Forward Deployed AI Product Manager, FSI

We are hiring a Forward Deployed AI Product Manager (FDPM) to be the connective tissue between our clients and our engineering teams. This is not a traditional PM role. You will live at the intersection of product strategy, technical delivery, and client partnership - spending meaningful time embedded with banks, credit unions, and insurance carriers to deeply understand their workflows, then translating those insights into AI-powered solutions that ship. Think of this as: part Product Manager, part Implementation Consultant, part Pre/Post-Sales Engineer. Whether you have run operations inside a bank, credit union, or insurance carrier, implemented enterprise software at a core banking, digital banking, policy administration, or claims vendor, or advised financial services clients as a consultant - if you have felt the pull toward product and AI, this role was built for you. What You'll Do: Client Engagement & Discovery Serve as the primary Product point of contact and trusted advisor for a portfolio of banking and insurance clients, including owning relationships across contact center operations, digital and channel leadership, claims and servicing operations, IT, and risk/compliance stakeholders, often working alongside C-suite sponsors. Lead structured discovery engagements - interviews, workflow mapping, call and queue observation, side-by-sides with agents, and document analysis - to surface automation opportunities and unmet customer, policyholder, or operational needs. Define the “art of the possible” for each client, helping them connect their operational pain points to our AI platform capabilities - while respecting the regulatory and disclosure constraints they operate under. Solution Design & Scoping Review the pre-sales Statement of Work drafted by the Solution Architect to confirm scope, feasibility, and design alignment before it is signed by the customer. Translate real-world workflows - card disputes and fraud alerts, payments and transfers, account and policy servicing, loan servicing and collections, first notice of loss (FNOL) and claims status, premium billing - into structured product and configuration requirements, in collaboration with Forward Deployed Engineers (FDEs), Applied ML, and Solution Engineers. Own the quality, consistency, and completeness of the Autopilot design and specification documents that serve as the handoff to engineering, including required disclosures, authentication and identity-verification steps, consent capture, and human-handoff criteria. Define the business success metrics for the engagement (time-to-value, containment/call deflection, self-service completion rate, first-contact resolution, average handle time, claims and dispute cycle time, cost per contact) with the client. Enforce scope discipline during UAT - route requests outside the agreed design doc and SOW to the Sales/Account team so that they follow change order processes, rather than absorbing them into the current engagement. Pilots, Deployment & Value Delivery Own 0→1 deployments end-to-end (from pilot kickoff through go-live): manage timelines, stakeholder communication, change management, and the iteration cycle to production-ready deployments. Generate test criteria from build artifacts and conduct manual validation (e.g., live call testing, authentication and disclosure path testing) before approving customer UAT. Partner with the client’s compliance, legal, and information security teams to clear the reviews and control requirements that gate go-live in regulated environments. Drive customer UAT to completion as efficiently as possible, including on-site travel for strategic or marquee accounts to accelerate UAT and fine-tuning. Monitor deployed Autopilots post-launch by using observability tooling, evaluating performance, and driving resolution of issues that surface. Ensure clients and Customer Experience Managers (CXMs) can successfully measure business success metrics for the deployment before handing…