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About the Role
This is a senior, customer-facing product role at the intersection of enterprise AI deployment and financial services operations. You'll own the end-to-end delivery of an AI agent platform into complex customer environments, acting as the strategic and technical bridge between the product and the enterprise clients who depend on it. The work directly shapes how financial institutions automate 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 with enterprise customers to define objectives, requirements, and the operational landscape for successful deployments.
Guide customers in tailoring 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 POCs, due diligence, and managing the transition to implementation.
Collaborate with internal AI, Engineering, and Sales teams as the voice of the customer to influence the product roadmap.
Build scalable, high-quality onboarding and implementation processes that set all customers up for long-term success.
Manage project risks 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 customer environments.
Proven track record of owning complex, multi-stakeholder technical projects end-to-end — from scoping through to delivery.
Experience conducting deep technical and business requirements discovery with enterprise customers.
Comfortable using analytical tools, SQL, or data warehouses (e.g., BigQuery) to surface insights and guide decisions.
Experience supporting pre-sales cycles, including designing and running proof-of-concepts and technical due diligence.
Familiarity with compliance, security, or risk governance requirements in regulated or enterprise technology environments.
Background in financial services, banking, or fintech is a strong plus.
Experience with AI/ML product management, agent-based automation, or intelligent workflow design is advantageous.
Familiarity with responsible AI frameworks or ethical AI deployment standards is a plus.
Location
On-site in Los Angeles, CA. Visa sponsorship is not available for this role.
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