D

Drivepoint

Fintech platform for eCommerce financial planning

Forward Deployed Engineer

Full-TimeUpdated on 10/22/2026
$140k - $175k/yr
Mid
New York, NY, USA
HybridHybrid in New York City; customer work is remote, with no travel required.
Solution EngineeringImplementation & Technical Account Management

About the job

Requirements
  • Understand consumer-brand operations, including channel economics, retail versus direct-to-consumer, trade spend, weeks of supply, customer acquisition cost, retention, and landed cost.
  • Start from user problems and outcomes, distinguish customer requests from underlying needs, and identify recurring needs across customers.
  • Set agendas, ask clarifying questions, and turn complex customer conversations into clear scopes.
  • Use Claude Code or similar tools to build workflows, skills, or agents for other people; understand Model Context Protocol, connectors, and permissions.
  • Understand data flows from Shopify to a data warehouse and reports, read SQL, and investigate discrepancies between numbers.
  • Lead sessions with founders and executives and communicate clearly in writing.
  • Manage several customer brands and implementation partners concurrently without losing track of commitments.
  • Read profit and loss statements and identify implausible forecasts; building three-statement models from scratch is not required.
  • Demonstrate excellent written and verbal communication and the ability to lead customer calls and build client relationships.
Responsibilities
  • Lead AI deployments for consumer-brand customers and solve their data and business problems.
  • Own a portfolio of brands from kickoff until their teams can run real work in Drivepoint independently; where appropriate, continue as a partner through the year on new problems, workflows, renewals, and expansion.
  • Investigate and resolve data issues such as mismatched Shopify orders and books, duplicate channel counts, inconsistent retailer files, and inconsistent SKU names so the numbers are trusted.
  • Frame customer business questions, identify the data needed to answer them, and deliver the answers to customers.
  • Lead customer engagements by setting agendas and desired outcomes, clarifying the decisions customers need to make, identifying owners and dates, and driving plans until they run independently.
  • Connect Shopify, Amazon, TikTok Shop, retailers, third-party logistics providers, advertising platforms, and accounting books with customers and their agencies; capture account mappings, SKU conventions, and naming conventions.
  • Tailor workflows from the workflow library to each brand and schedule them to run in the Drivepoint app, Claude, ChatGPT, or customer-built tools with appropriate permissions.
  • Brief implementation partners on custom builds, keep them on schedule, and review their work before it is shared with customers.
  • Turn recurring field problems into reusable workflows using Claude Code and bring supporting evidence to the product team.
  • Shadow live engagements, learn the technology stack and workflow library, and run initial customer sessions with support.
  • Within 90 days, lead a portfolio of brands with trusted data and at least one newly solved business problem per brand.
  • Help brands realize value quickly, use Drivepoint independently, renew and expand; surface recurring patterns in the product.
Desired Qualifications
  • Experience founding, launching, or operating a consumer brand.
  • Consulting, agency, or implementation experience.
  • SQL or BigQuery experience.
  • Hands-on experience with Shopify, Amazon, retailer, third-party logistics, or advertising-platform data.
  • Experience building an internal tool or app for a team.

About the company

Drivepoint provides a connected financial platform for Direct-to-Consumer (DTC) eCommerce brands by integrating with a company’s existing software to consolidate financial and operational data in one view. Users can build data-driven plans, compare scenarios, and generate concise, shareable reports that guide decisions. It differentiates itself through seamless data integration, actionable insights, and a pricing model that scales with gross sales. The goal is to help ecommerce brands increase revenue, improve profitability, and raise overall valuation by making financial planning and reporting easy to use across the organization.

Company Size

11-50

Company Stage

Early VC

Total Funding

$15.4M

Headquarters

Boston, Massachusetts

Founded

2021

Get referred to Drivepoint

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Drivepoint launched TikTok Shop integration on August 16, 2026, covering fees and settlements.
  • Its September 4, 2026 site claims $200K savings versus hiring a finance FTE.
  • Oats Overnight cites a $4M EBITDA increase, validating the product's ROI story.

What critics are saying

  • A March 2026 Shopify, Amazon, or TikTok API change can break forecast accuracy.
  • Drivepoint’s 11-50 person team cannot outspend Workday Adaptive Planning or Anaplan.
  • If Shopify bundles native FP&A in 2027, Drivepoint becomes a feature, not a company.

What makes Drivepoint unique

  • Drivepoint combines spreadsheet-native workflows with AI forecasting for consumer brands.
  • Its integrations span DTC, Amazon, TikTok Shop, and books, reducing manual reconciliation.
  • Customer proof includes Oats Overnight, Curology, True Classic, and Simple Modern.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Remote Work Options
  • Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

2%

1 year growth

9%

2 year growth

2%
Beauty Independent
Oct 8th, 2025
Drivepoint Raises $7M for AI Finance Tools

Drivepoint, an AI-powered financial planning software company, raised $7 million in Series A funding in August. It targets beauty and personal care brands with over $100 million in annual sales, helping them with demand planning and financial forecasting. The funding round was led by Vocap Partners, with participation from Bling Capital and others. Drivepoint's software aims to reduce finance team sizes and improve EBITDA margins, offering integration with platforms like Amazon and TikTok Shop.

Startup Weekly
Aug 25th, 2025
Drivepoint secures $9M for AI platform

Drivepoint, an AI-powered finance platform for retail brands, has secured over $9 million in new funding, including a $7 million Series A round led by Vocap Partners. The funding will accelerate product innovation and market expansion. Drivepoint's platform, used by brands like Curology and True Classic, enhances financial decision-making. CEO Austin Gardner-Smith noted customers see an average 6.7% EBITDA gain in their first year.

Investors Hangout
Aug 13th, 2025
Drivepoint Secures $9M for AI Growth

Drivepoint secured over $9 million to enhance its AI-driven financial platform for consumer brands. The funding round was led by Vocap Partners, with participation from other investors. Drivepoint aims to use the funds to boost AI product development and expand its market reach to mid-market and enterprise brands. Brands like Curology, True Classic, and Oats Overnight have successfully implemented Drivepoint's platform.

TechCrunch
Sep 19th, 2022
Bainbridge Growth wants e-commerce brands to stop sales guessing game

The company gathers sales data for financial modeling and forecasting to track progress, show planned value and then value in real-time.

Bainbridge Growth
Nov 30th, 2021
Bainbridgegrowth launched Field Guide to DTC eCommerce Capital on Oct 30th 21'.

Bainbridgegrowth recently launched its Field Guide to DTC eCommerce Capital which is jam packed with all the information you need to know about using equity and debt to build your business.