Deployment Strategist
Endex
Deployment Strategist
Endex
AI-powered platform for unified financial analysis
Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.
Location: New York City (Primary), Denver, Chicago, Singapore (APAC), London, San Francisco, Austin, Los Angeles
Commitment: 5 Days In-Person
We're looking for someone who can identify where Endex will matter most inside a customer and design a deployment around that opportunity.
As a Deployment Strategist at Endex, you'll own the business rollout plan: workflow discovery, success criteria, customer coordination and go-live readiness. You'll keep implementation milestones moving and partner with FDEs on custom integrations before handing the ongoing relationship to customer success.
Scope the Right Workflows: Work with users and sponsors to choose use cases with a clear business outcome and a feasible path to production.
Prioritize Use Cases: Balance customer impact, feasibility and time to value.
Define Launch Readiness: Agree acceptance criteria, owners, user testing and the milestones needed for a dependable go-live.
Run the Rollout: Coordinate business users, IT, FDEs and customer success across implementation, change management and the ongoing-account handoff.
Bring Learning to Product: Explain the recurring needs that should shape Endex's roadmap.
Problem-Solving Experience: You've worked through ambiguous customer or operational problems.
Business Acumen: You can connect a workflow to the decisions and outcomes it supports.
Technical Judgment: You understand enough of the product to scope a feasible deployment.
Customer Trust: You can challenge assumptions constructively with users and executives.
Deployment Judgment: You can turn an ambiguous customer goal into a scoped implementation, manage dependencies and keep business and technical stakeholders aligned.
Consulting or forward deployment experience
Experience deploying AI products
Deep knowledge of a professional workflow
Health & Dental Insurance
Monthly Wellness Stipend
401K Matching
Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and supports investment teams with a secure, firm-specific generative AI model trained on internal knowledge. The platform indexes data from multiple sources and lets users search and analyze in one place, acting as an autonomous financial analyst that follows customizable, traceable task plans and executes steps automatically. Its differentiator is the use of a firm-specific AI model with transparent workflows tailored to finance, designed to speed up investment analysis and decision-making.
Explore more opportunities at Endex