# Engagement Lead

**Company:** [Casca](https://hotfix.jobs/companies/casca)
**Location:** San Francisco, CA
**Role:** Solutions Architecture
**Salary:** $225k – $275k/yr
**Experience:** 4+ years
**Skills:** AI, Fintech, Lending, Management Consulting, Project Management, Stakeholder Management, Cross-Functional Leadership, Product Roadmap, Implementation, Enterprise Software, Compliance, Playbooks, Operational Frameworks, Ai Platforms, Loan Origination
**Posted:** 2026-02-25

> Leads deployment of AI loan origination platform in major banks, owning executive alignment, delivery, risk management, and expansion. Translates client patterns into product improvements and builds scalable deployment playbooks. Requires 4-6 years consulting or tech deployment experience.

## Job Description

## What you'll do

### Ship the Product
- Deploy Casca's AI loan origination platform inside Tier 1 banks — you own the outcome when legacy systems that took decades to build get replaced in months
- Make the calls on scope, sequencing, and tradeoffs — what gets accelerated, what gets descoped, and what gets escalated to Casca leadership
- Remove roadblocks across bank and Casca teams — surface risks early, kill blockers fast, and keep complex multi-stakeholder programs moving
- Own ambiguity — when stakeholders conflict or requirements are murky, you resolve it, not escalate it
- Own derisking at the portfolio level — observe patterns across engagements and act before issues compound

### Evolve the Product
- Partner with Product and engineering to translate client patterns into platform decisions — shape what becomes core product, what remains bespoke, and what must evolve for us to scale
- Identify recurring gaps and systemic friction across engagements and translate them into roadmap direction

### Build the Playbook
- You're not following a deployment methodology — you're writing it. The frameworks you create will scale across every bank we onboard
- Codify lessons learned, set standards, and build a repeatable deployment model that improves with every engagement
- Drive cross-functional coordination across engineering, compliance, legal, and bank leadership — turn what works into how we operate

### Be the Client Wizard
- Walk into rooms with senior banking executives as the authority on AI-powered lending — you'll know their systems, their pain points, and how to move them forward
- Develop and drive the narrative around AI-native lending and digital transformation — help banks see what's possible and build conviction to get there
- Navigate complex organizational dynamics and keep executive sponsorship strong throughout the engagement. Keep every stakeholder moving in the same direction, even when they don't agree on where that is

### Build the Team
- Mentor and develop the embedded Deployment Strategists working inside each bank engagement
- Set the operating rhythm for the Casca side of each engagement — how your team communicates, escalates, and collaborates with engineering
- Be the connective tissue between client teams and Casca leadership — you translate what's happening on the ground into decisions at the company level

## What you bring
- 4–6 years management consulting experience at a leading firm (McKinsey, Bain, BCG, etc.) or deployment leadership experience at a top tech company
- Proven track record managing large-scale software development and / or implementation projects ($5M+)
- Demonstrated ability to manage executive-level stakeholder relationships in regulated or complex enterprise environments
- Track record of building operational frameworks, playbooks, or delivery methodologies from the ground up
- Strong cross-functional leadership across business, engineering, and compliance teams
- Outstanding communication and presentation abilities

**Bonus points**
- Background in fintech or lending industry
- Experience with AI-related projects
- Experience managing and developing a team in a client-facing or delivery context
- Previous experience at a high-growth startup
- MBA from a top-tier program

## What you'll get
- **Impact & Ownership**: A unique opportunity to shape the future of banking through AI, owning end-to-end product initiatives.
- **Collaborative Environment**: Work alongside a talented and passionate team that values continuous improvement and knowledge sharing.
- **Competitive Compensation**: Includes salary, benefits, and potential equity in a fast-growing startup.
- **Professional Growth**: Access to resources and mentorship to expand your skill set, influence strategy, and accelerate your career.
- **Culture of Innovation**: We encourage risk-taking, learning from failures, and pushing the boundaries of what’s possible in fintech.

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**Apply:** https://hotfix.jobs/jobs/557f7d31-670d-4085-8107-641506c4e590
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