
51 - 200 employees
Founded 2022
🤖 Artificial Intelligence
💳 Fintech
🤝 B2B
Artificial Intelligence • Fintech • B2B
Insait is a vendor of a GenAI-based Digital Agent designed primarily for financial services. Its conversational AI platform acts as a 24/7 virtual banker that engages website visitors across channels, collects customer data, personalizes offers in real time based on business rules, drives conversions and meaningful outcomes (e. g. , appointments or account openings), and provides dashboards with chat histories and engagement analytics. The product is positioned to reduce operational costs, improve loan and product recommendation workflows, and integrate with existing user channels for banks and financial institutions.
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51 - 200 employees
Founded 2022
🤖 Artificial Intelligence
💳 Fintech
🤝 B2B
Artificial Intelligence • Fintech • B2B
Insait is a vendor of a GenAI-based Digital Agent designed primarily for financial services. Its conversational AI platform acts as a 24/7 virtual banker that engages website visitors across channels, collects customer data, personalizes offers in real time based on business rules, drives conversions and meaningful outcomes (e. g. , appointments or account openings), and provides dashboards with chat histories and engagement analytics. The product is positioned to reduce operational costs, improve loan and product recommendation workflows, and integrate with existing user channels for banks and financial institutions.
• Own client deployments end-to-end from kickoff through go-live and steady-state • Run discovery and design workshops with product owners, compliance, and operations leads • Translate business requirements into agent flows, node logic, and conversation design • Configure and refine agents in the Encore AI platform using flow JSON, conversation/collect/end nodes, and prompt engineering • Present progress, risks, and roadmap to client stakeholders from project leads to C-suite • Help regulated financial-institution clients manage organizational readiness and change adoption • Surface cross-account client needs and field learnings to Product and Engineering • Identify and proactively manage delivery risks, including timeline, scope, and technical blockers • Build reusable documentation, QA frameworks, and implementation patterns
• 3–6 years in a client-facing, technical delivery role — implementation, deployment, solutions engineering, or technical customer success — ideally at an AI/LLM, SaaS, or enterprise software company • Experience as a delivery/deployment lead shipping AI or data products into production for enterprise clients, or as a solutions engineer/technical PM moving toward the client and business side, or as a strategy/process consultant wanting to own outcomes • Comfort with flow logic, JSON configurations, and prompt structure; production coding is not required • Financial services familiarity is a strong plus, including banking, insurance, investment workflows, or regulatory/compliance context • English fluency required • Ability to work across Israeli, Australian, and US accounts, with most client-facing work in English • Executive presence with VP and C-suite stakeholders • Bias toward ownership, low ego, and high follow-through • Prior LLM prompt engineering or conversational AI design experience specifically is nice to have • Experience with regulated industries beyond finance is nice to have
• Remote work arrangement • Full-time employment
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