About Us
Otera (otera.ai) is an agentic-native and purpose-built platform for global enterprises such as Allianz, Siemens, Bayer, and Zurich to build, deploy, and manage Autonomous AI Agents- turning manual, fragmented processes into autonomous operations at scale.
Otera's agents handle end-to-end business processes: reasoning across complex documents, scaling consistent high-quality decisions based on intricate business rules, and operationalizing tribal knowledge that traditionally lived only in the heads of experienced staff.
With €15 million raised in a Series A funding round co-led by Red River West, Alpha Intelligence Capital, and Hoxton Ventures, and the support of existing investors Lunar Ventures and Stride VC, we are accelerating our vision to become the go-to provider for AI-driven automation solutions across the globe.
About the Role
We are looking for a Transformation Program Director to lead our most strategic enterprise customer relationships and AI-driven transformation initiatives, with a particular focus on complex, regulated industries such as insurance, banking, and financial services.
This is a customer-facing, commercially oriented leadership role for someone who thrives at the intersection of enterprise sales, AI agents, consulting, transformation, and value realization. You will act as a senior trusted advisor to executives, helping customers identify high-impact use cases, shape transformation roadmaps, and scale adoption of Otera’s agentic automation platform across their organizations.
You will own the success of flagship accounts from initial strategic alignment through implementation, adoption, renewal, and expansion. This role requires someone who can both sell a vision and deliver measurable outcomes: translating customer pain points into AI agent solutions, building executive confidence, driving commercial growth, and ensuring our platform becomes mission-critical to how customers operate.
This is not a delivery-only role. It is a front-line leadership seat at the center of customer impact, revenue growth, product evolution, and enterprise AI transformation.
Key Responsibilities
Account & Transformation Leadership
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Own the end-to-end transformation vision for strategic customer accounts, from initial ambition through multi-year execution.
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Act as the senior, forward-deployed leader for accounts- partnering with executive stakeholders to define priorities, success metrics, and long-term roadmaps.
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Lead customer enablement, adoption, and expansion, ensuring our platform becomes mission-critical to how clients operate.
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Carry accountability for the commercial health and growth of accounts, contributing meaningfully to revenue through value realization and expansion.
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Partner with Sales and Customer Success to identify and close expansion opportunities.
Program & Delivery Excellence
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Oversee complex, multi-workstream transformation programs spanning AI, automation, data, and operations.
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Establish strong governance, delivery cadence, and executive-level reporting- ensuring clarity, momentum, and accountability.
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Anticipate risks, remove blockers, and make decisive trade-offs to keep programs delivering against strategic goals.
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Lead cross-functional teams across Product, Engineering, and Customer Success to deliver outcomes- not just outputs.
AI-Driven Value Realization
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Ensure deployments of our agentic automation platform deliver real, defensible business impact, not surface-level automation.
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Push beyond “requirements met” to outcomes like straight-through processing, decision automation, and scalable operating leverage.
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Define, track, and continuously validate value metrics with customers, tying technology deployment directly to business performance.
Product Co-Creation & Innovation
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Serve as a critical feedback loop between customers and the Product team, co-shaping the product roadmap based on real-world usage and unmet needs.
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Identify patterns across accounts that can be transformed into repeatable, productized capabilities.
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Bring a pioneering mindset, helping define what the next generation of AI-powered enterprise platforms should look like.
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Influence not just what we build, but why we build it.
About You
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10+ years of experience in enterprise software, consulting, transformation leadership, customer success, solutions, or complex technology programs, with a track record of advising senior executives, building trust, and leading strategic customer engagements.
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Selling or commercial experience, including account expansion, value-based selling, renewal support, enterprise sales partnership, or owning revenue growth within strategic accounts.
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Hands-on experience with AI agents, agentic automation, AI/ML, intelligent automation, LLM-based products, or advanced workflow automation.
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Experience working with enterprise customers, ideally in the insurance sector or financial services transformation.
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Commercially minded and understand how value creation, adoption, executive alignment, and revenue growth reinforce each other.
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Experience working closely with Product and Engineering teams to shape roadmaps and deliver differentiated solutions.
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Entrepreneurial mindset with the confidence to lead from the front and the discipline to deliver results.
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German or French language skills are a strong plus, especially for working with enterprise customers across Europe.
️ Compensation, Perks & Benefits
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High Impact: Directly influence the technical direction of our most critical customer projects and shape the future of our product.
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Cutting-Edge Tech: Work with the latest advancements in agentic AI and automation.
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Growth Opportunity: Be among the first 90 and join a rapidly scaling company with significant opportunities for professional development and leadership.
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Remote Work & Culture: Enjoy the freedom to work from anywhere.
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Exceptional Team: Collaborate with a world-class, driven, and supportive team.
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Competitive Package: Highly competitive salary, significant equity, and comprehensive benefits.
We value diversity and promote it through empathy and respect. We assess based on professional skills, not on social background, gender, age, religion, sexual orientation, or skin colour.
Looking forward to receiving your application!
