existing customers.
After a customer completes implementation, you will work closely with their team to understand how they operate, identify where AI can create meaningful value, and determine what Datarails can build with them. You will develop a comprehensive recommendation and then take an active role in bringing that vision to life.
The solutions may include AI skills, routines, applications, agents, or workflows. This is a highly hands-on role for someone who enjoys working directly with customers, navigating ambiguity, and building practical solutions that solve real business problems.
In the Applied AI focus, you are the engineer who takes on the engagements where the AI itself is the hard part: agents that reason over financial data, systems that chain steps and check their own work, and applications that put those systems in front of a finance team. You set the bar for how the team builds and evaluates AI systems.
You will also serve as an important bridge between customers and our R&D and Product teams, helping translate customer needs into scalable capabilities and influencing the future of the Datarails platform.
What You’ll Do
- Help customers answer: What do we need, and how can we build it together?
- Lead discovery sessions with customers to understand their processes, challenges, goals, and AI transformation opportunities.
- Develop comprehensive recommendations and solution plans for customer AI transformation projects.