Overview
ABOUT THE ROLE
Full job description
ABOUT THE ROLE This is a senior, customer-facing product role at a fast-growing AI platform company serving the financial services sector. You will own the end-to-end deployment of AI agent solutions into enterprise customer environments, sitting at the intersection of product, engineering, and customer success. The work directly shapes how financial institutions automate complex customer operations at scale. WHAT YOU'LL DO
- Scope and lead end-to-end implementation projects that deeply embed the AI platform into customer operations and drive strategic outcomes.
- Conduct deep-dive discovery to define customer objectives, technical requirements, and the operational landscape needed for successful deployment.
- Guide customers in configuring and optimizing AI agent capabilities to solve unique operational challenges and maximize resolution rates.
- Proactively analyze performance data to track AI effectiveness, drive continuous improvement, and ensure customers realize measurable value.
- Serve as the primary technical interface during pre-sales, supporting proof-of-concepts, technical due diligence, and handoffs to implementation.
- Collaborate with internal AI, Engineering, and Sales teams, acting as the voice of the customer to shape the product roadmap.
- Build scalable onboarding and implementation processes that set customers up for long-term success.
- Manage project risk and governance related to AI deployment, ensuring solutions meet compliance, security, and responsible AI standards. WHAT WE'RE LOOKING FOR
- 5+ years in forward-deployed, customer-facing technical roles delivering enterprise software or AI platform implementations.
- Hands-on experience with APIs, system integrations, and technical solution design in enterprise environments.
- Track record of owning and delivering complex, multi-stakeholder technical projects end-to-end, from scoping through go-live.
- Experience supporting pre-sales cycles, including designing and running proof-of-concepts and technical due diligence.
- Comfortable using analytical tools and SQL or data warehouses (such as BigQuery) to surface insights and guide decisions.
- Clear, confident communicator across technical teams, enterprise customers, and senior leadership.
- Thrives in ambiguous environments by proactively creating structure and driving clarity.
- Experience managing compliance, security, or risk governance in regulated or enterprise technology deployments.
- Background in financial services, banking, or fintech is a strong plus.
- Familiarity with AI or agent-based automation, intelligent workflow design, or responsible AI governance frameworks is advantageous. LOCATION On-site in Los Angeles, CA, United States. Visa sponsorship is not available for this role.
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