Field Strategist - financial services

Posted 7 Days Ago
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Bucharest
In-Office
Senior level
Artificial Intelligence • Fintech • Financial Services
The Role
The Field Strategist will lead strategic conversations in banking, design AI solutions, build business cases, and ensure program success while working closely with clients and stakeholders.
Summary Generated by Built In

FlowX.AI is an engine for the next generation of cognitive enterprise systems - because we believe enterprise software is the software layer that our civilization relies on.  Today, our AI-native development platform helps banks and insurance companies, but also other industry players to easily build and deploy AI Agents and AI-enabled mission-critical systems  that are by default scalable, secure, have proper governance, and plug in easily into any existing systems, including legacy and heritage systems.

Mission

We are looking for a Field Strategist to work closely with clients, advising at both strategic and execution levels. 

This is a high-impact role for someone with deep expertise in banking products, digital transformation, and AI-driven innovation.

What you will do on a daily basis

  • Lead early strategic conversations with bank executives, focusing on measurable business impact.
  • Break down current-state processes, blockers, and technology gaps, then design future journeys powered by FlowX.AI.
  • Run discovery workshops and co-create transformation roadmaps with client sponsors and partners.
  • Design and demo AI agents that bring the transformation story to life.
  • Build business cases (savings, growth, compliance, efficiency) and arm sponsors to defend them in front of CFOs and Boards.
  • Stay close post-sale to ensure programs land and deliver value, measurable outcomes like faster product launches, lower cost-per-loan, or improved onboarding NPS.
  • Feed field insights back into our product and GTM strategy.

Very likely you can be successful if you have

  • 5+ years of experience in banking products, consulting, or digital transformation.
  • Direct experience with lending product lifecycle, including origination or servicing.
  • Strong knowledge of banking products and technology stacks.
  • Experience in AI applications for banking and digital product implementation.
  • Proven ability to define product roadmaps and conduct market research.
  • Excellent communication and executive stakeholder management skills.
  • Willingness and availability to travel regularly.

What's in it for you

  • Work with top-tier banks and insurers on mission-critical modernization programs.
  • Shape how AI transforms financial services at a global scale.
  • Competitive compensation + early-stage equity.
  • Collaborative, fast-paced culture with room to grow and make an impact.

Location: Bucharest, on site

Top Skills

Ai Applications
Banking Products
Digital Transformation
Technology Stacks
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The Company
New York, New York
104 Employees
Year Founded: 2020

What We Do

FlowX.AI is the first multi-agent modernization platform built specifically for banking and financial services. With advanced AI and a robust, flexible end-to-end platform, FlowX.AI can tackle any modernization challenge - from legacy integration to urgent application rebuilds to full bank transformations - driving efficiency, cutting costs and keeping the most complex banking systems 100% compliant.

All banks are somewhere on their modernization journey. Wherever you are, with whatever tech you have in place, FlowX.AI seamlessly integrates with existing systems to accelerate modernization roadmaps and drive real results without disruption

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