Applied AI Financial Engineer — Remote, Customer-Facing

Datarails

United States

Remote

USD 120,000 - 150,000

Full time

40 hours ago
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Benefits offered by this job

Parental leave
Equity
401(k) match
Top-tier healthcare
Generous PTO and holidays
Life insurance

Job summary

Datarails is hiring a Forward Deployed Financial Engineer for remote work within the United States. You will lead AI transformation engagements for existing customers, translating business needs into scalable AI solutions and serving as the bridge between customers and R&D/Product teams.

You will collaborate with customers to define requirements, develop recommendations, and deliver end-to-end AI-enabled workflows, agents, and integrations that drive tangible business value.

Qualifications

  • Production experience in Python or TypeScript, with SQL and REST APIs.
  • Hands-on experience with modern LLM tooling: agent frameworks, Model Context Protocol, tool use, evals.
  • Impact obsessed: driven to deliver measurable outcomes for the customer, and to capture and market those results forward.
  • Ability to translate ambiguous business challenges into clear technical recommendations.
  • A product-oriented mindset and system-level thinking, with an interest in building solutions that may evolve beyond a single customer use case.

Responsibilities

  • Help customers answer: What do we need, and how can we build it together?
  • Lead discovery sessions with customers to understand their processes, challenges, goals, and AI transformation opportunities.
  • Develop comprehensive recommendations and solution plans for customer AI transformation projects.
  • Design, build and ship customer-facing solutions, including AI agents, skills, routines, workflows and applications, on top of Datarails, Claude and the customer's connected systems.
  • Define how the solutions you build are tested and evaluated, so the team knows they work before a customer relies on them.
  • Take ownership of projects from initial discovery and recommendation through development and delivery.
  • Work directly with customers throughout the engagement, translating business requirements into practical technical solutions.
  • Engage customers in change management, helping usher their teams into a more AI-native way of working.
  • 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.

Job description

Datarails is hiring a Forward Deployed Financial Engineer for remote work within the United States. You will lead AI transformation engagements for existing customers, translating business needs into scalable AI solutions and serving as the bridge between customers and R&D/Product teams.

You will collaborate with customers to define requirements, develop recommendations, and deliver end-to-end AI-enabled workflows, agents, and integrations that drive tangible business value.

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