Strategist, Agent Development - Financial Services

Sierra
San Francisco, New York
Workplace: OnsiteFull timeUSD 200,000 - 290,000 annuallyFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Customer obsession","Communication","Strategic problem-solving","Analytical thinking","Ownership"]

Own how AI agents come to life for financial services customers—from initial scope and conversation design through evaluation, launch, and continuous iteration in production. Serve as a trusted strategic advisor to enterprise leaders while partnering with working teams day to day to troubleshoot and keep builds on track. Translate business goals into agents that measurably improve customer outcomes, and feed customer insights back into product, research, and platform.

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FursaFursa
Sierra
Sierra
1 day ago

Strategist, Agent Development - Financial Services

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Own how AI agents come to life for financial services customers—from initial scope and conversation design through evaluation, launch, and continuous iteration in production. Serve as a trusted strategic advisor to enterprise leaders while partnering with working teams day to day to troubleshoot and keep builds on track. Translate business goals into agents that measurably improve customer outcomes, and feed customer insights back into product, research, and platform.
Location: San Francisco, New York
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Own the agent development lifecycle from initial scope through conversation design, tooling, evaluation, launch, and continuous production iteration.
  • •Act as a trusted strategic advisor to enterprise leaders to shape AI strategy and define what success means for the business.
  • •Partner with customer working teams day to day by running working sessions, troubleshooting agent issues, and making launch-critical decisions.
  • •Directly impact product by surfacing unmet customer needs and feeding them back to research and platform.
  • •Drive measurable improvements by tuning agents relentlessly to outperform and meet quality/evaluation bars in the real world.

Pay and Benefits

Salary: USD 200,000 - 290,000 annually
Equity and Bonus:Equity
Perks:Paid LeaveHealth InsuranceDentalVisionLife InsuranceDisabilityRetirementParental LeaveFertility Benefits

Key Requirements

  • •Demonstrated customer obsession with strong relationship-building in complex organizations.
  • •Clear, persuasive communication across technical and non-technical audiences.
  • •Strategic problem-solving in ambiguity, with analytical skills to identify risks early and adapt quickly.
  • •Technical aptitude to engage with APIs, data models, and system architecture tradeoffs during design discussions.
  • •Interest in financial services and experience with fintech implementations or familiarity with security and compliance needs (e.g., fair lending, PII handling).
Experience:Financial servicesFintechAI/LLM agents
Education:Bachelor's
Skills:Customer obsessionCommunicationStrategic problem-solvingAnalytical thinkingOwnership
Tech Stack:API documentationRAGPrompt engineeringEval frameworksAgent toolingAI agentsLLM

Company Brief

Sierra
Develops advanced AI agents and tools focused on building autonomous, generalist machine learning systems to assist developers and enterprises in automating complex workflows, decision-making, and application-level tasks.
Industry: AI & Machine Learning
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