Outcome Engineer

Outcome Engineer at Auquan

Auquan develops autonomous AI agents that eliminate the repetitive, manual work slowing down financial institutions. Our technology supports credit, investment, ESG, and compliance workflows for leading firms including Goldman Sachs, UBS, CVC, and Met Life. Today, 40% of the world’s top 50 financial institutions use Auquan to remove manual processes, speed up decision-making, and achieve greater strategic impact.

What You’ll Do

• Own a portfolio of financial clients and become their go‑to technical partner.
• Work closely with Credit, Investment, Research, and Portfolio Monitoring teams to:
• Understand and map financial workflows end‑to‑end. Some examples are:
• “Automate quarterly credit reviews using borrower KPIs + news + filings”
• “Build investment screens that collapse hours of research into minutes”
• “Automate portfolio monitoring reports used by ICs”
• Sit deeply inside customer workflows, join working sessions, shadow analysts, and understand decision‑making so you can define KPIs, and ROI for workflow automation.
• Translate ambiguous analyst processes into clear, structured, multi‑step agent workflows. You build the functioning prototypes for Product Engineers to scale.
• Own the correctness of the workflow: design evaluation criteria, edge‑case handling, error paths, and audit logic that engineers implement at scale.
• Plan and manage multi‑threaded client projects end‑to‑end across Business, Security, and Procurement with clear ownership of timelines, risks, and stakeholder communication.
• Own the success of pilots through to production and expansion, work with sales to turn value delivered into renewed contracts and upsells.
• Proactively surface and shape new use cases, teams, and regions where the agents can be deployed, and help build the commercial case for expansion.
• Build adoption: create super‑user networks, internal champions, and usage cadences so workflows become part of daily decision‑making.
• Partner with Product Engineers to convert every deployed workflow into reusable templates, patterns, and components.
• Spot cross‑client patterns and feed them into our product roadmap.
• Shape our financial workflows product strategy – identify which use cases matter most, which markets have the highest pull, and what features unlock scale.
• Represent Auquan as a subject‑matter expert with clients, analysts, and industry teams.
• Provide feedback to engineering on primitives, orchestration, evals, model behavior, and platform improvements.
• Help build case studies, playbooks, and proof points that consistently win deals.
• Mentor junior team members, and over time help build and lead a high‑performance Financial Workflows OE pod.

Over time, grow into an owner of a functional vertical (Credit, Monitoring, Investment Research, etc.), with input into revenue targets, pricing, customer segments, roadmap, and commercial priorities.

• 4–7+ years experience in financial analysis, investment research, credit underwriting, portfolio monitoring, or equivalent analytical roles.
• Working understanding of typical workflows such as credit memos & annual reviews, investment screens & IC memos, financial modeling logic, portfolio monitoring and KPI tracking, market/industry analysis, compliance/ops workflows (non‑ESG‑specific).
• Ability to reverse‑engineer financial workflows, e.g., convert a messy 80‑page credit memo or IC deck into logic steps, decisions, and data needs.
• Technical literacy:
  Python/SQL proficiency or advanced experience with low‑code automation tools. Must be able to write code demos to unblock yourself.
• Have built or designed a multi‑step LLM workflow before.
• Ship V1s in days, not weeks, and iterate directly with clients.
• Strong workflow‑design and prompt‑engineering intuition and experience designing structured, multi‑step AI workflows.
• Experience working directly with institutional clients (PE/credit/IB, consulting, data vendors).
• Ability to run discovery, define scope, manage stakeholders, and present outputs clearly.
• Track record of delivering complex, multi‑stakeholder projects with speed and autonomy.
• Evidence of commercial impact: renewals,…