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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading end-to-end agent delivery, including scoping, building, and launching voice agents while ensuring compliance and optimizing customer success. Possesses strong communication skills and a data-driven mindset to address customer needs and enhance operational standards.
Highest-signal resume keywords
End-To-End Agent DeliveryCustomer Success ManagementData IntuitionTechnical Account ManagementExperience in Regulated Financial Services
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Voice Agent DevelopmentConversation Flow DesignCompliance RequirementsData AnalysisAgent Deployment
Soft Skills
Effective CommunicationCustomer Relationship ManagementAdaptabilityProblem-Solving
Tools & Technologies
CursorClaude Code
Industry Keywords
MortgageLendingFinancial ServicesStartup Experience
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Lead end-to-end agent delivery — scoping, building, launching, and iterating on voice agents in production
- Reshape agents around how a specific lender operates, including conversation flows, edge cases, compliance requirements, and human handoff moments
- Act as the primary point of contact and trusted advisor for customers
- Understand customer success criteria and shape the plan to achieve them
- Guide customers toward optimizing agents for their particular needs
- Implement agent changes through Cursor and Claude Code
- Monitor account health proactively and address issues before escalation
- Surface unmet needs and customer patterns back into the roadmap
- Help define playbooks and operating standards as the company scales the team
Requirements
What you’ll need- A clear, effective communicator with real polish — you can deliver good news, bad news, and everything in between without losing a customer's trust
- A track record of owning outcomes end-to-end in an ambiguous, fast-moving environment — not just executing a defined scope
- Good data intuition — you don't need to be a SQL expert, but you should be comfortable looking at a dataset and knowing what it's telling you
- A willingness to learn — no prior experience in AI is required, but you should want to go deep on a technical product
- Experience working directly with customers or partners: agent deployment, agent strategy, strategic partnerships, technical account management or similar
- Familiarity with mortgage, lending, or another regulated financial services vertical
- Experience working at early stage startups
Benefits
Comp & perks- Top-of-market medical, dental, and vision coverage for you and your dependents
- 401(k) with a top-of-market employer match
- Unlimited PTO
- Snacks, weekly team lunches, and dinner on the company
- Hybrid in-office schedule: four days a week together in SF, with a flexible remote day on Wednesdays
