Strategist, Agent Development - Financial Services
About this role
Taking agents from initial scope through conversation design, tooling, and evaluation to launch and continuous iteration in production occupies the core of this role. The strategist owns how Sierra’s AI agents come to life for financial services customers, partnering directly with enterprise leaders and working teams to build modern tools that handle high-stakes customer interactions. Operating at the intersection of product and customer-facing work, the team transforms complex industry problems into deployed agents that measurably move business metrics.
Sierra builds the leading platform for customer-facing AI agents, working with major global brands to transform customer service and growth. The financial services team collaborates with systemically important banks, neobanks, and insurers whose decisions impact millions of end customers and billions of dollars in economic activity. Ideal candidates possess strong technical aptitude, strategic problem-solving skills in ambiguous environments, and genuine energy for building trusted relationships with enterprise customers.
What you will do
- Own the agent development life cycle by taking agents from initial scope through conversation design, tooling, evaluation, and production launch.
- Act as a trusted strategic advisor to enterprise leaders by understanding their business goals and shaping their AI strategy.
- Partner with customer working teams day to day to run working sessions, troubleshoot issues, and keep builds on track.
- Surface unmet customer needs from daily interactions and feed them back to research and platform teams to shape product direction.
- Define evaluation and quality bars for new agents and use metrics to drive measurable outcome improvements week over week.
What you need
- Demonstrate customer obsession with a genuine energy for understanding customer needs and building trusted relationships.
- Communicate clearly and persuasively across both technical and non-technical audiences.
- Apply strategic problem-solving skills in ambiguous environments to break down complex problems and adapt quickly.
- Maintain technical aptitude with the comfort to engage directly with API documentation, data models, and system architecture.
- Show a track record of running multiple complex, high-visibility projects simultaneously and driving them to outcomes.
Nice to have
- Experience building or deploying AI/LLM agents in production with eval frameworks, agent tooling, RAG, and prompt engineering
- Background as a founder, founding team member, or operator who balances craft, ownership, and speed
- Degree in Computer Science, Engineering, Mathematics, a related technical field, or an MBA with experience at the intersection of technology and business
- Experience in financial technology, financial institution implementations, or familiarity with security and compliance requirements like fair lending and PII handling
Benefits
- Offers Equity
Skills and tech stack
Questions candidates ask
What is the work location policy?
Sierra is primarily an in-person company based in San Francisco, with growing offices across North America, Europe, and Asia.
What is the salary range for this role?
The position offers a salary range of $200K to $290K along with equity.
What types of clients does the financial services team work with?
The team works with systemically important banks, neobanks building banking software, insurers, and vertically integrated ecosystems like Rocket Companies.
What are the core company values at Sierra?
The company is guided by values of Trust, Customer Obsession, Craftsmanship, Intensity, and a commitment to balancing Family along the way.