Databook

Solutions Engineer

• 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

Databook

Solutions Consultant – AI & Agentic Workflows

AI Solutions Engineer – Agentic Workflows