5-7 years of experience in designing conversational or transactional flows
Proven ability to navigate complex stakeholder environments
Strong analytical skills with experience in data-driven decision making
Familiarity with APIs and technical discussions with IT teams
Demonstrated success in account growth through performance metrics
Experience in building processes or frameworks from the ground up
Comfortable with AI tools and automation in a fast-paced environment
Responsibilities
Design and optimize AI agents for client storefronts
Facilitate workshops for scoping and production sign-off
Transition proof-of-concept agents to production within tight timelines
Define and track KPIs to measure performance across the sales funnel
Analyze data to identify and address conversion issues
Explore and propose new opportunities for account growth
Collaborate with diverse stakeholders to align project goals
Benefits
Flexible work environment
Opportunities for professional development
Access to cutting-edge AI tools and technologies
Collaborative team culture
Potential for career advancement within the company
Full Job Description
The role The world's insurers, lenders and wealth platforms have all reached the same conclusion in the same year: their customers are starting their buying journey inside an AI assistant. You take a client from "we want to sell inside ChatGPT" to a live, converting and optmized AI storefront. You will design agents, run workshops to scope, test and sign-off deployments. Once the agent is live, you will be deep diving into the data, leading experiments and testing hypothesis to increase conversion.
What you'll own
The agent design. The core craft: funnel design, order and phrasing, branches, edge cases, the human handoff.
Navigating enterprise clients: You run the scoping workshop: discovery, scoping, and production sign-off. The P&L sponsor, the digital lead and the brand lead are all in the room wanting different things, and you will need to know how to move the program forward.
Win and expand: POC to production grade agent. POC live within four weeks of kick-off, production within ten weeks of validation.
Improve performance. Define KPIs for each account across the real funnel (conversation, quote, lead, bound), define metrics definitions and instrumentation behind it. Deep dive into the data, and drive improvements forward.
Grow the account. Discover new opportunities and use-cases to grow the account.
What we're looking for
You have designed a conversational or transactional flow yourself, and you can tell us why one question came before another, and one thing you cut on purpose.
You can hold a room where the sponsor wants the date, the digital lead is judged on conversion, and the compliance lead is concerned about the risks from AI.
You read an API, know exactly what to ask a client's IT team.
You open the raw session data yourself, find where the funnel leaks, and say what to change first and what to instrument next. You argue with evidence, not opinion.
You have put numbers in front of a buyer and grown an account on the strength of them.
You have built something where nothing existed before: a delivery motion, a success function, a playbook that became the way it is done.
You are AI-native. New tools, ambiguous problems and automation for leverage are all normal to you.
