Forward Deployed Financial Engineer - Applied AI
Datarails · United States
About this role
**Forward Deployed Financial Engineer (Applied AI) — Datarails** **About Datarails** Come build the future of finance with Datarails. We’re a global, AI-powered FinanceOS company helping finance teams transform how they work—combining intelligent automation, AI, and seamless integrations to help organizations make faster, smarter decisions with confidence. **Role Overview** This is a **100% remote** role based anywhere in the **United States** (no sponsorship or relocation assistance). As a **Forward Deployed Financial Engineer**, you’ll lead the discovery and delivery of Datarails’ AI transformation engagements for existing customers. After implementation, you’ll work closely with customer teams to understand their operations, identify where AI can create meaningful value, and develop recommendations—then actively bring that vision to life. **Applied AI Focus** This posting is for the **Applied AI** focus. You’ll take on engagements where **the AI itself is the hard part**—building agents that reason over financial data, systems that chain steps and check their own work, and applications that put those systems in front of finance teams. You’ll help set the bar for how the team builds and evaluates AI systems. You’ll also act as a bridge between customers and Datarails **R&D** and **Product** teams—translating customer needs into scalable capabilities and influencing the future of the platform. --- **What You’ll Do** - Help customers answer: **“What do we need, and how can we build it together?”** - Lead discovery sessions to understand processes, challenges, goals, and AI transformation opportunities - Develop comprehensive recommendations and solution plans for customer AI transformation projects - Design, build, and ship customer-facing solutions (AI agents, skills, routines, workflows, and applications) on top of Datarails, Claude, and connected customer systems - Define how solutions are tested and evaluated so they work before customers rely on them - Own projects end-to-end—from initial discovery and recommendation through development and delivery - Work directly with customers throughout the engagement, translating business requirements into practical technical solutions - Support change management to help teams adopt a more AI-native way of working - Build prototypes and products that address immediate needs while identifying opportunities for broader reuse - Partner with Customer Success, Product, and R&D to troubleshoot, communicate requirements, and influence product development - Identify recurring customer needs that could evolve into scalable platform capabilities - Clearly explain technical concepts, tradeoffs, and recommendations to technical and non-technical stakeholders - Document solutions, learnings, and repeatable approaches to improve future engagements --- **What We’re Looking For** **First (non-negotiables):** - **Customer-facing strength:** run discovery with finance teams, explain tradeoffs to stakeholders, and lead through changing plans - **You ship:** you own a problem from the first conversation through to a working solution the customer actually uses **Then (Applied AI technical areas, in order):** 1. **Applied AI:** shipped LLM-based systems for real users (agents, tool use, retrieval, prompt/context design, evaluation). You know where systems break and how to make them dependable. 2. **Marry business value with the AI use case:** grow your finance/business domain understanding to bridge AI so
Listing freshness
CronJobs last confirmed this listing 2h ago. If its source stops confirming the opening for seven days, this page is removed from active inventory.