T

Taktile

AI-driven risk workflow platform for finance

Deployment Lead

Full-TimeUpdated on 10/15/2026
No salary listed
Senior, Expert
São Paulo, State of São Paulo, Brazil
HybridHybrid work in São Paulo; travel up to 30% of the time.
Solution EngineeringImplementation & Technical Account Management

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 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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Simplify Jobs

Simplify's Take

What believers are saying

  • September 2026 Broadhead hire strengthens infrastructure for hundreds of millions of daily decisions.
  • Latin America expansion after June 2026 adds new revenue pools through São Paulo.
  • Partnerships with MANTL, Carrington Labs, and Pleo widen distribution into underwriting and fraud workflows.

What critics are saying

  • A single KYC or AML automation failure can trigger regulator bans and immediate customer churn.
  • Heavy dependence on regulated finance leaves Taktile exposed to slower enterprise procurement and audits.
  • September 2026 CTO transition introduces execution risk while scaling engineering across Berlin, Dublin, and New York.

What makes Taktile unique

  • Taktile unifies rules, AI agents, and human oversight for regulated financial decisions.
  • June 2026 Series C from Goldman Sachs validates enterprise-grade demand and distribution.
  • Customers like Monzo, Mercury, Allianz, and Pleo prove cross-border relevance in banking and insurance.

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Benefits

Company Equity

Conference Attendance Budget

Professional Development Budget

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

5%

2 year growth

3%
Fintech Leaders
Sep 23rd, 2026
Taktile raises $190M as AI agents outperform human analysts at SMB underwriting

Taktile, a Berlin-based decision platform for financial services, has raised $190 million in total funding, including a recent $120 million Series C led by Goldman Sachs. The company serves customers across 27 countries. Taktile's platform combines a decision engine, data marketplace, and agent platform to automate critical banking decisions like onboarding, KYC, credit underwriting, fraud detection, and transaction monitoring. The company initially launched as a horizontal MLOps platform in 2020 but pivoted after major tech companies released competing products. Co-founder and CEO Maik Taro Wehmeyer says AI agents now outperform humans at specific tasks like financial spreading for SMB underwriting, a process that failed to automate for three years until recently. However, the company maintains human oversight for final decisions, particularly in regulated areas like anti-money laundering. The company gained attention for placing a 300-pound bronze lobster statue in front of Wall Street's Charging Bull, generating 20 million views on social media.

FinTech Futures
Sep 21st, 2026
Taktile appoints James Broadhead as new CTO.

Taktile appoints James Broadhead as new CTO. Taktile co-founder and current chief product and technology officer Maximilian Eber will assume the role of president to focus on the company's strategic direction, with the company's VP of product Thomas Piani promoted to CPO. September 21, 2026 Taktile, an agentic decisioning platform based in New York, US, has appointed James Broadhead as its new chief technology officer (CTO), effective immediately. Taktile co-founder and current chief product and technology officer Maximilian Eber will assume the role of president to focus on the company's strategic direction, with the company's VP of product Thomas Piani promoted to CPO. Broadhead arrives from data and AI company Databricks, where he spent the past year integrating technology from Neon following its 2025 acquisition. He previously served as VP of engineering at Neon, while his earlier career includes leadership positions in software and engineering at Twitter (now X), BSB, and MongoDB. Taktile CEO and co-founder Maik Taro Wehmeyer states that Broadhead's "extensive background and expertise in engineering will take Taktile to the next level in powering mission-critical financial decisions at scale with AI". Operating from Dublin, Ireland, Broadhead will lead Taktile's engineering teams and infrastructure development. The platform currently powers "hundreds of millions of decisions" for over 200 customers, including Monzo, Allianz, and Mercury, says Taktile. Among his priorities is expanding the fintech's tech unit. Broadhead notes on LinkedIn that following the company's recent $110 million Series C funding round, Taktile is recruiting engineers across Berlin, London, Iași, and Dublin. Reporter, FinTech Futures Cameron Emanuel-Burns, a reporter at FinTech Futures, is dedicated to enhancing the accessibility of fintech for a broader audience. He has contributed articles to various media platforms and possesses a strong interest in all aspects of fintech. Prior to his involvement in the financial industry, Emanuel-Burns worked in the podcasting field, where he held editorial, hosting,and production positions for renowned production companies, covering diverse topics. With a research master's degree in conflict analysis, he conducted a study on the influence of anti-refugee policies on extremism.

Yahoo Finance
Sep 16th, 2026
Taktile hires James Broadhead as CTO to scale AI decisioning platform for banks and insurers

Taktile, a leader in AI transformation for financial institutions, has appointed James Broadhead as chief technology officer. Based in Dublin, Broadhead brings nearly 15 years of software engineering experience from companies including Databricks, X (Twitter), Neon and MongoDB. At Neon, Broadhead led engineering through exponential growth, more than tripling company revenue before its acquisition by Databricks. He will oversee Taktile's engineering teams and systems as the company scales amid growing AI adoption in regulated industries. Alongside the appointment, Taktile co-founder Maximilian Eber will transition from chief product and technology officer to president, focusing on strategic direction. Thomas Piani has been promoted to chief product officer after leading product and design teams for over two years.

TMCnet
Sep 16th, 2026
Bolstering its Executive Team, Taktile Welcomes Engineering Powerhouse James Broadhead as CTO

Bolstering its Executive Team, Taktile Welcomes Engineering Powerhouse James Broadhead as CTO TMCnet News [September 16, 2026] | / | Bolstering its Executive Team, Taktile Welcomes Engineering Powerhouse James Broadhead as CTO Taktile, the leader in AI transformation for financial institutions, today announced it has hired engineering veteran James Broadhead as its chief technology officer. Broadhead, who is based in Dublin, Ireland, most recently worked at Databricks and brings nearly 15 years of experience in software engineering and development, including at X (Twitter), Neon and MongoDB. At Neon, Broadhead led engineering through exponential growth of the platform driven by Agentic software development, more than tripling company revenue before its acquisition by Databricks. "Taktile is growing rapidly across global markets, and James' leadership will be instrumental as we expand our R&D function and global footprint," said Taktile CEO and co-founder Maik Taro Wehmeyer. "James' extensive background and expertise in engineering will take Taktile to the next level in powering mission-critical financial decisions at scale with AI." Alongside this appointment, Taktile co-founder and current chief product and technology officer Maximilian Eber will assume the role of president to focus on the company's strategic direction. In addition, Thomas Piani, who has been leading Taktile's product and design teams for over two years, is being promoted to chief product officer. "James is the right leader to take the helm of our engineering team," said Taktile co-founder Maximilian Eber. "He knows what it takes to build technology for the world's most demanding enterprises, and his experience offers a unique perspective on how products nee to evolve as AI agents reliably take on more complex decisions in financial services." In his capacity as chief technology officer, Broadhead will oversee Taktile's engineering teams and systems, ensuring the company is equipped to scale as highly regulated industries accelerate AI adoption and navigate increasingly complex compliance requirements at scale. "I am thrilled to join Taktile at such a pivotal moment to help architect the best AI infrastructure for today's financial institutions," said Broadhead, Taktile CTO. "Taktile has built a modern, cloud-native serverless platform that is already proven in production with leading financial enterprises. I'm excited to build on that foundation and help Taktile usher in the next era of AI for banking and insurance where reproducibility, reliability and efficiency at scale matter most." More than 200 customers use Taktile to power hundreds of millions of decisions, deploying AI across highly regulated financial workflows. This appointment follows Taktile's strong growth trajectory, including its recent $110 million Series C led by Goldman Sachs, and advances its mission to power AI transformation in financial institutions. About Taktile Taktile enables banks and insurers to transform into AI-native organizations that are increasingly powered by autonomous agents. With its modular Agentic Decision Platform, customers combine AI agents, rules, relevant context, and human oversight to safely automate and optimize their decisions-approving more customers, reimbursing claims instantly, and financing every business worth funding. Founded in 2020, Taktile powers millions of decisions daily for institutions including Allianz, Mercury, Monzo, and Faire. With offices in New York, London, Berlin, São Paulo, and Ia?i, the company has raised $184M from Goldman Sachs Growth Equity, Index Ventures, Tiger Global, Balderton Capital, and Y Combinator. Learn more at taktile.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260915003761/en/ [ Back To TMCnet.com's Homepage] |

Coverager
Jun 24th, 2026
Taktile secures $110M Series C for financial services AI.

Taktile secures $110M Series C for financial services AI. Taktile has raised a $110 million Series C round led by Goldman Sachs Asset Management, with participation from Balderton, Index Ventures, Tiger Global, Y Combinator, and DIG Ventures. The company provides an AI-powered decisioning platform that helps financial institutions automate high-stakes decisions across areas such as fraud prevention, credit underwriting, and insurance claims. "What we want every financial institution to know is this: AI models now work reliably enough to automate the high-stakes decisions that define performance in banking and insurance," the company said in a LinkedIn post. Founded in 2020, Taktile works with financial institutions looking to modernize decision-making processes and improve customer experiences through automation. The company positions its platform as a way to replace slow, manual workflows, including outdated claims processes and lengthy credit decisions. The company, which employs more than 200 people, had previously raised $78.7 million in funding. Bottom Line: See Allianz: Get Coverager to your inbox. A really good email covering top news. By Shefi Ben-Hutta · Feb 28, 2025