Forward Deployed Engineer

Senior Solutions Engineer

Northeast - Boston, NYC

The company is building AI-powered agents for the world's largest asset managers and fund administrators to reduce operational complexity. We're the leading agentic AI platform for fund operations, delivering intelligent exception resolution for clients representing $13 trillion in assets.

Backed by a recent $55 million investment from Long Ridge Equity Partners, we're in growth mode and looking for exceptional talent to help us scale. With new leadership from BlackRock and a proven platform built over a decade, our team is shaping what AI-first operations will look like across capital markets.

At the company, you'll work alongside a team that's redefining what's possible in capital markets technology, while collaborating closely with leadership in a fast-moving, high-agency environment.

The Opportunity

We are seeking a talented and motivated Solutions Engineer to join our rapidly growing team. This is a high-impact, customer-facing role that sits at the center of our AI implementation and sales process. You’ll work closely with our delivery teams to configure solutions for both prospective and existing customers, applying equal parts technical expertise and relationship-building strength to drive successful engagements.

Key Responsibilities

• Lead technical discovery and demo conversations with prospective customers, shaping their understanding of our product and uncovering key requirements.

• Deliver tailored product demonstrations and guide pre-sales scoping to align solutions with customer use cases.

• Own the end-to-end implementation process, configuring new checks and workflows based on detailed business requirements.

• Lead customer-facing technical sessions to surface requirements and inform implementation design.

• Partner with Customer Success on implementation planning and share regular updates across new and ongoing projects.

• Serve as a trusted technical expert throughout the sales and implementation cycle, addressing questions on product capabilities, integrations, API functionality, and deployment options.

What We’re Looking For

• 7+ years in a Solutions/Forward-Deployed Engineering, or related technical role

• Experience with serialized data (JSON, YAML) and strong REST API skills

• Working knowledge of Python or TypeScript (both preferred)

• Proficiency in SQL and database systems (relational and NoSQL)

• Understanding of data pipelines and transformations (e.g., filtering, aggregation)

• Experience with Databricks, including configuring and running jobs.

• Familiarity with CI/CD concepts, tooling, and workflow optimization.

• Proven ability to quickly learn new technologies and concepts

• Strong communication skills, including explaining technical concepts to non-technical audiences

• Comfortable working in fast-paced environments and meeting tight deadlines

Nice to Have

• Experience building data visualizations using BI tools

• Experienced in building data pipelines using libraries such as Pandas and PySpark.

• Knowledge of AWS services and deployments

• Familiarity with building and deploying containerized code (Docker, Kubernetes)

• Background in asset management operations or financial services technology

• Prior experience in a SaaS environment supporting sales or services teams

Apply today and be a part of the future of financial services technology!

The company LLC is an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, pregnancy, age, marital status, veteran status, or disability status. We provide reasonable accommodations for persons with disabilities. Applicants with equal employment opportunity questions should contact the company at [link for members] or (617) 286-4448. Retaliation against applicants raising EEO issues is prohibited.