AI-Driven Customer Solutions Consultant

FintechOS Group; Fort Lauderdale (FL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

FintechOS is seeking a Forward Deployed Technical Consultant to embed with customers, understand strategic objectives, and translate them into actionable platform solutions. You’ll work closely with business and technical stakeholders, guiding discovery, and shaping workflows on our AI-native platform.

You’ll travel to customer sites, manage engagements end-to-end, and partner with engineers to deliver live solutions that meet regulatory guardrails.

Qualifications

• 5+ years in advisory, delivery, or solution consulting in financial services.
• Ability to lead conversations from operations to C-suite and translate needs into solutions.
• Hands-on process and solution design with BPMN and workflows.

Responsibilities

• Embed with a customer on-site and remote to map objectives to platform delivery.
• Drive project planning and timeline management with the CSM.
• Facilitate discovery workshops and create current/future state maps.
• Shape operating models and workflows with a paired engineer.
• Build credibility with business and technical leaders.

Skills

Consultative instinct

Executive presence

Process design

FS domain experience

Origination/Lending/Wealth

Tools

BPMN

Low-code

AI platforms

Job description

FintechOS is seeking a Forward Deployed Technical Consultant to embed with customers, understand strategic objectives, and translate them into actionable platform solutions. You’ll work closely with business and technical stakeholders, guiding discovery, and shaping workflows on our AI-native platform.

You’ll travel to customer sites, manage engagements end-to-end, and partner with engineers to deliver live solutions that meet regulatory guardrails.