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AI Deployment Specialist in Finance

ConcourseNew York City
On-site Full-time

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Experience Level

Experience

Qualifications

Qualifications and SkillsBachelor's degree in Finance, Business, or a related field. Proven experience in finance, preferably within corporate finance or financial technology. Technical proficiency with SQL and familiarity with API integrations. Strong problem-solving skills and analytical mindset. Excellent communication and interpersonal skills to engage effectively with clients. Ability to think strategically and align product development with customer needs.

About the job

Join Concourse

At Concourse, we are revolutionizing corporate finance by building advanced AI agents designed for finance teams. Our innovative solutions connect critical enterprise data sources, empowering teams to analyze data through natural language, gain insights in seconds, and make informed decisions. Since our inception less than a year ago, we have experienced rapid growth, with our AI agents already in use by hundreds of high-growth companies, including unicorn startups like Persona, Front, Lightmatter, and major public companies, including two Fortune 500 clients.

Supported by prominent investors such as Andreessen Horowitz, CRV, YC, and BoxGroup, along with over 50 angel investors from notable firms including Brex, Rippling, Flywire, Deel, Jeeves, and DoorDash, we are poised for continued success.

About the Position

We are seeking an AI Deployment Specialist who possesses a strong combination of finance knowledge, product insight, and technical proficiency.

Your mission will be to amplify the impact of our AI agents across all finance teams we support. You will engage directly with clients to understand their workflows, design compelling product experiences to drive adoption, and create systems that integrate Concourse into their financial operations seamlessly.

In this role, you will collaborate closely with our founders and engineering teams, remaining hands-on with SQL, integrations, and debugging, while strategically identifying avenues to deliver customer value at scale. Your contributions will be pivotal in expanding our client base and shaping the future interaction between finance teams and AI agents.

This high-impact position is ideal for someone with deep financial expertise, a passion for solving technical challenges, and a drive to enhance product, data, and customer outcomes.

Key Responsibilities

  • Enhance AI & Prompt Performance: Maintain prompt libraries, fine-tune model configurations, and ensure optimal outputs for financial applications.

  • Address Technical & Data Challenges: Troubleshoot AI outputs, integration challenges, and data discrepancies through direct engagement with SQL, API exploration, and team collaboration.

  • Develop Analytics & Insights: Generate dashboards and analytics to uncover customer behavior, product usage patterns, and potential revenue growth opportunities.

  • Shape GTM Strategy: Analyze customer data to refine positioning, messaging, onboarding strategies, and growth initiatives.

  • Create High-Impact Customer Experiences: Enhance onboarding, training, and lifecycle journeys to help finance teams realize value quickly and evolve into long-term advocates.

About Concourse

Concourse is at the forefront of AI innovation for corporate finance. Our platform empowers finance teams to harness the power of AI, driving efficiency, accuracy, and informed decision-making. With a robust backing from top-tier investors and a commitment to customer success, we are transforming the financial landscape.

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