About the roleThis is a forward-deployed role. Once a customer signs, you are the person who makes the AI real: configuring, testing, and launching the agents that automate their finance operation. Compliance checks, payment gates, COI tracking, AR collections, billing automation, WIP and forecasting workflows. You sit inside the customer's actual operation, decompose their messy human processes into agent logic, and own the deployment through go-live and beyond.
What you'll do- Design and configure AI agents for production customer environments: triggers, tools, approval gates, override paths, dry-run modes
- Decompose real-world finance workflows into agent skills, and make the judgment calls on where automation is reliable versus where it needs a human in the loop
- Test, debug, and iterate: when an agent produces a wrong output, trace whether the failure is in the prompt, the data, or the process design
- Build integrations and data pipelines between customer ERPs and Adaptive, including one-off migrations from legacy systems
- Validate financial output: trace agent-produced numbers back to source and fix the logic when it is wrong
- Run onboarding through go-live: prerequisites, configuration, training, and the first month of production operation
- Document what you build so every deployment makes the next one faster
What you bringHard requirement - AI fluency and agent design. You build with AI, not just talk about it. Deep hands-on experience with LLMs as a working instrument: prompt engineering, agent architecture, and workflow design. Demonstrated experience deploying agents or LLM-powered workflows for real users - production, not prototypes. We will test this in the interview.
- Structured thinking about data: expert Excel, comfort reading API docs and data models, SQL or scripting a plus
- Construction finance literacy (WIP, percentage-of-completion, job costing, AIA billing, retainage, COI compliance) or the domain depth to learn it fast and hold your own with a controller
- Familiarity with construction ERPs (Sage Intacct, Sage 300 CRE, Vista, Spectrum, Acumatica) and Procore's data model is a strong plus
- Customer-facing composure: you can run a working session with a controller, manage expectations through a rocky deployment, and communicate clearly in writing
- High ownership and comfort with ambiguity. You define the playbook rather than follow one
What we offer- Competitive salary plus meaningful equity
- Comprehensive health, dental, and vision insurance
- 401(k) match and flexible PTO policy
- A seat at the table in a rapidly scaling vertical AI startup
- Unlimited opportunities for professional growth and leadership
In-office mandate- This role requires you to work Monday - Thursday in our New York or Boston offices.
