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Taktile

AI-driven risk workflow platform for finance

Deployment Lead

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeSão Paulo, State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • 5–10 years of experience in enterprise technology, strategy consulting, digital or AI transformation, technical sales, complex delivery, or a similarly demanding customer-facing environment, including leadership of large accounts or programs.
  • Ability to turn an ambitious AI vision into a credible, sequenced, executable plan.
  • Ability to synthesize technical, operational, and commercial complexity, including use-case-specific pain points, value propositions, industry dynamics, vendor landscapes, stakeholder agendas, competing KPIs, and build-versus-buy considerations.
  • Ability to engage senior and C-level stakeholders, facilitate difficult trade-offs, challenge assumptions constructively, and build alignment across business, risk, technology, data, and AI teams.
  • Ability to identify where AI can create material business value, build quantified success metrics and ROI frameworks, and connect delivery outcomes to adoption, expansion, and long-term account value.
  • Ability to structure and lead high-stakes pilot and proof-of-value programs, anticipate risks, unblock decisions, and keep cross-functional teams aligned on scope, quality, timelines, and expected impact.
  • Familiarity with modern AI and large language model capabilities, limitations, evaluation approaches, governance considerations, and the requirements for deploying trusted AI in regulated environments.
  • Comfort reading a decision flow, investigating data, and building a rough prototype or demo with modern AI tooling; production implementation is owned by Solutions Engineers and Forward Deployed Engineers.
  • Willingness to travel up to 30% of the time.

Responsibilities

  • Partner with Account Executives and Solutions Engineers early in strategic enterprise opportunities to qualify the opportunity, shape account strategy, and build credibility with executive stakeholders.
  • Lead use-case discovery and prioritization workshops to assess potential business impact, transformation potential, feasibility, implementation risk, and time to value.
  • Guide customers and internal teams in selecting a landing or pilot use case, defining subsequent use cases, and turning that sequence into an AI-transformation roadmap.
  • Lead end-to-end process-mapping workshops for the selected use case, documenting current-state pain points, stakeholder needs, decision flows, data and technology constraints, the target-state process, and the customer’s wish list.
  • Define success criteria, measurable business-value metrics, and ROI frameworks that align business, risk, technology, data, and AI stakeholders before delivery begins.
  • Act as a senior sponsor for complex post-sale programs, ensuring delivery quality, executive alignment, measurable outcomes, and a path from the initial use case to scaled adoption.
  • Lead pilot and proof-of-value programs with Forward Deployed Engineers, guiding solution design, evaluation methodology, performance assessment, stakeholder reviews, and priorities for subsequent iterations.
  • Translate technical results into business implications and present progress, trade-offs, risks, and quantified value to customer executives and internal stakeholders.
  • Identify expansion opportunities based on demonstrated value and customer priorities, and shape the narrative, sequencing, and operating plan for additional use cases.
  • Bring customer realities, market dynamics, and field feedback to Product and Engineering, and turn engagement lessons into repeatable discovery methods, delivery playbooks, ROI frameworks, and industry-specific patterns.
  • Coach colleagues on strategic problem-solving, executive communication, use-case framing, and delivery leadership.

Desired Qualifications

  • Domain expertise to engage credibly with customers and internal teams in one or more core use cases: business onboarding and know-your-business, business lending and underwriting, fraud or risk decisioning, or insurance claims processing.
  • Experience leading AI, data, risk, or decisioning transformation programs within banks, insurers, lenders, or other regulated financial institutions.
  • Deep experience in one or more core use cases: business onboarding and know-your-business, business lending and underwriting, fraud or risk decisioning, or insurance claims processing.
  • Experience at Engagement Manager, Principal, Director, Partner, or an equivalent senior level in strategy consulting, digital transformation, enterprise technology, technical sales, or customer delivery.
  • Understanding of the financial-services technology and vendor landscape and ability to help customers evaluate architecture, operating-model, and build-versus-buy trade-offs.
  • Experience coaching teams, codifying best practices, and raising the quality of work across multiple strategic accounts or programs.

About the Company

Taktile

AI-driven risk workflow platform for finance

Taktile builds an agentic decision platform for banks and insurers to design, monitor, and automate high-stakes risk workflows such as credit underwriting, claims, fraud, KYC/AML, and onboarding. Its platform uses AI agents that operate under business-owner control to carry out risk tasks, enabling automated decision-making while keeping governance and oversight in the hands of financial institutions. The product is geared toward regulated finance and is designed to integrate into existing workflows, providing monitoring, automation, and control over AI-driven decisions. Taktile differentiates itself by focusing on regulated financial use cases and offering agents that are under business-owner control, backed by a track record with notable customers and significant funding to scale in the US, Europe, and LATAM. The company's goal is to deepen AI solutions for regulated finance and expand its footprint across major markets.

Company size
201-500
Company stage
Series C
Total funding
$188.8M
Headquarters
Berlin, Germany
Founded
2020

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