Senior Forward Deployed Engineer (FDE) - AI & Agent Studio

Role Overview

The Senior Forward Deployed Engineer (FDE) operates at the intersection of technical engineering, product strategy, and client advisory. Embedded directly with enterprise accounting firms and their clients, you will uncover high-value business use cases and rapidly design, build, and deploy custom intelligent agents using client Agent Studio—a cutting-edge low-code/no-code platform.

Working within a dedicated, agile Pod alongside a Delivery Manager (DM), you will not only write code and build workflow agents, but also guide firm leadership through hands-on technical onboarding, champion adoption of client Enterprise Suite (IES), and funnel critical field feedback directly into client core product roadmaps.

Key Responsibilities

• Agent Architecture & Development: Design, configure, and deploy proprietary AI agents and automated workflows for accounting firms using client Agent Studio and supporting integration frameworks.
• Hands-on Client Onboarding: Lead the end-to-end technical onboarding of accounting firms and their end-clients, ensuring frictionless integration into their operational workflows to accelerate IES adoption.
• Product Advocacy & Feedback Loop: Function as an active voice from the field; identify product limitations, architect workarounds, and partner with core engineering and product teams to recommend feature enhancements for Agent Studio.
• Technical Advisory & Discovery: Partner with the Delivery Manager during discovery sessions to evaluate client technical ecosystems, validate feasibility, and scope integration requirements.
• Pod-Based Delivery: Operate within flexible, cross-functional Pods, transitioning across client engagements and adapting quickly to diverse technical environments and firm-specific needs.

Required Qualifications

• Experience: 5+ years of experience in technical consulting, forward deployed engineering, solutions architecture, or full-stack software development with extensive enterprise client exposure.
• Technical Breadth: Strong background in systems integration (REST/GraphQL APIs, webhooks, JSON, enterprise auth models) paired with demonstrated expertise in low-code/no-code platforms, workflow automation engines, or AI agent development frameworks.
• Client Acumen: Proven ability to communicate complex architectural concepts to non-technical executive stakeholders and navigate sensitive client dynamics.
• Product Mindset: Demonstrated ability to translate nebulous business problems into concrete product specifications and workflow automations.
• Education: Bachelor's degree in Computer Science, Software Engineering, Information Systems, or equivalent practical experience.

Preferred Qualifications

• Prior experience within FinTech, tax/accounting software, ERPs, or financial services ecosystems.
• Familiarity with modern LLM-based agent frameworks, prompt engineering, or Retrieval-Augmented Generation (RAG) paradigms.
• Proven track record deploying third-party or platform products directly into enterprise customer environments.