Qualifications

• 5+ years of experience in implementation, product management, consulting, or enterprise onboarding, particularly with AI in banking/credit unions.
• Domain experience from working in an American bank or credit union.
• Proficiency in workflow mapping, identifying use cases, and converting needs into product specifications.
• Strong communication skills, particularly in engaging with senior executives and leaders at financial institutions.
• Possess a growth mindset and curiosity, with a desire to drive initiatives and enhance customer success.

Responsibilities

• Lead onboarding and implementation across various customer departments, aligning timelines, scope, and expectations.
• Conduct discovery calls to identify use cases, edge cases, and integration requirements.
• Develop product scoping documents and delivery blueprints for agentic AI workflows.
• Engage with executive stakeholders to present insights on how Agentic AI delivers measurable ROI and operational transformation.
• Collaborate with sales, customer success, and product teams to ensure overall customer success.

Benefits

• Be part of shaping the future of the trillion-dollar banking industry using advanced AI technology.
• Confront and solve ambiguous implementation challenges.
• Competitive compensation package including premium benefits and equity options.
• Opportunity to work alongside a talented team of engineers, builders, and leaders, including experienced founders.
• Gain exposure to an operational environment with production agents already live with revenue-generating customers.
• Join a team backed by Tier 1 Silicon Valley venture capitalists.