Forward Deployed Engineer, Databook
$130-150k
Plus equity
More information about location
Strategic Relationship Management platform
Open for applications
Strategic Relationship Management platform
101-200 employees
Open for applications
$130-150k
Plus equity
More information about location
101-200 employees
Company mission
To help improve rep performance at scale.
Role
Who you are
- If you enjoy turning complex business processes into clear, reliable, production-ready AI workflows, this role is for you
- Strong business acumen with the ability to understand customer workflows, surface current-state problems, and translate desired future-state outcomes into deterministic agent logic
- Experience in a customer-facing role such as forward-deployed engineering, solutions engineering, value consulting, RevOps, or similar functions where you owned both problem discovery and solution design
- Ability to work through ambiguous cross-functional processes and turn them into structured, scalable workflows that can support multiple personas and industries
- Experience writing PRDs, workflow diagrams, logic specifications, or similar design documentation
- Familiarity with APIs, SQL, JSON, Salesforce objects, Slack data, enterprise systems, and data orchestration
- Ability to translate ambiguous, cross-functional workflows into structured agent logic that scales across personas and industries
- Experience building eval harnesses with edge cases, gold outputs, confidence scoring, and hallucination safeguards
- Comfortable working directly with customers as a forward-deployed engineer, field engineer, or solutions engineer
- Strong communication and storytelling skills, especially when presenting technical decisions to senior leaders
- Experience operating in fast-moving environments and iterating quickly using measurable evaluation feedback
- Experience in B2B SaaS, RevOps, AI copilots, or enterprise workflow design is a plus
- Bonus: experience with golden dataset creation, closed-loop analytics, or agent optimization
What the job involves
- Databook is hiring an Agent Builder / Forward Deployed Engineer (FDE) to create AI-powered guided coaches and agentic workflows used across every part of the go-to-market engine
- You’ll design agents for a wide range of personas and use cases - from meeting prep and account strategy to value modeling, forecasting, pipeline reviews, customer service, and executive decision support
- You’ll own everything from requirements and workflow design to prompting, data mapping, routing logic, eval harnesses, and customer iteration
- This is a fully remote role based anywhere in the United States or Canada and reports directly to the Head of Solutions
- Design, build, and deploy agentic workflows and guided coaches for a broad set of GTM and customer-facing personas (AE, BDR, CSM, Value Engineering, SE/SAs, RevOps, CS Leadership, Marketing, Support, and more)
- 50% of your time will be spent directly with customers to understand their current-state workflows, map problem areas, define desired future-state outcomes, and ensure the agent solves the real business need
- Own customer relationships throughout the design and deployment cycle, serving as a trusted partner on workflow strategy and adoption
- Translate ambiguous, cross-functional business processes into structured agent logic with clear inputs, transformations, decisions, and outputs
- Develop and refine prompts, tools, routing logic, validation steps, and reasoning patterns inside each workflow
- Build and maintain evaluation harnesses (test cases, gold outputs, rubrics, hallucination checks) to ensure predictable, repeatable, and trusted agent performance
- Test agents across real-world edge cases including: sparse CRM data, conflicting inputs, new logo vs existing, industry-specific differences, persona-specific expectations, and public vs private financial contexts
- Create PRDs, workflow specs, sequence diagrams, and “before vs after” clarity documents
- Collaborate closely with Sales, Product, Engineering, and Customer Success to ensure agents meet real user needs and align to Databook’s architecture
- Own “demo readiness” of workflows: fast runtime, transparent data sourcing, explainability, and narrative clarity
- Present workflows and reasoning paths to internal and external stakeholders, including executives
- Document agent behavior, guardrails, safety patterns, and failure modes
- Serve as a strategic advisor to customers on agentic workflow design, enterprise AI readiness, data requirements, and ongoing iteration
Our take
Databook delivers the industry's first Strategic Relationship Management (SRM) platform, to enable sellers to create, manage, and maintain strategic relationships at scale. The platform encompasses a range of tools to help sales teams increase productivity and performance, with the flexibility to grow with companies as they develop.
The platform provides data-driven insights on everything from opportunity intelligence to propensity to buy, and stands out for crafting deliverables that are customized to key clients. Running entirely out of the cloud, it also makes it possible for its clients to minimize hardware outlay. By providing personalized, real-time insights, Databook makes it possible for successful businesses to expand their operation by recognising which companies are the most likely to buy.
Competition in this field is rife, with HubSpot Sales Hub, Guru, Showpad Content and Highspot among the companies rivalling Databook. But the solution has been praised for being particularly user-friendly, with key features accessible via a few straightforward clicks. Databook now serves an impressive roster of clients, including Microsoft and Salesforce, and was recognised as a which is a clear indicator of the company’s reputation and scalability.
Steph
Company Specialist at Welcome to the Jungle
Insights
-1% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Mar 2022
$50m
SERIES B
Apr 2021
$16m
SERIES A
Total funding: $71m
Company benefits
- Equity
- Employee referral bonus program
- $500 USD (or local currency equivalent) learning stipend
- Complimentary subscription to Masterclass
- $750 USD (or local currency equivalent) budget for home office equipment
- Medical, Dental and Vision care contributions 🇺🇸
- 401k Retirement Plan 🇺🇸
- 4 weeks vacation plus holidays 🇺🇸
Company HQ
Palo Alto, CA
Leadership
Anand Shah
(CEO)They were an Analyst at Ernst & Young, then Goldman Sachs. Formerly an Engagement Partner at Accenture. Co-founded Databook in 2016.
Alex Barrett
(Product)They studied Modern Languages at Cambridge University. Producer at Al Jazeera, Blakeway Productions and the BBC. Co-founded Databook in 2016.
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