Forward Deployed Architect
Core
Identify technology and process improvements, conduct workflow audits, and design adoption playbooks to drive business outcomes for client finance operations.
Role type
Senior Forward Deployed Architect (Client-facing)
Builds
AI-driven finance automation solutions (Order-to-Cash, Close & Reconciliation, Treasury)
Domain
FinTech / Autonomous Finance / AI Agents
Deliverable
production ML models | product features
Required skills
Data analysis, process optimization, change management, stakeholder negotiation, roadmap alignment, war room leadership, executive presentation
Preferred skills
Industrial Engineering, Computer Science, Data Science, or MIS background
Technologies
Agentic AI platforms, finance workflow orchestration tools
Responsibilities
Conduct deep-dive observations of client finance workflows to identify friction points; Lead monthly operational committee meetings with client SMEs; Manage up and prepare executives for Steering Committees; Stack-rank client requests to focus resources on high-impact changes; Orchestrate internal resources across Product, Engineering, and Consulting to solve escalations; Lead task forces for critical issue resolution.
Seniority
Senior, hands-on IC with client management