AI Agent Operations Consultant
Banyan Software
AI Agent Operations Consultant
Banyan Software
Private equity acquiring and stewarding software
Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. With a buy-grow-and-hold-for-life approach and a permanent capital base, Banyan acquires and grows companies worldwide, honoring founder legacies and helping portfolio companies modernize through shared AI expertise and operational discipline. Founded in 2016, Banyan operates more than 120 portfolio companies across North and South America, Europe, and APAC, and has appeared on the Inc. 5000 list for six consecutive years. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world.
Loan Vision · Remote, United States (light travel) · Full-time · Customer Success
Reports to: VP, Customer Success & Engagement
Loan Vision is mortgage accounting software built on Microsoft Dynamics 365 Business Central. Lenders use it to run loan-level accounting, AP and cash management, commissions, core finance, reporting and analytics in one place. More than 250 mortgage banking customers rely on it, including independent mortgage banks, banks and credit unions. Loan Vision is part of Banyan Software.
In July 2026 we launched Luna, an AI assistant inside the platform that gives customers instant answers and step-by-step guidance. Luna 2.0, now in development, is an agent that takes action inside the ERP. Soon our customers may work alongside AI for much of their day.
Loan Vision is becoming an AI-first company, and Luna is quickly becoming the front door to our platform and our support.
You'll run Agent Operations within Customer Success, working under the direction of the VP, Customer Success & Engagement, who owns Luna's strategy and roadmap. Your focus is keeping Luna accurate, trusted and widely used across Luna 1.0 in production and Luna 2.0 as it rolls out. You'll train Luna continuously, watch its quality through telemetry, help customers get the most from it, and turn what customers do with it into clear improvements to the product, the documentation and the agent's skills.
This is a hands-on, techno-functional role. You don't need to write code, but you do need to understand how agentic AI works: how agents behave and escalate, how they hand off to one another, and how AI fits into a customer's accounting workflow. You'll be comfortable supporting APIs and integrations. The role is an individual contributor position today, with room to grow as Luna's reach expands.
Luna is not just a feature. It is becoming the front door to Loan Vision. This role makes sure that door works: that Luna is accurate, intuitive and trusted, and that every customer interaction makes it better.
Base salary of $85,000 to $110,000 USD, plus an annual bonus of up to 5%. Pay depends on location, market conditions, and job-related skills and experience.
Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.
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Private equity acquiring and stewarding software
Banyan Software is a private investment firm that buys profitable, niche B2B software providers and keeps them under long-term ownership. It focuses on enterprise software with recurring revenue and strong market positions, often from founders seeking stable ownership. The firm does not resell its acquisitions; instead it preserves each company’s legacy, autonomy, brand, and leadership, while offering operational support as needed. Banyan’s portfolio spans industries such as healthcare, education, legal, and public safety, all centered on essential software infrastructure. The company operates with a permanence mindset and aims to create long-term value, positioning itself as a trusted, mission-aligned partner for founders and families who want continuity rather than an exit.
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