We're seeking a Forward Deployed Engineer to work directly with enterprise customers, transforming their finance, accounting, and operations processes with AI-powered automation. This role combines technical problem solving with strategic thinking and requires strong client-facing skills.

Candidates must have existing authorization to work in the US, as we unfortunately aren't yet in a position to sponsor visas.

What You'll Do

Customer Engagement & Business Development

• Work directly with C-suite executives and department heads to identify automation opportunities

• Translate complex business requirements into technical specifications and implementation roadmaps

• Present technical solutions and ROI projections to executive stakeholders

• Build long-term strategic relationships that expand our footprint within enterprise accounts

Technical Solution Design & Development

• Lead technical architecture and development of custom Python automation solutions

• Design integrations with existing enterprise systems (ERPs, financial systems, databases)

• Build end-to-end workflows that automate manual processes in finance, accounting, and operations

• Create scalable, maintainable solutions that handle enterprise-grade data volumes

Implementation & Delivery

• Own project delivery from initial scoping through production deployment

• Manage technical implementations across multiple stakeholder groups

• Coordinate with internal product teams to incorporate field learnings into our platform

• Ensure solutions meet enterprise security, compliance, and performance requirements

Strategic Impact

• Act as the voice of the customer to inform product development priorities

• Identify patterns across deployments that can be productized for broader market adoption

• Contribute to our services-led growth strategy by proving value before scaling

What We're Looking For

Technical Excellence

• 3+ years of software engineering experience with strong Python proficiency

• Experience with enterprise system integrations (APIs, databases, cloud platforms)

• Understanding of finance, accounting, or operations processes and data flows

• Ability to architect solutions that balance customization with maintainability

Business Acumen

• Experience translating business requirements into technical solutions

• Comfort presenting to and influencing senior executives

• Understanding of enterprise sales cycles and implementation processes

• Ability to identify and articulate business value and ROI

Execution & Leadership

• Track record of leading complex technical projects from conception to delivery

• Experience working directly with enterprise customers in a consulting or implementation capacity

• Strong problem-solving skills and ability to work autonomously in ambiguous situations

• Excellent communication skills across technical and business audiences

Preferred Experience

• Background in fintech, enterprise software, or consulting

• Experience with automation tools, workflow engines, or business process optimization

• Knowledge of enterprise software procurement and deployment processes

• Previous role as a technical founder, solutions engineer, or customer-facing engineer

• Comfortable with travel to customer sites

• Entrepreneurial mindset with ability to work independently in ambiguous situations

Why CoPlane?

Impact & Growth

• Work with the latest AI technologies including language models, computer vision, and automation capabilities

• Build on our open-source Planar framework, contributing to the future of workflow automation

• Direct influence on customer success and company growth through real-world business transformations

• Ground-floor opportunity to lead customer success engineering team as we scale

• Shape product direction based on enterprise customer insights across diverse industries

Compensation & Benefits

• Competitive compensation and founding team equity

• Full benefits package (health, dental, vision)

• Remote-first with flexible PTO

• Learning stipend and top-tier equipment setup

Ready to Transform Business with AI?

We're looking for someone who gets excited about solving real-world problems with cutting-edge technology. If you love working directly with customers, building AI solutions, and making a tangible impact on how businesses operate, we'd love to hear from you.

Apply by sending your resume and a brief note about your most interesting customer-facing technical project to [email protected]

CoPlane is an equal opportunity employer committed to diversity and inclusion.