# AI Deployment Specialist (Finance)

**Company:** [Concourse](https://hotfix.jobs/companies/concourse)
**Location:** New York, NY
**Role:** Customer Success
**Experience:** 3+ years
**Skills:** SQL, Looker, Tableau, Powerbi, Snowflake, BigQuery, Postgres, NetSuite, Salesforce, Prompt Engineering, LLMs
**Posted:** 2025-11-13

> Deploys and optimizes AI agents for finance teams by tuning prompts, debugging integrations with SQL, building analytics dashboards, and designing customer onboarding to drive adoption and expansion.

## Job Description

## Key Responsibilities
- Optimize AI & Prompt Performance: Maintain prompt libraries, tune model configurations, and ensure high-quality outputs for finance use cases.
- Solve Technical & Data Problems: Debug AI outputs, integration issues, and data inconsistencies through hands-on SQL, API investigation, and collaboration with engineering.
- Build Analytics & Insights: Create dashboards and analytics that reveal customer behavior, product usage patterns, and revenue expansion opportunities.
- Inform GTM Strategy: Identify patterns across customers to refine positioning, messaging, onboarding playbooks, and expansion strategies.
- Design High-Impact Customer Journeys: Optimize onboarding, training, and lifecycle experiences that help finance teams reach first value faster and become long-term power users.
- Build Customer Health Frameworks: Develop systems for segmentation, health scoring, expansion signals, and proactive account insights.
- Translate Customer Needs Into Product Requirements: Partner closely with engineering to scope features, refine requirements, and shape product direction with clarity and precision.
- Architect Finance System Integrations: Work across ERPs, banks, CRMs, HRIS tools, and custom databases to design scalable agent capabilities and prompts.

## About You
- **3+ years** in strategic finance, FP&A, finance operations, or data and systems roles supporting finance teams.
- Deep understanding of financial statements, accounting principles, and how finance teams operate, and the workflows they perform.
- Proficient in SQL, comfortable writing queries for analysis, debugging issues, and working with customer data.
- Familiarity with BI tools (**Looker**, **Tableau**, **PowerBI**) and data warehouses (**Snowflake**, **BigQuery**, **Postgres**, etc.).
- Excellent communicator who builds trust with C-level finance executives and translates feedback into product clarity.
- Experience with finance systems (**QBO**, **Ramp**, **NetSuite**, **Intacct**, **Oracle**, **SAP**, **Salesforce**, etc.) and relevant finance tasks that pull from these systems.
- Thrives in fast-paced, ambiguous environments and is able to self-direct, move quickly, and operate with high ownership in a startup setting.
- Experience with **LLMs**, **prompt engineering**, or tuning AI outputs for analytical or operational workflows (**preferred** but not required).
- Experience improving onboarding, activation, or expansion processes for B2B SaaS or fintech products (**preferred** but not required).

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