Carex is partnering with a fintech startup partner to identify a founding Forward Deployed Engineer for a hybrid role based in Madison, WI (3 days per week onsite).
This individual will work directly with customers to understand complex operational challenges and rapidly design, build, configure, and deploy solutions using modern AI-powered platforms, workflows, automations, and agentic development tools. The ideal candidate combines strong problem-solving and communication skills with a builder mindset, taking ownership from discovery through deployment, measurement, and ongoing support. This is an excellent opportunity for someone who thrives in ambiguity, enjoys working directly with customers, and is passionate about leveraging AI and emerging technologies to deliver meaningful business outcomes. Candidates with engineering or implementation experience working with Epic Agent Factory are especially encouraged to apply.
What You’ll Do
- Partner directly with customers to understand business processes, uncover challenges, and identify opportunities to create measurable value.
- Design, configure, build, deploy, and support solutions using AI-powered platforms, workflows, automations, and agent skills.
- Develop and customize workflows, agent capabilities, document schemas, and operational processes to address customer needs.
- Utilize modern agentic development tools to create integrations, prototypes, automations, and lightweight applications.
- Make targeted product enhancements that unlock meaningful value for customers.
- Define success metrics before implementation and measure outcomes after deployment.
- Monitor deployed solutions, troubleshoot issues, and continuously improve reliability and performance.
- Translate recurring customer needs into scalable, reusable solutions and best practices.
- Provide actionable feedback to product and engineering teams based on customer interactions and field observations.
- Support internal teams by developing tools and automations that improve operational efficiency.
- Help establish the playbooks, standards, and operating processes for a growing Forward Deployed Engineering function.
- Build trusted relationships with customers and serve as a strategic problem-solving partner.
What You’ll Bring
- Exceptional communication and relationship-building skills.
- Ability to translate ambiguous business challenges into practical technical solutions.
- Strong ownership mentality, self-direction, and comfort operating without a predefined playbook.
- Experience leveraging AI agents and agentic development tools in day-to-day work.
- Strong problem-solving skills and the ability to quickly learn new systems, technologies, and workflows.
- Experience building automations, integrations, internal tools, or customer-facing solutions.
- Ability to evaluate outcomes and clearly communicate business value.
- Professionalism and confidence working directly with customers.
- Pragmatic decision-making skills, including knowing when to configure, automate, build, or simplify.
- Clear, honest, and proactive communication style.
- Experience in solutions engineering, implementation, technical consulting, product, operations, accounting technology, customer success, or a related field.
- Experience with engineering, implementation, or deployment of Epic Agent Factory solutions strongly preferred.
- Formal software engineering experience is not required; success in rapidly learning, building, and delivering solutions is more important than a traditional engineering background.
- Ability to work in a hybrid environment with three days per week onsite in Madison, WI.
Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, or Veteran status.
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