Strategy Manager

Why join us the company is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, the company enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. the company’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on the company, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at the company allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Customer Experience at the company The Customer Experience team is the connective tissue between the company’s product and the companies that depend on it every day. We don’t just resolve issues — we surface insights, close feedback loops, and help shape the product roadmap. As the company becomes an AI-native company, our CX organization leads that shift: building the systems, metrics, and workflows that let AI handle routine complexity while humans focus on judgment and relationships. We measure success not by tickets closed, but by customers who don’t need to contact us in the first place. What you’ll do the company is looking for an experienced AI operator & leader to own the strategy and execution of AI-powered customer experience. You’ll lead the team responsible for the company’s AI customer service platform — optimizing instruction sets, driving quality, and expanding AI across chat, voice, and email. You’ll also own the internal side of the equation: building and deploying AI-powered tools that give the company’s CX team a measurable productivity edge — from agent-assist and real-time guidance to QA automation and workflow tooling. You’ll own the metrics that matter on both sides, define what “great” looks like for AI performance, and partner with Product and Engineering to shape the roadmap. This is not a research or strategy-deck role. You’ll build, ship, and iterate on systems that make the company’s CX the best support on the planet — and lead the team that makes it happen. Where you’ll work This role will be based in our Seattle office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work! ResponsibilitiesCustomer-facing Lead the CX Strategy team, setting direction, developing team members, and aligning priorities to CX and company goals. Collaborate with CX leaders to drive performance metrics: resolution rate, CSAT, quality, resolution time, escalation rates, etc. Monitor the results and drive improvement when targets aren’t met. Own the CX AI roadmap from opportunity discovery through implementation — prioritize where AI can improve efficiency and customer experience, and sequence investments that compound over time. Collaborate with Systems and Engineering to drive CX AI performance — instruction set optimization, channel expansion (chat, voice, email), containment quality, and escalation handling, etc. Internal AI tools & team productivity Define the standard for what an AI-augmented CX team looks like at the company: how AI agents and human operators divide and conquer, where handoffs happen, and how to maintain customer experience quality as automation scales. Own the development and deployment of internal AI tools that make the company’s CX team faster, more accurate, and more consistent — including agent-assist tooling, real-time guidance systems, QA automation, and workflow-level automations. Partner with Engineering, Data, and Product Ops to build and maintain the AI infrastructure underneath these tools — knowledge reliability, shared workflows, and feedback loops that improve both customer-facing and internal AI systems over time. Measure internal AI adoption and impact: track agent productivity, time-to-resolution improvements, QA automation rates, and coaching effectiveness. Close the loop between data and iteration. Cross-functional & leadership Partner cross-functionally with CX Leadership, Strategy & Enablement, Product, Engineering, and Data to scope, build, and launch AI improvements. Represent CX in EPD conversations with a point of view grounded in customer outcomes and operational metrics. Drive internal AI adoption — ensure the CX team is equipped with the training, workflows, and confidence to work alongside AI effectively. Communicate AI performance and strategy to CX leadership and executive stakeholders; translate data into clear narratives that drive decisions. Requirements 4+ years in CX strategy, AI operations, product operations, or a related function at the intersection of technology and customer experience — ideally in a fast-paced tech or fintech environment 1+ years managing or developing a team of 4+ ICs, with a track record of setting direction, developing people, and delivering results Proven experience owning and improving AI or automation initiatives in a support environment — from opportunity analysis through rollout and iteration, with measurable outcomes Product-minded builder: equally comfortable writing a requirements doc, configuring a platform, and partnering with Engineering to ship something net-new. You don’t wait for a product team to build what your customers need Strong analytical skills: comfortable digging into conversation data, contact driver analysis, and AI performance metrics to turn raw signal into smart decisions Technical fluency with AI-enabled CX platforms and the ability to ship directly or partner confidently with Engineering and Product to make automation work at scale Clear, direct communicator — you write with precision, translate between technical and non-technical audiences, and know how to make a data story land with leadership Proven cross-functional collaboration skills — you’ve worked across CX, Product, Engineering, and Data to drive customer-centric improvements Bonus Points Hands-on experience with Sierra or comparable AI voice/chat/email platforms in a customer-facing environment Background in fintech, financial services, or enterprise SaaS Experience building or owning QA and eval frameworks for AI systems Experience building internal productivity tooling or agent-assist systems — whether through third-party configuration, prompt engineering, or partnering with Engineering to ship net-new tools Familiarity with product knowledge infrastructure — how content is structured, maintained, and surfaced to AI systems at scale Experience translating AI operational learnings into product feedback that influenced roadmap decisions Compensation The expected salary range for this role is $141,928 - $177,410. However, the starting base pay will depend on a nu #J-18808-Ljbffr