Deployment Strategist, Enterprise AI Fintech (NYC/SF)

Lavendo partners with startups and high‑growth companies to help them hire top‑tier sales, GTM, and technical talent. This role is with one of our clients; we’ll share full details about the company and interview process as we get to know you and confirm mutual fit.

About the Company

Our client is an AI-native software company building the operating system for mortgage servicing. It just raised a $150M Series D at a $2B+ valuation, led by Ribbit Capital with participation from Andreessen Horowitz.

The company ran its own mortgage servicer before becoming a software company, so the platform was built around real operations. Loan records, money movement, workflows, task management, and audit trails sit in one system, and native AI agents work inside its permissions and controls.

Demand is already there - $200M+ in contracted ARR within its first six months in market, and institutions behind roughly one in six U.S. mortgages are under contract to run on the platform.

The Mission

Replace the legacy systems that run American mortgages with software where AI can do real work, with the context, controls, and audit trail that regulated finance demands.

The Opportunity

The contracts are signed. Your job is to turn them into live, high-performing operations.

As a Deployment Strategist , you are the person a servicer's COO calls when a migration gets hard. You will sit with escrow, foreclosure, and cash teams, find where their process breaks, and redesign it with product and engineering. You pull the data yourself, settle the discrepancies, and stay on the hook until the numbers move.

You will also use AI and coding agents daily to investigate faster and build the tools your team needs. The deployment function is still being built, so the playbooks, tooling, and AI workflows that define how this company delivers are yours to write.

If you want the scope of a startup operator, direct access to senior executives, and the backing of a $2.3B company, this is the role.

What You'll Do

Own deployment workstreams from discovery through configuration, migration, launch, and adoption

Map client workflows, find platform gaps, and align client leadership on priorities and sequencing

Investigate data across the platform, client operations, and capital-partner records

Work onsite with specialists in escrow, foreclosure, loss mitigation, and cash operations

Turn operational findings into product and engineering requirements

Coordinate engineering, product, compliance, executives, and external partners without disrupting live operations

Build reusable playbooks, internal tools, and AI workflows for the whole team

Stay accountable after launch for adoption, performance, and business results

What You Bring

3-6 years in strategy consulting, investment banking, private equity, hedge funds, or high-growth startups

Undergraduate degree from a top university

Proof that you built or defined playbooks, tooling, and processes from scratch

Hands-on use of AI tools and coding agents

Hybrid in NYC (Union Square) or SF (SoMa), 3-4 days in office (relocation assistance is available)

Domestic travel of roughly 10-20%, might be higher during critical phases

Key Success Drivers

High agency: you see what needs to happen and start, without waiting for a playbook

Ownership: you care about the outcome, not just your deliverable

First-principles thinking: you break down unfamiliar problems and decide from evidence

Range: you can brief an executive in the morning and debug a data issue in the afternoon

Fast learning: you pick up complex systems and regulatory detail quickly

Judgment: you move fast while protecting correctness, compliance, and client trust

Builder instinct: you create structure where none exists

Why Join?

Base salary: 140K-240K plus meaningful equity, with monthly vesting after a one-year cliff

Medical, dental, and vision coverage; 401(k) plan

Flexible PTO, sick days, and 11 company holidays

Relocation assistance up to $10K

12 weeks of fully paid bonding leave for birthing and non-birthing parents

Lunch and dinner on in-office days

Dog-friendly NYC office

Pre-tax commuter deductions for public transportation, rideshare, and parking

Company-wide onboarding, learning and development, and 360-degree reviews

Quarterly budgets for team and company outings

Real scope: you own work that changes how large financial institutions run

Fresh funding: the Series D is meant to scale product and teams, including deployment

Interviewing Process

Recruiter screen

Strategic thinking interview: first-principles reasoning and ambiguous problem solving

Executive screen with a deployment co-lead, covering executive presence, judgment, and fit

Final panel: take-home case presentation, a 30-minute live client strategy session, and a 15-minute recruiter wrap-up

We are proud to be an equal opportunity workplace and consider all qualified applicants without regard to race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran or military status, gender identity or expression, sexual orientation, or any other characteristic protected by law.