Summation is building the future of business planning and analytics by bridging the gap between data and decision-making. We empower organizations to transform complex data into clear, actionable insights that drive business outcomes. Our AI-native platform integrates advanced data models with intuitive workflows, making enterprise performance management simple, collaborative, and effective.
The Role
We're looking for Forward Deployed Data Scientists to work directly with our enterprise clients: understanding their business, wrangling their data, and building the systems that let them actually run their business with data.
This is hands-on, high-impact work. You'll be embedded with enterprise clients, helping them go from "our data is a mess and everything lives in spreadsheets" to "we have systems that actually let us run the business." The interesting part isn't just solving one client's problem—it's figuring out how to solve it in a way that's repeatable, scalable, and increasingly automated.
The work involves SQL and Python, but the real job is architecting processes that work. You're not just writing queries—you're building the systems and workflows that let us (and AI) do this work faster and more reliably for every client that comes after.
What You'll Do
Client Work
Work directly with client finance, analytics, and operations teams to understand their data and what they're trying to accomplish
Translate undocumented schemas and fragmented datasets into clean, structured data—and do it in a way that's repeatable with AI, not just a one-off
Build the analytical foundation that lets clients actually run their business with data (resource allocation, scenario planning, business reviews that produce decisions, not just slides)
Apply statistical methods and modeling to answer business questions and validate that the systems are working
Building for Scale
As you solve problems for specific clients, extract reusable patterns and components. Your work compounds: the systems you build for one client become the starting point for the next five.
Help build the playbook and tooling that lets us onboard future clients faster
Contribute to our understanding of how to teach AI to do more of this work autonomously
Develop forecasting models and optimization systems that generalize across clients
Working with AI
Supervise teams of AI-powered agents to do data science work at scale—think of yourself as managing a squad of fast, capable (but imperfect) junior analysts
Re-engineer how data work gets done: what used to take two weeks should take two days, and what took two days should be automatic
Build the sanity checks and feedback loops that let you trust AI outputs—if something's off, you should know immediately
Continuously improve our workflows—kaizen for the AI era. Figure out what the AI can't do yet, teach it, and iterate
Must-haves
Strong SQL and data fundamentals. You can write complex queries, design schemas, and debug data issues. But more importantly, you understand data well enough to architect processes around it—not just execute tasks.
Production mindset. You don't just hand off a Jupyter notebook; you build systems that run reliably long after you've left the room.
Python and statistical fluency. You're comfortable with the modern data science stack and can apply statistical methods to real problems. You understand when a simple heuristic beats a complex model.
Experience with data modeling and financial/business metrics. You've built KPIs, dashboards, business reviews, or similar. You understand what a P&L is and aren't scared of accounting concepts like journal entries and allocations.
Product and business intuition. You can look at a business problem and figure out what needs to be built, not just how to build the schema. You could probably be a PM or a BizOps lead, but you chose to be technical because you like building things that work.
Comfort with ambiguity and client-facing work. You can talk to a VP of Finance, understand their problem, and translate it into a data solution. You don't need everything defined before you start.
AI fluency. You understand how to supervise AI—setting up feedback loops, verifying outputs, knowing when to trust it and when to dig in yourself.
High ownership and motivation. We care more about your drive than your pedigree. Performance = motivation × capability, and if you're motivated, you'll acquire whatever capabilities you're missing.
Nice-to-haves
Experience at a growth-stage startup where you had to scale operations, build from scratch, or wear multiple hats
Familiarity with dbt, Snowflake, Airflow, or similar modern data stack tools
Prior work on pricing, marketplace dynamics, financial reporting, or resource allocation problems
Experience with forecasting, optimization, or reinforcement learning concepts (we're building systems that help businesses allocate resources dynamically)
Experimentation and causal inference background—A/B tests, pricing experiments, propensity matching. Knowing how to measure the impact of interventions, not just describe correlations.
Bayesian thinking—comfort with uncertainty, updating beliefs with data, and building models that reflect how the world actually works
What we're not looking for
Black-box ML practitioners who want to throw data at neural nets without understanding the business problem. We value interpretable models and knowing why something works.
People who need extensive structure or management. We're a small team; you'll have a lot of autonomy and responsibility.
Anyone uncomfortable with the pace of change in AI. The tools are evolving fast, and so is how we work.
Competitive salary and equity options
Remote-friendly with expectation of monthly travel to Bellevue and periodic client visits
Flexible (Unlimited) Paid Time Off
Medical, Dental, and Vision benefits for you and your family
401(k) Plan
Parental Leave
Opportunities for growth and career development
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Summation Legal Technologies, Inc. is a privately-held company based in San Francisco, California, where it pioneered PC-based integrated litigation support software in 1988. Lauded in BusinessWeek and National Law Journal, winner of more major aw...
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