Databook · 2 months ago
Agent Builder/Solutions Engineer
Palo Alto, California, United States
Full-time
Onsite
Mid LevelDatabook is the world’s first AI-powered enterprise customer intelligence platform, founded in 2017 to enhance the sales experience for enterprise teams. The Agent Builder/Solutions Engineer will design and implement AI-driven workflows for various customer-facing roles, ensuring that solutions meet real business needs and improve operational efficiency.
Enterprise SoftwareGenerative AISaaSSales
Responsibilities
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
Qualification
Required
Strong business acumen with the ability to understand customer workflows, surface current-state problems, and translate desired future-state outcomes into deterministic agent logic
Experience in a customer-facing role such as forward-deployed engineering, solutions engineering, value consulting, RevOps, or similar functions where you owned both problem discovery and solution design
Ability to work through ambiguous cross-functional processes and turn them into structured, scalable workflows that can support multiple personas and industries
Experience writing PRDs, workflow diagrams, logic specifications, or similar design documentation
Familiarity with APIs, SQL, JSON, Salesforce objects, Slack data, enterprise systems, and data orchestration
Ability to translate ambiguous, cross-functional workflows into structured agent logic that scales across personas and industries
Experience building eval harnesses with edge cases, gold outputs, confidence scoring, and hallucination safeguards
Comfortable working directly with customers as a forward-deployed engineer, field engineer, or solutions engineer
Strong communication and storytelling skills, especially when presenting technical decisions to senior leaders
Experience operating in fast-moving environments and iterating quickly using measurable evaluation feedback
Preferred
Experience in B2B SaaS, RevOps, AI copilots, or enterprise workflow design is a plus
Bonus: experience with golden dataset creation, closed-loop analytics, or agent optimization
Benefits
Competitive salary and equity
Employer contribution to Medical, Dental, Vision
401k Retirement Plan
Unlimited PTO
Employee referral bonus program
Company
Databook
Databook’s Strategic Relationship Management (SRM) platform uses advanced AI to empower the world’s largest B2B sales teams
Founded in 2017
51-200 employees
H1B Sponsorship
Databook has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
2022 (2)
2021 (1)
Funding
Current Stage
Growth StageTotal Funding
$71MKey Investors
Bessemer Venture PartnersM12 - Microsoft's Venture Fund
2022-02-14Series B· $50M
2021-04-27Series A· $16M
2020-02-12Seed· $5M
Leadership Team
Anand Shah
Co-founder and CEO
Alex Barrett
Co-Founder
Recent News
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Company data provided by crunchbase