Summary:
As a Development Strategist you will lead the discovery, design, and implementation of AI-powered data solutions for mortgage, insurance, and financial services clients using Palantir Foundry and AIP. Partner closely with clients to analyze complex operational workflows, identify high-impact business challenges, and translate disconnected data into scalable applications that improve underwriting, claims processing, servicing operations, and loan quality. Build production-ready workflows within the platform while serving as a trusted strategic partner, synthesizing business needs, data insights, and technical capabilities to drive measurable operational outcomes.
Essential Job Duties and Responsibilities:
Discovery & Problem Definition
- Go on-site with client analysts, operations teams, and business leaders to understand the critical questions they need to answer and locate their biggest pain points across mortgage, insurance, and financial services workflows.
- Identify the relevant datasets through deep engagement with client problems — understanding what data exists, where it lives, what it means operationally, and how it connects to the problem at hand.
- Build a case for gaining access to the right data, working with Forward Deployment Engineers to integrate it into a stable and extensible pipeline on Palantir Foundry.
- Synthesize what you learn in discovery into a clear deployment roadmap: prioritized use cases, sequenced phases, defined success metrics, and a realistic plan to get there.
Platform Work & Workflow Development
- Work directly within Palantir Foundry and AIP to configure and build bespoke workflows tailored to each client's operational environment — this is hands-on platform work, not advisory.
- Use Foundry's data exploration and ontology tools to interrogate datasets, understand relationships between objects, and surface the patterns that matter to the client's decisions.
- Develop workflow applications in Foundry's Workshop, configure action types and object views, and build the interfaces that client users will rely on daily.
- Leverage AIP to scope and configure AI-assisted workflows where they apply — understanding the platform's capabilities well enough to identify where AI adds genuine operational value for the client.
- Build and deliver compelling demonstrations to new and existing clients, running live in Foundry against relevant data — not slide decks.
Client Engagement & Adoption
- Serve as the primary relationship owner for Moder's client engagements — the person the client trusts to understand their business, surface the right problems, and tell them the truth about what is and is not working.
- Lead training sessions to ensure the platform is meeting user needs and is being used widely enough to have concrete impact on the client's operations.
- Present results and proposals for future work to audiences ranging from analysts to C-suite executives, connecting platform outcomes to business impact in terms that drive decisions.
- Navigate the organizational complexity of deploying data and AI tools inside regulated financial institutions — stakeholder alignment, change management, and institutional adoption.
- Scope potential expansion opportunities within existing accounts and inform Moder's business development team on client readiness for new engagements.
Product Feedback & Cross-Functional Collaboration
- Embed periodically with Moder's product and engineering teams to incorporate what you saw in the field into platform improvements and new capabilities.
- Bring structured field intelligence back from every engagement: what clients need, what is not landing, and what workflow patterns are emerging across the mortgage, insurance, and financial services space.
- Contribute to Moder's internal deployment playbooks, demo library, and accelerator toolkit based on what you build and learn across engagements.
Other Job Duties and Responsibilities:
Performs other related duties as assigned.
Comply with all company policies and procedures.
Maintain regular and punctual attendance.
Supervisory Responsibilities:
- This position is an individual contributor.
Qualifications:
To perform this job successfully, an individual must be able to perform eachessential functionsatisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and/or Experience:
Required
- Bachelors Degree from a Four (4) year College or University.
- 3 or more years in a role that required both analytical rigor and hands-on delivery consulting, solutions engineering, technical account management, product management, or similar.
- Ability to speak the language of data: you are comfortable exploring datasets, identifying what matters, and building a case for action from ambiguous, fragmented inputs.
- Working proficiency with data and analytical tools Python, SQL, R, or similar sufficient to explore data independently, validate assumptions, and build basic workflows without relying entirely on an engineer.
- Experience building or configuring software products within an enterprise platform environment you have worked inside a system, not just recommended what to do with one.
- Demonstrated ability to build and sustain senior client relationships at financial institutions, including executive-level conversations and multi-stakeholder environments.
- Exceptional communication across every format: structured presentations, live workshops, written analysis, and direct conversations with skeptical executives.
- Sharp product intuition and user empathy a strong sense for what makes a workflow actually useful versus technically correct but operationally ignored.
- Comfort with open-ended, unstructured problem environments where the right use case is discovered through engagement and data exploration, not defined upfront.
Preferred
- Hands-on experience with Palantir Foundry or AIP having built or configured workflows inside the platform, even in a training or project context, is a strong differentiator.
- Background in mortgage, insurance, or financial services operational knowledge of loan origination, claims processing, servicing, or capital markets workflows is genuinely valuable.
- Familiarity with Foundry concepts including ontology design, Pipeline Builder, Workshop, and object-based data modeling.
- Understanding of AI concepts as they apply to enterprise workflows RAG, agentic actions, AIP logic sufficient to identify client use cases and scope them accurately.
- Experience with data visualization or BI tools (Tableau, Power BI, or similar) as a complement to platform-native analytics.
- Understanding of compliance and security frameworks relevant to regulated industries (SOC 2, HIPAA, state insurance regulations).
Certificates, Licenses, Registrations:
Work Complexity:
Problems and issues faced are general, and may require understanding of broader set of issues but typically are not complex. May require familiarity with the financial/mortgage (or job-specific) industry. Problems require understanding of other job areas. Problems are typically solved through drawing from prior experiences, with analysis of the issue.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.
Job Responsibilities:
The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.
