Forward Deployed Agent Strategist

Forward Deployed Agent Strategist

Toronto (hybrid) · Full-time · Salary + equity · Reports to the Head of Product & Partnerships

Your seat

As Forward Deployed Agent Strategist, you bring evolo’s vision to life inside our clients: turning their product content into interactive agents that educate, qualify and convert buyers. You start from the evolo playbook, shape each agent around the client’s buyers and sales motion, build it on our platform and get it live. Then you make sure it performs: you track conversion, tune the agent and prove the ROI the client takes to their own leadership.

You’re a strategist who builds. You bring the thinking on what will convert, you own the number each agent moves, and you spot where the next conversion agent should go across the client’s organization.

You’ll join a team of high-performers who are excited about driving client impact. This is a founding-team seat with equity. The people we hire this year shape evolo’s product, culture and standards, and this seat grows with the company.

Why evolo

For every complex product, the real answers still sit behind a sales call. So most buyers engage, then go quiet. GPTs didn’t fix it: they only help buyers who already know what to ask.

evolo is buyer-side AI: interactive video agents that educate, qualify and triage every lead before a seller is needed, so sellers convert 2x more.

It’s working. Four major financial institutions run evolo in their sales workflows today, all four have expanded their partnerships, and three more are onboarding. In 3 months, just two agents at top-10 North American financial institutions delivered 5x ROI and $45M in incremental insurance premium. We’re backed by Portage and Golden Ventures.

What you’ll own

Code-free by design. You design each agent’s journey, qualification logic and prompts, use AI tools and our playbooks to generate the scripts and interactive pages, and configure it on the evolo platform. You work with our engineers on integrations and fixes, while they own production code. We’ll teach you the platform.

• Deploy from the playbook. Match each client’s objective to the right evolo conversion agent and a success metric agreed before the build. Keep every agent focused on turning content into conversion.

• Lead every deployment across our core and strategic accounts, from discovery to a live, client-facing agent. Quality and timelines are yours.

• Find impact during delivery. Spot higher-value conversion use cases, sharper qualification logic and expansion opportunities while work is in flight, and bring them to the client.

• Prove the results. Build performance reports, run iterations and A/B tests, and turn the findings into a clear story the client takes to their own leadership.

• Grow the account. Expand each strategic client from one agent to several, across new lines of business and teams.

• Make the platform better. Turn recurring patterns and gaps into concrete product and playbook improvements with product and engineering.

• Move through compliance and legal review without losing momentum.

Skills & Qualifications

• Typically 6+ years in management consulting, strategy, product management or client-facing solutions roles, including leading client engagements end to end

• You scope before you build: you can show a senior client what will drive conversion, beyond what they first asked for

• A structured problem solver who turns a fuzzy business question into a clear plan, then executes it

• Fluent with AI tools: you already use them every day to research, write, build and analyse

• Trusted by senior clients: you hold the line on quality and impact while finding the way forward with them

• Strong analytical skills: you turn the numbers into clear recommendations

• Comfortable in regulated environments, where compliance and legal review are part of every launch

• You ship, follow up and take the next step before anyone asks

• Nice to have: financial services, insurance or wealth experience; basic HTML and CSS; French or Spanish

If you don’t tick every box, we’d still love to hear from you.

What success looks like

• First 90 days: you lead deployment of every agent across our core and strategic accounts. You’ve reset the scope of at least one engagement toward higher-impact work, and clients see you as their go-to for strategy, not just status updates.

• By 6 months: every agent you lead launches on schedule against a success metric agreed before the build. Your accounts show measurable conversion lift and ROI that clients cite in their own renewal decisions. Agents launch faster with less rework because of the playbook you’ve sharpened, and the top recurring platform gaps have gone from you to product and engineering as shipped fixes.

• By 12 months: you’ve expanded each strategic account from one agent to several, across new lines of business and teams in their organization. That expansion traces directly to the opportunities you scoped and sold in.

• Beyond: you build and lead evolo’s forward-deployed team as we scale.

How we work at evolo

We are an A-player team with hustle and humility. We are obsessed with driving measurable value for our clients, we prioritize ruthlessly by impact, and we fully own our outcomes. When we commit to something, we deliver it, on time and at quality, or we flag the risk early and honestly. We challenge each other openly, with no politics and no bureaucracy. We are diligent with time and money because we are building a globally recognized brand, efficiently.

This role is for someone who: (1) can independently solve hard, ambiguous problems and ship a high-quality result; (2) treats a commitment as a promise and reliably delivers on it; and (3) instinctively aims their effort at the work that matters most.