Outcome Strategist

Casap•New York, NY

11d•Remote

About The Position

Casap is hiring one of its first Outcome Strategists to help financial institutions identify and deliver high-impact uses of AI. The role partners with banks, credit unions, and fintechs to understand their operations, evaluate opportunities using customer data, and work with Casap founders, engineering, and product teams to deliver measurable outcomes. The position is remote within the United States, with travel to customer sites about 25% to 50% of the time. The strategist will guide deployments from opportunity discovery and pilot design through production launch and ongoing optimization. They will configure AI agents, determine which work can run on Autopilot and which should remain with customer staff, and ensure deployments meet customer policies, risk tolerances, compliance, model governance, and auditability requirements. They will also expand customer partnerships and translate field learnings into repeatable product playbooks. Casap builds AI agents for financial institutions across disputes, fraud, collections, claims, and related workflows. The company says it serves more than 100 banks, credit unions, fintechs, and processors. Its compensation package includes a competitive base salary and equity for full-time roles, with bonuses and commission plans for applicable roles. Final compensation varies with market conditions, location, and qualifications.

Requirements

At least 5 years of experience in a client-facing deployment, consulting, or product role working directly with enterprise customers to understand operations and deliver solutions that changed how they work.
A track record of owning measurable outcomes, not just delivering projects.
Comfort working in regulated, high-stakes environments where accuracy, compliance, and auditability matter as much as speed.
Ability to break ambiguous operational problems into clear, prioritized steps.
Strong analytical skills and comfort using SQL or advanced spreadsheets to size opportunities or prove impact.
Technical fluency sufficient to read API documentation, follow data models and system architecture, and participate in engineering tradeoff discussions; production coding is not required.
Ability to build trust with stakeholders from operations analysts to CEOs, and to write and present clearly.
High agency, including the ability to anticipate needs, manage several engagements at once, and do what it takes to get customers live.

Nice To Haves

Experience at a forward-deployed company such as Palantir, Sierra, or Scale AI, or at a top-tier consulting firm such as McKinsey, BCG, Bain, or Oliver Wyman.
Hands-on experience deploying AI or LLM agents in production, such as designing evaluations, writing prompts, or defining quality bars.
Experience as a founder, early employee, or operator balancing craft, ownership, and speed.
Light scripting in Python or SQL for analysis and prototyping.

Responsibilities

Embed with customer operations, fraud, and executive teams to understand current workflows in disputes, fraud, collections, claims, and onboarding.
Analyze customer data and workflows to identify where AI can most improve outcomes.
Quantify opportunities in dollars, hours, and risk, and present clear recommendations to stakeholders ranging from frontline managers to C-suite executives.
Design pilots with defined success metrics and demonstrate results using the customer's own cases and data.
Configure AI agents and determine what runs on Autopilot versus what remains with customer personnel, according to customer policies and risk tolerance.
Launch deployments and continuously tune them to achieve lower losses, faster resolutions, and time savings for staff.
Ensure deployments satisfy requirements for compliance, model governance, and auditability, and help customers explain AI decisions to examiners and regulators.
Develop successful deployments into further partnership opportunities and work with Sales on expansion.
Share field learnings with Product and Engineering and turn individual successes into repeatable playbooks for Casap customers.