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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing end-to-end implementations of AI-driven solutions, with a strong focus on customer engagement and operational efficiency. Capable of leading complex projects, defining business rules, and building scalable processes while maintaining executive presence.
Highest-signal resume keywords
End-To-End Execution OwnershipGenuine AI FluencyManagement Consulting ExperienceComplex Project ManagementExecutive Presence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Implementation ManagementBusiness Rule DefinitionPerformance MonitoringProcess MappingData Analysis
Soft Skills
Consultative LeadershipProblem-SolvingCommunication SkillsAdaptabilityTeam Building
Tools & Technologies
Emma SystemLLM-Based ProductsHealth Monitoring ToolsStandardized Reporting Tools
Industry Keywords
SaaSFintechCollectionsCredit UnionCustomer Experience
About the role
Key responsibilities & impact- Become an expert in the business you're stepping into: how credit unions operate, how a collections department runs day to day, the compliance rules that govern member contact, and what a past-due member's experience actually looks like.
- Learn Emma end-to-end: the system prompt architecture, the full configuration surface (verification protocols, escalation triggers, constraint language, payment negotiation boundaries, tone), and the implementation process from kickoff to go-live.
- Shadow active implementations and live customer deployments, including dry-run testing sessions with credit union collections teams.
- Map the current post-sale journey and identify where context is lost, where defaults are missing, and where the process breaks.
- Own Emma implementations end-to-end as the customer's single point of contact: conversation design, business rule definition, live testing facilitation, and go-live sign-off.
- Own post-go-live performance for a book of live accounts: monitoring agent results, catching quality drift, and running executive business reviews that prove outcomes.
- Codify Clutch's implementation defaults — a pre-configured, best-practice starting point for every design decision — so every engagement starts from "here's what works, tell us where you're different" instead of a blank page.
- Stand up the operating infrastructure for the function: health monitoring, standardized reporting, and repeatable playbooks.
- Run the full post-sale book for Emma independently, balancing setup mode (new customers) and optimization mode (mature accounts).
- Extend the operating model you built for Emma to the next agents in the portfolio as they reach market.
- Define the hiring plan and role design for scaling the function beyond yourself, and begin building the team.
- Operate as the field-intelligence engine for the agent business: what you learn from customers directly shapes product roadmap, sales positioning, and pricing.
Requirements
What you’ll need- 5+ years in management consulting, business operations, or a comparable structured problem-solving role in a fast-paced environment, preferably in SaaS and/or Fintech.
- A recommendation posture: you lead with a point of view. You are comfortable telling a C-level executive "here's what we think you should do" and defending it — and equally comfortable updating when the evidence says you're wrong.
- End-to-end execution ownership: you run complex, multi-stakeholder projects to completion without a project manager behind you.
- Genuine AI fluency and curiosity: hands-on comfort working with LLM-based products, and the drive to understand how an agent's configuration shapes its behavior on a live call. You don't need to be an engineer, but you can't be a tourist.
- A builder's instinct: you turn tribal knowledge into playbooks, defaults, and tooling — you build the function, not just do the job.
- Executive presence: you will be the face of Clutch's AI agents to credit union leadership from day one.
- Nice to have, explicitly not required: collections experience, credit union or banking background, or software engineering skills. We hire for consultative horsepower and execution — we can teach the domain.
Benefits
Comp & perks- Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.
- Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.
- Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.
- Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.
- Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.
- Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.
- Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.
