Forward Deployed Engineer

Balance; New York (NY); Hybrid; USD 130,000 - 190,000; Full time

Benefits offered by this job

Equity package

Comprehensive medical/dental/vision

Unlimited PTO

Hybrid work model

Company holidays

Job summary

Balance is seeking a Forward Deployed Engineer to design, build, and ship technical solutions that connect Balance to strategic customers. This is a hands-on IC role partnering with revenue and product to deliver technical experiences throughout the customer lifecycle.

You will split time between direct account work and broader technical motion—demos, proofs-of-concept, and technical discovery—while shaping how Balance brings its fintech solutions to market.

Qualifications

• 5+ years in Solutions Engineering, Sales Engineering, Technical Consulting, or Solution Architecture.
• Bachelor’s degree in Computer Science, Software Engineering, Information Systems, Electrical Engineering, or related field.
• Strong business judgment about deal economics and ROI; know when to build vs. push back on scope.
• Ability to articulate customer problems clearly to internal and external stakeholders.
• Hands-on ability to design AI-agent workflows and integrations using modern tools.

Responsibilities

• Lead technical discovery and executive customer engagements to support strategic enterprise opportunities.
• Own demos, solution designs, and proof-of-concept initiatives.
• Ensure successful customer implementations and serve as escalation for complex challenges.
• Translate customer feedback into product and engineering priorities.
• Design integrations and AI-agent workflows connecting Balance products to client systems.

Skills

Solutions engineering

Executive stakeholder engagement

Hands-on AI workflows

Customer discovery

Education

Bachelor's degree in Computer Science, Software Engineering, Information Systems, Electrical Engineering or related field

Tools

Agent orchestration tools

Job description

We are looking for a Forward Deployed Engineer (FDE) to personally design, build, and ship the technical solutions that connect Balance to our most strategic customers.

This is a hands‑on individual‑contributor role that partners closely with the revenue and product organization to deliver exceptional technical experiences throughout the customer lifecycle.

The role splits between deep, hands‑on account work and the broader technical motion: demos, proofs‑of‑concept, and technical discovery.

It’s built for someone who pairs strong technical depth with sharp business judgment.

The FDE reports directly to the VP of Revenue and serves as a key technical voice in shaping how Balance brings technical solutions to market.

Responsibilities

• Support strategic enterprise opportunities through technical discovery, solution design, and executive customer engagements.
• Own technical demos, solution design, and proof-of-concept initiatives.
• Ensure successful customer implementations and serve as the escalation point for complex technical challenges.
• Represent the voice of the customer by translating customer feedback into product and engineering priorities.
• Work directly with strategic accounts to solve their problems, personally designing, building, and shipping integrations and AI-agent workflows that connect Balance’s products into their systems.

Requirements

• 5+ years of experience in Solutions Engineering, Sales Engineering, Technical Consulting, or Solution Architecture.
• Bachelor’s degree in Computer Science, Software Engineering, Information Systems, Electrical Engineering, or a related technical field.
• Exhibit strong business judgment about deal economics and ROI, and the instinct to know when to build versus when to push back on scope.
• Sharp ability to get to the core of a customer’s problem and its context, and communicate it clearly, internally to Balance’s teams and externally to customer stakeholders.
• Hands‑on ability to build and configure AI-agent‑based workflows and integrations using modern coding and agent‑orchestration tools, able to personally design solutions connecting Balance’s products into client systems, not just direct others to build them.
• Experience supporting enterprise sales cycles and engaging with executive stakeholders.
• Equity package with the opportunity to share in the company’s growth.
• Hybrid work model: 3 days per week in the office, 2 days remote.
• Comprehensive medical, dental, and vision insurance.
• Unlimited PTO and company holidays.
• Opportunity to be a critical hands‑on technical voice in a fast‑growing fintech’s customer‑facing organization.