Forward Deployed Engineer (FDE)

About the Role

• Enterprise Suite is how the world's fastest-growing mid-market and enterprise finance teams run their books, close their quarter, and put AI agents to work on real accounting operations.
• Forward Deployed Engineers (FDEs) are the team that makes that real: embedded with our customers, shipping production automation, and turning "AI pilot" into "AI in the general ledger."
• This isn't a traditional sales engineering role, and it isn't a traditional product engineering role either. FDEs report into Engineering, work shoulder-to-shoulder with Sales and Account Management on the deals and renewals that matter most, and own the last mile between what Core Engineering ships and what a specific customer actually runs.
• You'll sit at the intersection of engineering, applied AI, and enterprise finance, and you'll be judged on one thing: did the customer's business measurably change because you were in the room?

Responsibilities

What you'll do

Pre-sale: Build the proof that wins the deal

• Get hands-on with prospects before there's a contract: build a working proof-of-value directly in (or against a realistic replica of) the prospect's own data and systems - real integrations and real output, not a scripted demo.
• Partner with Account Executives from first technical touch: run discovery with the prospect's finance and IT teams to understand their chart of accounts, systems, and process gaps well enough to build against them.
• Lead the technical evaluation: architecture and security/compliance reviews, integration feasibility, and technical RFP responses with the prospect's IT and controllership teams.
• Build the technical narrative and ROI case alongside Sales, and present it directly to economic buyers - CFOs and Controllers - as part of the deal cycle. Your proof-of-value is very often what gets the deal signed.
• Flag technical or data-readiness risk early, so Sales scopes and prices the deal accurately and nothing you built pre-sale becomes a surprise post-signature

Post-sale: Architect and ship in customer-specific production

• Architect and deploy customer-specific configurations of AI Agents that automate complex accounting processes - strengthening internal controls, closing books faster, and removing manual work from real customer environments.
• Perform deep technical troubleshooting: review and edit Python, write SQL for integrations, and diagnose configuration issues across customer systems.
• Serve as the functional and technical escalation point for issues involving integrations, data flows, and automation logic - including reviewing and optimizing SQL-based validations and API-driven workflows.
• Maintain SLAs for response and resolution; document issues comprehensively and escalate to Engineering with complete context.

Post-sale: Own the customer relationship and drive expansion

• Lead high-impact transformation engagements with enterprise finance teams - diagnosing operational bottlenecks and identifying where AI Agents create the most leverage.
• Act as the primary technical point of contact across implementations, engaging directly with CFOs, Controllers, and accounting leaders.
• Guide and train customer teams through workflow redesign, change management, and the value realization required to scale AI Agent adoption across their organization - and carry that same proof-of-value discipline into expansion and renewal conversations.
• Travel to customer sites as needed (up to 70%) for pre-sale technical evaluation, hands-on deployment, training, and adoption workshops.

Ongoing: Shape the product and the playbook

• Be the Voice of the Customer: surface technical feedback, integration requirements, and product gaps to Product and Core Engineering - as input to their roadmap, not a substitute for it.
• Partner with Product Management on learnings from onsite discovery sessions to design workflows centered on AI Agent deployment and business outcomes.
• Build the playbook: create implementation guides, expansion frameworks, and reusable assets so every deployment makes the next one faster.
• Educate customers and internal teams on the strategic value of AI-enabled workflow transformation and best practices for building durable AI Agents.

Where this role sits

FDEs report into Engineering, not Sales - but this is very much a field role, spanning both sides of the signature, and the two partnerships below are the job as much as the code is.

Your partnership with Sales & Account Management

• You're the technical face of Enterprise Suite in the field, on both sides of the deal: Account Executives pull you in pre-sale to build the proof-of-value that wins the technical evaluation, and Customer Success pulls you in post-sale for QBRs, renewals, and expansion.
• Deals and renewals in this business run on proof, not promises - you're the one who produces it, first as a working pilot in the sales cycle, then as a live production system afterward. That makes you directly responsible for de-risking the pipeline, even though you don't carry a number yourself.
• You'll work daily with Account Executives and Customer Success on the accounts you're assigned to; you won't be measured on bookings, but expect to be in the room for the technical parts of both the sale and the renewal.