AI Deployment Strategist

The role

The AI Deployment Strategist will build and deploy AI agents for customers. You will work with the CTO and engineering team to design product experiences, map finance workflows, and scale agent impact.

What you will do

• Design, configure, and tune AI agent workflows against customer data and systems
• Maintain prompt libraries and tune model configurations
• Map recurring workflows for finance teams and prioritize use cases
• Scope, build, and launch deployments with the engineering team
• Create dashboards and analytics for customer behavior and product usage
• Identify patterns to refine positioning, messaging, and expansion strategies
• Optimize onboarding, training, and lifecycle experiences
• Develop systems for segmentation, health scoring, and expansion signals
• Design scalable agent capabilities and prompts across various finance systems

Required qualifications

• 1-3 years in finance, investment banking, consulting, FP&A, finance operations, or data and systems roles supporting finance teams
• Deep understanding of financial statements, accounting principles, and finance team workflows
• Experience vibe-coding
• Proficient in SQL
• Familiarity with BI tools (Looker, Tableau, PowerBI) and data warehouses (Snowflake, BigQuery, Postgres, etc.)
• Thrives in fast-paced, ambiguous environments and is able to self-direct, move quickly, and operate with high ownership in a startup setting

Nice to have

• Experience with finance systems (QBO, Ramp, NetSuite, Intacct, Oracle, SAP, Salesforce, etc.)
• Experience with LLMs, prompt engineering, or tuning AI outputs for analytical or operational workflows

Benefits

• Top-of-market salary
• Equity
• Direct mentorship
• Opportunities to stretch into new skills across engineering, AI, and GTM

About the company

Concourse builds AI agents for corporate finance teams. The company is backed by Andreessen Horowitz, CRV, YC, Standard Capital, and 50+ angel investors.