The Concourse Group
Applied AI Deployment Strategist
New York City
Sponsorship not specifiedDetected 251 days ago
SQLPostgreSQLBigQuerySnowflakeData VisualizationLLMsAgentic AISalesforceAccountingSAPFP&AHRISCollaborationMentoringNetSuite
About the role
- We're hiring an AI Deployment Specialist who blends deep finance expertise with strong product intuition and technical fluency.
- Your mission is to scale the impact of our AI agents across every finance team we serve.
- You'll work closely with our founders, engineering, and stay hands-on with SQL, integrations, and debugging, while thinking strategically about what unlocks customer value at scale.
Responsibilities
- Optimize AI & Prompt Performance: Maintain prompt libraries, tune model configurations, and ensure high-quality outputs for finance use cases.
- Build Analytics & Insights: Create dashboards and analytics that reveal customer behavior, product usage patterns, and revenue expansion opportunities.
- 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
- Translate Customer Needs Into Product Requirements: Partner closely with engineering to scope features, refine requirements, and shape product direction with clarity and precision.
- Architect Finance System Integrations: Work across ERPs, banks, CRMs, HRIS tools, and custom databases to design scalable agent capabilities and prompts
- Deep understanding of financial statements, accounting principles, and how finance teams operate, and the workflows they perform
- Excellent communicator who builds trust with C-level finance executives and translates feedback into product clarity
Requirements
- 2-6 years in consulting, strategic finance, FP&A, finance operations, or data and systems roles supporting finance teams
- 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
- You'll have a high degree of ownership from day one.
Nice to have
- Experience with LLMs, prompt engineering, or tuning AI outputs for analytical or operational workflows (preferred but not required)
- Experience improving onboarding, activation, or expansion processes for B2B SaaS or fintech products (preferred but not required)
Compensation
- 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.
Benefits
- Develop systems for segmentation, health scoring, expansion signals, and proactive account insights.
Company info
- Identify patterns across customers to refine positioning, messaging, onboarding playbooks, and expansion strategies.
- Your work will directly shape how we grow to thousands of customers and define how finance teams interact with AI & agents.
- Inform GTM Strategy: Identify patterns across customers to refine positioning, messaging, onboarding playbooks, and expansion strategies.
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