Applied AI Deployment Strategist

Concourse
Applied AI Deployment Strategist

New York, NY

Concourse is building AI agents for corporate finance teams. We have been building at the intersection of finance and AI for the last 2 years and have grown significantly since our launch a few months ago. Concourse customers now include public companies as well as high‑growth startups from Persona, Instabase, Lightmatter, and more. Concourse is backed by top‑tier Silicon Valley investors Andreessen Horowitz, CRV, Box Group, YC.

As growth continues to accelerate, we’re seeking an exceptional Applied AI Deployment Specialist to own customer activation, expansion, and relationships in the finance domain. This role combines strategic product thinking with hands‑on technical execution and is our first non‑engineering role at Concourse.

This is a high‑impact product role where you’ll own the entire customer growth engine for finance teams. You’ll be the architect of customer success, combining deep finance domain expertise with analytical rigor to drive activation, expansion, and retention. You’ll work directly with our founders, the technical team, and solve complex technical problems that directly impact our customers and drive their success.

This isn’t traditional product management – you’ll be in the trenches with customers, debugging AI outputs, architecting data solutions, and building the frameworks that turn finance teams into power users of AI. You will use this knowledge to help inform the product roadmap and work with the entire team to continue creating customer success.

• 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

• 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 (Net Suite, 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, Big Query, 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
• Understandi…