Forward Deployed Financial Engineer - Platform

We are hiring for two focus areas on this team. This posting is for the Platform focus. If you are stronger in building AI agents and applications, see the Applied AI focus posting for the same role.

As a Forward Deployed Financial Engineer, you will deliver Datarails' AI transformation engagements for existing customers.

After a customer completes implementation, you will work closely with their team to understand how they operate, identify where AI can create meaningful value, and determine what Datarails can build with them. You will take an active role in bringing that vision to life.

The solutions may include AI skills, routines, applications, agents, or workflows. This is a highly hands-on role for someone who enjoys working directly with customers, navigating ambiguity, and building practical solutions that solve real business problems.

In the Platform focus, you own how those solutions get deployed and run inside customer environments: integrations, authentication, secrets, hosting, monitoring and the release process. You make what the team builds reliable, secure and maintainable after we leave, and you build the tooling and reusable components that let the team deliver more per person.

You will also serve as an important bridge between customers and our R&D and Product teams, helping translate customer needs into scalable capabilities and influencing the future of the Datarails platform.

• Own how customer solutions are deployed and run: integrations, authentication, secrets, hosting, monitoring and the release process.
• Build internal tooling, templates and reusable components that shorten delivery time and raise the quality floor across the team.
• Build and deliver customer-facing solutions, including AI skills, routines, workflows, applications, and agents.
• Join discovery sessions with customers to understand their systems, data and constraints, and turn those into a deployable design.
• Take ownership of projects from recommendation through development, delivery and handoff.
• Work directly with customers throughout the engagement, translating business requirements into practical technical solutions.
• Engage customer IT and finance teams in change management, so what we build is adopted and stays running.
• Build prototypes and products that address immediate customer needs while identifying opportunities for broader reuse.
• Partner closely with Datarails Customer Success, Product and R&D teams to troubleshoot challenges, communicate customer requirements, and influence product development.
• Identify recurring customer needs that could evolve into scalable platform capabilities.
• Clearly explain technical concepts, tradeoffs, and recommendations to both technical and non-technical stakeholders.
• Document solutions, learnings, and repeatable approaches that can improve future customer engagements.