Forward Deployed Engineer

Excerpt from the original posting

About us 

We are Valis - a company building an institutional AI operating layer for mid-market companies: shared company memory, workflow mining and agentic automation. 

Why this role exists 
Forward Deployed Engineer owns the client side of the technology: from the first technical call, through access and rollout, to day-to-day support. 

What you will do 
Pitch and due diligence
- Join deal calls once the client brings in IT, security or lawyers. First sales calls happen without you.
- Answer technical, security and compliance questions from the trust pack, and add every new answer to it.
- Keep every claim true: certified vs in progress, shipped vs planned.
- Questions we have heard: “Are you actually SOC 2 / ISO 27001 certified?”, “How will you tell us when a sub-processor like Anthropic changes?”, “How do you bring HR, ERP, CRM and CAD access under one umbrella?”

Access and connectivity
- Run the technical questionnaire and maintain the “connector exists / doesn’t exist” table for each client.
- Get working access fast. Store credentials in 1Password (read-only, IP-locked) and test each key the day it arrives.
- Walk client IT through the Google service account and Microsoft app setup. Connect Slack, Google Workspace, Microsoft 365, the task tracker, HRIS and DWH.
- Record where each deployment runs: a VALIS server or the client’s own cloud.
- Work through the client’s DWH with support from the development team.

Rollout
- Agree the pilot scope with the GTM Director / Deployment & Advisory Director. A typical first week covers transcripts, notes and sharing, with connectors still off.
- Run install sessions, and keep the install guide and FAQ current.
- Check the client tenant before users arrive: release version, tenant verification, permissions.

Run and support
- Own each client’s support channel and answer within one working day.
- Handle L1 yourself: installation, updates, OS permissions, sign-in.
- Handle L2: reproduce the issue, collect logs, and route it to the right product owner with a clean bug report.
- Report adoption from the admin console to the GTM lead every week.
- Turn repeated questions into the FAQ and, later, into a support agent. Your field notes shape the product roadmap.

Must have 
- 4+ years in a technical, client-facing role: solutions engineer, sales engineer, technical account manager, implementation or integration engineer, or a backend/data engineer who has worked directly with customers.
- Hands-on with integrations…

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