Strategist, Agent Development - Financial Services

ABOUT US At Sierra, we’re creating a platform to help businesses build better, more human customer experiences with AI. We are primarily an in-person company based in San Francisco, with growing offices in Atlanta, New York, London, Paris, Madrid, Munich, Singapore, Japan, and Sydney. We are guided by a set of values that are at the core of our actions and define our culture: Trust, Customer Obsession, Craftsmanship, Intensity, and Family. These values are the foundation of our work, and we are committed to upholding them in everything we do. Our co-founders are Bret Taylor https://www.linkedin.com/in/brettaylor/ and Clay Bavor https://www.linkedin.com/in/claybavor/. Bret currently serves as Board Chair of OpenAI. Previously, he was co-CEO of Salesforce (which had acquired the company he founded, Quip) and CTO of Facebook. Bret was also one of Google's earliest product managers and co-creator of Google Maps. Before founding Sierra, Clay spent 18 years at Google, where he most recently led Google Labs. Earlier, he started and led Google’s AR/VR effort, Project Starline, and Google Lens. Before that, Clay led the product and design teams for Google Workspace. ABOUT THE FINANCIAL SERVICES TEAM - Financial Services is one of Sierra’s fastest-growing industries. Our customers are systemically important banks, neobanks committed to building more delightful banking software, insurers that provide protection for life’s most challenging moments, vertically integrated ecosystems like Rocket Companies, and more. The decisions we make impact millions of end customers and billions of dollars in economic activity. - Our financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. - Sierra’s Financial Services team is transforming the customer experience and building technology that makes the industry more accessible, human, and affordable for everyone. WHAT YOU’LL DO As part of Sierra’s Financial Services team, you will own end-to-end enterprise AI deployments for some of the most sophisticated financial institutions in the world. You will partner directly with senior executives to define their AI strategy, translate it into executable programs, and drive high-visibility deployments that handle millions of real customer conversations per year. - Serve as a strategic thought partner to C-suite and senior executives, shaping enterprise AI roadmaps and informing high-stakes transformation initiatives. Lead executive steering forums and decision-making processes, including preparation of strategic narratives and performance reporting. - Own multi-workstream, cross-functional programs from strategy through production deployment, driving alignment across technical, operational, compliance, and executive stakeholders. - Build durable executive relationships and lead high-stakes discussions around AI risk, compliance, operational redesign, and customer experience transformation. - Translate strategic objectives into production-grade AI systems — partnering closely with engineering and product to design, test, and iterate on agents deployed at enterprise scale. - Structure ambiguous business challenges into clear workstreams, define success metrics, and drive disciplined execution against measurable outcomes. - Contribute data-driven, strategic insights to customers’ and internal decisions. - Translate Financial Services’ unique challenges into scalable AI solutions and contributions to the Sierra’s Financial Services roadmap. WHAT YOU’LL BRING We’re particularly excited about candidates who have led complex, enterprise-facing engagements and are eager to move from ad