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Metal

AI-powered investment intelligence & automation

Forward Deployed Engineer - Strategic Account

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • Three to five or more years of building and operating production systems end to end, from commit to live operation.
  • Full-stack engineering comfort and ability to work with complex integrations.
  • Hands-on experience shipping large language model-powered systems, including agents, retrieval, or evaluations.
  • Ability to earn executive trust and remain hands-on from initial scoping through go-live.

Responsibilities

  • Own customer deployments end to end, from initial scoping through reliable production, including human-in-the-loop workflow steps.
  • Configure and ship workflows on Metal, including CIM and teaser intake, deal scoring, LinkedIn account mapping, portfolio-company reporting, and pipeline views tailored to the customer.
  • Integrate customer systems, including Salesforce and DealCloud CRMs, SharePoint document systems, and other data sources.
  • Diagnose data-model, integration, and workflow issues and keep deployed systems running as customer needs evolve.
  • Partner with the firm's AI, automation, deal, and operations leaders as a technical advisor.
  • Translate field insights into product direction, influence Metal's roadmap, and develop repeatable deployment frameworks.

Desired Qualifications

  • Depth in private equity, private credit, or financial services.

About the Company

Metal

AI-powered investment intelligence & automation

Metal.ai offers an AI-powered platform that unifies a firm’s internal data (investment memos, board decks, CRM data, financials) with external market intelligence into a single, queryable intelligence layer for investment teams. It ingests and structures large financial documents and uses natural language queries, plus features like AI-powered research, automated report generation, opportunity scoring, and diligence support; a Deep Research engine further breaks complex questions into sequential subtasks for analyst-grade outputs, including CIM extraction and SWOT analyses. The service distinguishes itself through its deep integration of internal and external data, a focus on production-grade AI with secure, governed data handling (SOC 2, encryption), and hands-on implementation as a partner. Metal’s goal is to speed up investment workflows, enhance deal flow and due diligence, and democratize access to institutional knowledge within financial firms.

Company size
501-1,000
Company stage
Early VC
Total funding
$7.6M
Headquarters
New York City, New York
Founded
2023

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