Forward Deployed Financial Engineer - Applied AI

Description Come 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.
• Design, build and ship customer-facing solutions, including AI agents, skills, routines, workflows and applications, on top of Datarails, Claude and the customer’s connected systems.
• Define how the solutions you build are tested and evaluated, so the team knows they work before a customer relies on them.
• Take ownership of projects from initial discovery and recommendation through development and delivery.
• Work directly with customers throughout the engagement, translating business requirements into practical technical solutions.
• Engage customers in change management, helping usher their teams into a more AI-native way of working.
• Build prototypes and products that address immediate customer needs while identifying opportunities for broader reuse.
• Partner closely with Datarails Customer Success, Product and R&D teams to troubleshoot challenges, communicate customer requirements, and influence product development.
• Identify recurring customer needs that could evolve into scalable platform capabilities.
• Clearly explain technical concepts, tradeoffs, and recommendations to both technical and non-technical stakeholders.
• Document solutions, learnings, and repeatable approaches that can improve future customer engagements.

What We’re Looking For Two things come first, whatever the focus:

• You are good in front of the customer. You can run discovery with a finance team, explain a tradeoff to a controller, and hold the room when the plan changes. Half of this job is that.
• You ship. You own a problem from the first conversation through to a working solution the customer actually uses.

Then three technical areas, weighted in this order for the Applied AI focus:

• Applied AI. You have built and shipped LLM-based systems for real users: agents, tool…