
11 - 50 employees
Founded 2023
🤖 Artificial Intelligence
💳 Fintech
🤝 B2B
🔥 Funding within the last year
💰 $56M Early Stage VC (Series B) on 2026-10
Artificial Intelligence • Fintech • B2B
Casap is an agentic AI platform for regulated financial services that automates and resolves complex operational workflows—disputes, fraud investigations, collections, claims, and customer onboarding—by making decisions, taking actions, and maintaining human oversight with full auditability and model governance. The platform integrates with core banking and fintech systems, supports human-in-the-loop controls, documents decisions and evidence for examiners, and is deployed by 100+ financial institutions; the company has raised a $56M Series B.
🔥 56 minutes ago
🏄 California, New York – Remote
💵 $150k - $180k / year
⏰ Full Time
🟠 Senior
💰 Account Manager
👻 Ghost score 0%
Where this job comes from
Posted on Casap's careers page, not through a job board
First seen by Remote Rocketship 56 minutes ago

11 - 50 employees
Founded 2023
🤖 Artificial Intelligence
💳 Fintech
🤝 B2B
🔥 Funding within the last year
💰 $56M Early Stage VC (Series B) on 2026-10
Artificial Intelligence • Fintech • B2B
Casap is an agentic AI platform for regulated financial services that automates and resolves complex operational workflows—disputes, fraud investigations, collections, claims, and customer onboarding—by making decisions, taking actions, and maintaining human oversight with full auditability and model governance. The platform integrates with core banking and fintech systems, supports human-in-the-loop controls, documents decisions and evidence for examiners, and is deployed by 100+ financial institutions; the company has raised a $56M Series B.
• Independently own a portfolio of strategic distribution and platform partners • Build multi-threaded relationships across executive, sales, product, implementation, marketing, and operations stakeholders • Develop and execute joint plans, run business reviews, lead partner enablement, and identify opportunities to expand mutual value • Own partner-sourced and partner-influenced pipeline within the portfolio • Lead difficult partner conversations and routine escalations • Lead selected new-partnership workstreams, including diligence, business cases, commercial structuring, negotiation, launch planning, and internal alignment • Coordinate partner integrations and go-lives from initial scoping through launch • Establish plans, owners, dependencies, decisions, risks, and committed dates • Remove blockers, escalate risks early, and hold stakeholders accountable • Represent partner context in Product, Engineering, and Implementation discussions • Develop co-marketing with partners, including case studies, announcements, webinars, campaigns, enablement materials, and industry events • Turn customer results into market proof and equip partner sellers with positioning and content • Own CRM hygiene, pipeline reporting, partner submissions, revenue-share data, payout coordination, dashboards, and business reviews • Define and track partner-health indicators and report on performance, risk, opportunity, decisions, and recommendations • Create scalable workflows, playbooks, templates, and operating standards • Mentor teammates informally and improve partnership execution
• 5+ years of relevant experience in partnerships, channel management, business development, strategic account management, or another role with direct ownership of complex B2B relationships • Evidence of independently managing and growing external partnerships • Commercial fluency across joint go-to-market, referrals, co-selling, enablement, pipeline creation, partner economics, and renewals • Ability to lead senior partner conversations and work through difficult situations • Judgment to know when an issue needs executive escalation • Track record of building processes, playbooks, reporting, and CRM discipline • Exceptional written and verbal communication • Strong bias toward action and ownership of outcomes • Willingness to lead executive meetings and work through detailed partner data • Persistence and resourcefulness when progress requires repeated coordination • Ability to raise risk and context early and balance speed with judgment about escalation • Openness to direct feedback and ability to change quickly • Experience managing referral, reseller, platform, or technology partners, including joint account planning and revenue-share programs • Experience with banks, credit unions, fintechs, payments companies, or other regulated industries • Familiarity with disputes, chargebacks, first-party fraud, or Reg E/Z workflows • Familiarity with HubSpot or a similar CRM and reporting stack
• Equity for all full-time roles • Exceptional benefits • Bonuses and commission plans for applicable roles • Start-up equity • Full health, vision & dental coverage • 401K with match • One Medical membership • Stocked kitchens + lunches • Commuter benefit • Team building events & happy hours • Flexible PTO • Apple equipment + annual home office budget
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