Forward Deployed Engineer

Basepoint; San Francisco, Northern (CA, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Basepoint is seeking a Lead Technical Onboarding specialist to bridge customers and the product team. You will onboard data, build integrations, prototype features on a customer's real portfolio, and feed what you learn back into the roadmap.

In this role you’ll lead portfolio imports, document ingestion, and integration setup with the customer’s existing systems. You’ll prototype features on live data, write practical playbooks, and serve as the technical voice in customer conversations.

Qualifications

• 3+ years in software eng, solutions eng, or similar customer-facing tech role.
• Strong TypeScript or Python with API and data format experience.
• Willingness to travel to customer sites a few times a quarter.

Responsibilities

• Lead technical onboarding: portfolio imports, document ingestion, and integration setup with the customer's existing systems.
• Build connectors and scripts against customer tools such as Microsoft 365, Smartsheet, Box, and internal databases.
• Prototype features on live customer data and hand off well-scoped work to the core team.
• Be the technical voice in customer conversations and the customer's voice in engineering ones.
• Write the playbooks so the next onboarding is faster than the last.

Skills

TypeScript

Python

APIs

Data formats

Tools

Microsoft 365

Smartsheet

Box

Internal databases

Job description

Every customer arrives with a pipeline living in spreadsheets, SharePoint, Smartsheet, and someone's head. Getting that into Basepoint quickly, and making it obviously better once it is there, is what turns a pilot into a long-term account.

You will sit between customers and the product team: onboarding data, building integrations, prototyping features on a customer's real portfolio, and feeding what you learn straight back into the roadmap.

Lead technical onboarding: portfolio imports, document ingestion, and integration setup with the customer's existing systems.

Build connectors and scripts against customer tools such as Microsoft 365, Smartsheet, Box, and internal databases.

Prototype features on live customer data and hand off well-scoped work to the core team.

Be the technical voice in customer conversations and the customer's voice in engineering ones.

Write the playbooks so the next onboarding is faster than the last.

Three or more years as a software engineer, solutions engineer, or similar customer-facing technical role.

Strong TypeScript or Python and comfort working across unfamiliar APIs and data formats.

Excellent judgment about what to build now, what to script once, and what to push back on.

Willingness to travel to customer sites a few times a quarter.