AI Deployment Strategist

Concourse builds AI agents for corporate finance teams, connecting enterprise data sources to deliver insights and improve decision-making. The AI Deployment Strategist will build and deploy customer-facing AI agents, optimize prompts and workflows, analyze customer usage, and partner with finance teams and engineers to drive adoption and value.

Responsibilities:

• Build agents for customers: Design, configure, and tune AI agent workflows against each customer's data, systems, and reporting conventions, and iterate these outputs with finance teams
• Optimize AI & Prompt Performance: Maintain prompt libraries, tune model configurations, and ensure high-quality outputs for finance use cases
• Identify and prioritize use cases: Sit with finance teams to map their recurring workflows, then judge which are highest-value, most repeatable, and best suited to an agent
• Run deployments with the forward deployed engineering team: Scope, build, and launch deployments, aligning on business goals and ensuring quick time-to-value
• 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
• Architect Finance System Integrations: Work across ERPs, banks, CRMs, HRIS tools, and custom databases to design scalable agent capabilities and prompts