Deployment Strategist

Moder SolutionsConshohocken, PA
Onsite

About The Position

As a Deployment Strategist, you will lead the discovery, design, and implementation of AI-powered data solutions for mortgage, insurance, and financial services clients using Palantir Foundry and AIP. You will partner closely with clients to analyze complex operational workflows, identify high-impact business challenges, and translate disconnected data into scalable applications that improve underwriting, claims processing, servicing operations, and loan quality. You will build production-ready workflows within the platform while serving as a trusted strategic partner, synthesizing business needs, data insights, and technical capabilities to drive measurable operational outcomes.

Requirements

  • Bachelor’s Degree from a Four (4) year College or University.
  • 3 or more years in a role that required both analytical rigor and hands-on delivery — consulting, solutions engineering, technical account management, product management, or similar.
  • Ability to speak the language of data: comfortable exploring datasets, identifying what matters, and building a case for action from ambiguous, fragmented inputs.
  • Working proficiency with data and analytical tools — Python, SQL, R, or similar — sufficient to explore data independently, validate assumptions, and build basic workflows without relying entirely on an engineer.
  • Experience building or configuring software products within an enterprise platform environment.
  • Demonstrated ability to build and sustain senior client relationships at financial institutions, including executive-level conversations and multi-stakeholder environments.
  • Exceptional communication across every format: structured presentations, live workshops, written analysis, and direct conversations with skeptical executives.
  • Sharp product intuition and user empathy — a strong sense for what makes a workflow actually useful versus technically correct but operationally ignored.
  • Comfort with open-ended, unstructured problem environments where the right use case is discovered through engagement and data exploration, not defined upfront.

Nice To Haves

  • Hands-on experience with Palantir Foundry or AIP — having built or configured workflows inside the platform, even in a training or project context, is a strong differentiator.
  • Background in mortgage, insurance, or financial services — operational knowledge of loan origination, claims processing, servicing, or capital markets workflows is genuinely valuable.
  • Familiarity with Foundry concepts including ontology design, Pipeline Builder, Workshop, and object-based data modeling.
  • Understanding of AI concepts as they apply to enterprise workflows — RAG, agentic actions, AIP logic — sufficient to identify client use cases and scope them accurately.
  • Experience with data visualization or BI tools (Tableau, Power BI, or similar) as a complement to platform-native analytics.
  • Understanding of compliance and security frameworks relevant to regulated industries (SOC 2, HIPAA, state insurance regulations).

Responsibilities

  • Lead the discovery, design, and implementation of AI-powered data solutions for mortgage, insurance, and financial services clients using Palantir Foundry and AIP.
  • Partner closely with clients to analyze complex operational workflows, identify high-impact business challenges, and translate disconnected data into scalable applications that improve underwriting, claims processing, servicing operations, and loan quality.
  • Build production-ready workflows within the platform while serving as a trusted strategic partner, synthesizing business needs, data insights, and technical capabilities to drive measurable operational outcomes.
  • Go on-site with client analysts, operations teams, and business leaders to understand critical questions and identify pain points across mortgage, insurance, and financial services workflows.
  • Identify relevant datasets through deep engagement with client problems, understanding data existence, location, operational meaning, and connections to the problem.
  • Build a case for accessing the right data, working with Forward Deployment Engineers to integrate it into a stable and extensible pipeline on Palantir Foundry.
  • Synthesize discovery findings into a clear deployment roadmap: prioritized use cases, sequenced phases, defined success metrics, and a realistic plan.
  • Work directly within Palantir Foundry and AIP to configure and build bespoke workflows tailored to each client's operational environment.
  • Use Foundry's data exploration and ontology tools to interrogate datasets, understand object relationships, and surface important patterns.
  • Develop workflow applications in Foundry's Workshop, configure action types and object views, and build user interfaces.
  • Leverage AIP to scope and configure AI-assisted workflows where they apply, identifying where AI adds genuine operational value.
  • Build and deliver compelling demonstrations to clients, running live in Foundry against relevant data.
  • Serve as the primary relationship owner for client engagements, trusted to understand their business, surface problems, and provide honest feedback.
  • Lead training sessions to ensure platform adoption and impact on client operations.
  • Present results and proposals to various audiences, connecting platform outcomes to business impact.
  • Navigate organizational complexity in deploying data and AI tools within regulated financial institutions, managing stakeholder alignment, change management, and adoption.
  • Scope potential expansion opportunities within existing accounts and inform the business development team.
  • Incorporate field observations into platform improvements and new capabilities by embedding with product and engineering teams.
  • Bring structured field intelligence back from engagements regarding client needs, adoption challenges, and emerging workflow patterns.
  • Contribute to internal deployment playbooks, demo library, and accelerator toolkit.
  • Perform other related duties as assigned.
  • Comply with all company policies and procedures.
  • Maintain regular and punctual attendance.

Benefits

  • Equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.
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