The Technical CSM is a technical-forward hybrid role that accelerates value to Agiloft customers. The FDE does hands-on technical work in response to expressed and observed customer opportunities by embedding within strategic customer accounts. FDEs rapidly execute business use cases with customers on Agiloft by partnering with Customer Success Managers and customers to deploy and optimize AI-native capabilities within Agiloft.
You will work directly with enterprise customers to:
- Identify customer opportunities as business use cases
- Translate business use cases into working technical solutions
- Design and deploy AI-enabled workflows
- Configure advanced platform capabilities
This is not a purely advisory role. FDEs build, configure, and deploy production-ready solutions in real customer environments and are expected to move quickly from diagnosis to implementation. This is a customer-facing role that may include training and assisting with customer enablement.
This role requires autonomy and collaboration because it demands strong independent execution within defined solution patterns, collaboration with senior team members on complex architectural decisions, and a constant feed-forward of insights and demand signals to product.
FDEs are tasked with facilitating significant AI adoption and utilization by collaborating closely with clients and expediting the implementation of high-impact workflows. Achievement in this position is measured by consistently increasing customer value delivery measured through consumption, rather than solely by deployment activities.
Job Responsibilities
- Partner directly with enterprise customers to identify opportunities and unmet needs, and quickly translate loosely defined requirements into actionable, working solutions within the product.
- Co-develop business and technical requirements with solution pattern domains.
- Configure and deploy AI-enabled workflows using Agiloft Screens and PromptLab.
- Translate real-world use cases (e.g., regulatory review, contract analysis, automation needs) into implemented solutions.
- Diagnose and resolve workflow, configuration, and integration challenges.
- Determine when to guide customers through solutions versus directly implementing on their behalf to accelerate outcomes.
- Tune prompts and evaluate model outputs for reliability and consistency.
- Embed AI capabilities directly into operational workflows.
- Validate and refine AI-driven outputs to meet business requirements.
- Define activation success criteria and usage metrics for each deployment.
- Optimize workflows to increase sustained, repeatable usage.
- Partner with CSMs to convert initial deployments into habit-forming workflows.
- Ensure AI implementations translate into business outcomes customers value.
- Act as a technical execution partner within Customer Success Manager-led activation strategies.
- Train customer administrators and superusers.
- Document implementation patterns and best practices.
- Provide consistent product feedback based on real-world deployments.
- Collaborate closely with Customer Success, Professional Services, and Product teams.
- Contribute to development of repeatable AI activation patterns and playbooks.
- Identify opportunities to standardize and scale successful implementations.
- Provide feedback on when FDE vs CSM vs Professional Services should engage.
- Surface common blockers and inform Product and Enablement teams.
What You'll Do
Customer-Embedded Technical Delivery
AI Workflow Deployment
Driving Usage & Outcomes
Enablement & Collaboration
FDE Operating Contribution
Other duties as assigned.
Required Qualifications
- Strong client-facing communication skills — able to engage both technical and business stakeholders.
- 3–6 years of experience implementing or configuring enterprise SaaS platforms.
- Experience working with LLM tooling and prompt engineering in applied environments.
- API and integration experience in production environments.
- Ability to translate business requirements into technical architecture.
- Comfortable working independently in a fully remote environment.
Preferred Qualifications
- Working knowledge of Python or another commonly used programming language.
- Familiarity with RAG (Retrieval-Augmented Generation) architectures.
- Experience integrating SaaS platforms with CRM, ERP, or document management systems.
- Experience with workflow automation or process automation platforms; legal tech and CLM experience are a plus.
- Experience in regulated industries.
- Exposure to change management frameworks.
- Experience designing or implementing enterprise integrations is highly valued.
What Makes a Strong FDE at Agiloft
- You are execution-oriented and hands-on.
- You move quickly from diagnosis to implementation.
- You are comfortable embedding in complex customer environments and owning defined outcomes.
- You enjoy solving practical business problems using AI and automation.
- You balance technical depth with clear customer communication.
- You are curious and continually refine your solutions.
- You thrive in remote collaboration environments.
- You focus on driving usage and outcomes, not just completing implementations.
- You balance speed with practicality, shipping MVP solutions and iterating quickly.
Success in First 6 Months
- 5–10 strategic accounts activated with measurable AI usage and consumption growth, resulting in ~20–30 high-quality workflows with sustained adoption (not just initial deployment)
- Capture and synthesize recurring use cases, patterns, and unmet customer needs, and feed those signals back into Product to inform scalable solutions and drive broader consumption across the customer base.
Agiloft offers a comprehensive benefits package for US employees including but not limited to the following:
- Medical, dental, and vision insurance
- Short term and long-term disability
- Life insurance and AD&D
- Supplemental life insurance (Employee/Spouse/Child)
- Health care and dependent care Flexible Spending Accounts
- 401(k) with company match
- Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non- overtime eligible) position.
- Paid parental leave
- Voluntary benefits including pet insurance
What We Do
Agiloft is the global value leader in data-first contract lifecycle management (CLM), offering the industry’s only no-code platform with AI on the Inside™ to enhance efficiency, cut review times by up to 80%, and accelerate business. Its Data-first Agreement Platform (DAP) transforms contracts into strategic, data-rich assets, integrating with 1,000+ systems to drive decisions and efficiency. Trusted by brands like Alkermes, Balluff, and TaylorMade, Agiloft boasts a 96% renewal rate and 100% satisfaction for implementations. Backed by KKR, JMI Equity, and FTV Capital, Agiloft empowers businesses to drive smarter strategies, faster decision-making and game-changing competitive advantage. Learn more at www.agiloft.com. We're hiring! To view our current job openings, please visit https://www.agiloft.com/jobs.htm.
Why Work With Us
We are a passionate group of humans dedicated to helping other humans thrive. We may work with contracts, but with careers at Agiloft, the most important contract we keep is the human contract, the commitment we have to each other.
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