Forward Deployment Strategist (AI)

Location: San Mateo, United States; on-site

Company

Agentic AI platform for enterprise accounting, built to support SOX-compliant, real-time financial close processes.

What you will do

• Lead the technical and operational delivery of multiple enterprise implementations.
• Translate accounting workflows and customer goals into implementation plans with Product and Engineering.
• Manage deployment timelines, dependencies, milestones, and technical resources.
• Create standardized frameworks, tools, and templates for repeatable deployments across customers and industries.
• Support Sales with pre-sales discovery, project scoping, feasibility assessment, and implementation planning.
• Gather customer insights to influence product priorities, capacity planning, and deployment improvements.

Requirements

• 5+ years of experience in enterprise customer-facing technical roles, such as Solutions Engineering, Forward Deployed Engineering, or Technical Implementation.
• Experience leading complex, high-stakes software deployments for large enterprise organizations.
• Knowledge of financial systems such as NetSuite, SAP, Oracle, or Workday, or experience with finance operations teams.
• Ability to translate between technical and non-technical stakeholders and align engineers with finance teams.
• Strong project management, communication, problem-solving, and workflow-standardization skills.
• Comfort working in a fast-paced, ambiguous environment with substantial ownership and curiosity about AI.

Nice to have

• Experience defining how AI agents are deployed at scale.

Culture & Benefits

• Cross-functional collaboration with Engineering, Product, Sales, and Customer Success.
• Direct influence on product direction, deployment methodology, and company growth.
• Mission-driven startup environment focused on improving accounting operations.
• Competitive salary and equity.
• 401(k) and unlimited paid time off.