AI Deployment Specialist (Finance)
About Concourse
Concourse builds AI agents for corporate finance teams.
We connect core enterprise data sources and deploy AI agents that can analyze the data through natural language, deliver insights in seconds, and enable our customers to make better decisions. Since launching less than a year ago, Concourse has grown extremely rapidly. Our AI agents are deployed across hundreds of high-growth companies, unicorn startups like Persona, Front, Lightmatter, and large public companies - including 2 Fortune 500 customers.
Concourse is backed by Andreessen Horowitz, CRV, YC, BoxGroup, and 50+ angel investors from companies like Brex, Rippling, Flywire, Deel, Jeeves, and DoorDash.
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 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, engineering, and stay hands-on with SQL, integrations, and debugging, while thinking strategically about what unlocks customer value at scale. 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 understands finance deeply, loves solving technical problems, and thrives at the intersection of product, data, and customer outcomes.
Key Responsibilities
Optimize AI & Prompt Performance: Maintain prompt libraries, tune model configurations, and ensure high-quality outputs for finance use cases.
Solve Technical & Data Problems: Debug AI outputs, integration issues, and data inconsistencies through hands-on SQL, API investigation, and collaboration with engineering.
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.
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
About You
3+ years in strategic finance, 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
Proficient in SQL, comfortable writing queries for analysis, debugging issues, and working with customer data
Familiarity with BI tools (Looker, Tableau, PowerBI) and data warehouses (Snowflake, BigQuery, Postgres, etc.)
Excellent communicator who builds trust with C-level finance executives and translates feedback into product clarity
Experience with finance systems (QBO, Ramp, NetSuite, Intacct, Oracle, SAP, Salesforce, etc.) and relevant finance tasks that pull from these systems
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)
Experience improving onboarding, activation, or expansion processes for B2B SaaS or fintech products (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.
We care about your growth. You’ll get direct mentorship, opportunities to stretch into new skills across engineering, AI, and GTM, and the support of a team that wants you to succeed. This is a place to accelerate your career, build your brand, and make an outsized impact.