Applied AI Deployment Strategist
About the role
Role focused on owning the customer activation, expansion, and relationships for Concourse's AI agent platform in finance. Combines strategic product thinking with hands-on technical execution, acting as the first non-engineering hire to drive activation, adoption, retention, and growth for finance teams.
Responsibilities
- Own the customer growth product roadmap - from onboarding flows to advanced analytics features
- Design and optimize the customer journey to drive faster activation and deeper product adoption
- Build scalable frameworks for customer segmentation, health scoring, and expansion opportunities
- Partner closely with engineering to prioritize features that drive measurable growth outcomes
- Debug and resolve complex AI outputs (Python, SQL, and more), data integration issues, and system connectivity problems
- Architect solutions for ERPs, banks, CRMs, HRIS systems, and custom database integrations
- Build and maintain sophisticated prompt libraries and AI model configurations for finance use cases
- Collaborate with engineering teams to optimize query performance and data pipeline reliability
- Develop advanced analytics to understand customer behavior, usage patterns, and expansion signals
- Build predictive models to identify at-risk accounts and high-potential growth opportunities
- Create comprehensive reporting dashboards for customer health, feature adoption, and revenue metrics
- Conduct deep-dive analyses to inform product strategy and customer success tactics
Qualifications
- 2-6 years in consulting, strategic finance, FP&A, finance operations, or data and systems roles supporting finance teams
- Expert-level understanding of financial statements, accounting, and finance operations
- Extensive experience with enterprise finance systems (NetSuite, Sage Intacct, Oracle, SAP, Salesforce, etc.)
- Track record of optimizing finance workflows and implementing system improvements
- Highly proficient in SQL - can write complex queries, optimize performance, and debug integration issues
- Strong experience with Python, R, or similar for data analysis and automation
- Proven collaboration with data engineering and analytics teams on large-scale projects
- Familiarity with business intelligence tools (Tableau, Looker, PowerBI), data warehouses (Snowflake, BigQuery, Postgres) and data modeling
- Strong analytical framework for measuring and optimizing success metrics
- Ability to translate customer feedback into product requirements and feature prioritization
- Track record of building 0-1 processes and scaling them efficiently
- Entrepreneurial mindset with the ability to operate autonomously in ambiguous environments
- Exceptional communication skills and ability to build relationships with C-level finance executives
- Understanding of SaaS growth metrics, cohort analysis, and customer lifecycle management
Skills
Benefits
- Top-of-the-market compensation in both cash and equity
- Continuous Learning opportunities
- Ownership & High Impact as an early team member with playbook-building for AI adoption in enterprise finance
About Concourse
AI Agents for corporate finance teams
Concourse is building AI agents for corporate finance teams. Concourse works alongside finances teams to assist in day-to-day operations by taking on the most manual and time consuming work. Core to the platform is an AI analyst tailor-built for finance teams that is available at any hour of the day, accessible via natural language, and built with full connectivity to a company’s existing financial systems. Concourse enables team members to more effectively retrieve and analyze data, generate charts and reports, and answer ad-hoc questions.
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