Director CX AI
- Compensation
- Not disclosed
- Location
- United States
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Full time
- Experience
- 5+ years
- Category
- Not specified
- Posted
Skills
Must have
- 5+ years in enterprise software, with real ERP experience
- A Customer Success, support or consulting background in an ERP environment
- Proven experience running customer-facing AI agents. Experience using AI tools for internal productivity alone does not meet this requirement.
- Hands-on experience with agentic AI workflows, such as agent-to-agent hand-offs or AI built into business workflows
- Working knowledge of APIs and integrations: you can support and troubleshoot them without being a developer
- Clear communication that turns technical findings into action for customers and internal teams
Nice to have
- Dynamics 365 Business Central experience (strongly preferred); Finance & Operations or NAV also counts
- Background as a BC/NAV functional-technical consultant
- Accounting or finance process knowledge
- Experience in mortgage, financial services or another regulated environment
- Working knowledge of Copilot Studio, Power Platform and Application Insights (or similar telemetry tools)
- Familiarity with AI design patterns (retrieval/RAG, tool calling, structured outputs, multi-step orchestration), MCP, and the wider Microsoft AI stack (Azure AI Search, Logic Apps, Entra ID)
Full description
Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. With a buy-grow-and-hold-for-life approach and a permanent capital base, Banyan acquires and grows companies worldwide, honoring founder legacies and helping portfolio companies modernize through shared AI expertise and operational discipline. Founded in 2016, Banyan operates more than 120 portfolio companies across North and South America, Europe, and APAC, and has appeared on the Inc. 5000 list for six consecutive years. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world.
AI Agent Operations Consultant
Loan Vision · Remote, United States (light travel) · Full-time · Customer Success
Reports to: VP, Customer Success & Engagement
About Loan Vision
Loan Vision is mortgage accounting software built on Microsoft Dynamics 365 Business Central. Lenders use it to run loan-level accounting, AP and cash management, commissions, core finance, reporting and analytics in one place. More than 250 mortgage banking customers rely on it, including independent mortgage banks, banks and credit unions. Loan Vision is part of Banyan Software.
In July 2026 we launched Luna, an AI assistant inside the platform that gives customers instant answers and step-by-step guidance. Luna 2.0, now in development, is an agent that takes action inside the ERP. Soon our customers may work alongside AI for much of their day.
About the Role
Loan Vision is becoming an AI-first company, and Luna is quickly becoming the front door to our platform and our support.
You'll run Agent Operations within Customer Success, working under the direction of the VP, Customer Success & Engagement, who owns Luna's strategy and roadmap. Your focus is keeping Luna accurate, trusted and widely used across Luna 1.0 in production and Luna 2.0 as it rolls out. You'll train Luna continuously, watch its quality through telemetry, help customers get the most from it, and turn what customers do with it into clear improvements to the product, the documentation and the agent's skills.
This is a hands-on, techno-functional role. You don't need to write code, but you do need to understand how agentic AI works: how agents behave and escalate, how they hand off to one another, and how AI fits into a customer's accounting workflow. You'll be comfortable supporting APIs and integrations. The role is an individual contributor position today, with room to grow as Luna's reach expands.
What You'll Oversee
- Luna's day-to-day operation and quality, for Luna 1.0 in production and Luna 2.0 as it launches