Social Video Strategist

Job Description

About Cassidy At Cassidy, we’re building software that helps teams move faster by automating complex, high-leverage workflows with AI. Our platform enables teams to deploy AI agents and automations inside business-critical processes — not just to eliminate busywork, but to handle real operational workflows across the tools they already use.

Deployment Strategists make sure customers get real, measurable value from Cassidy. The role combines consulting, product thinking, and account ownership. You’ll help customers find the right problems to solve, turn those problems into clear requirements, and lead the work through rollout, adoption, and expansion.

Working alongside our Solutions & Engineering team, you’ll turn those decisions into production workflows and AI agents. You own business requirements, prioritization, adoption, and the customer relationship. Success means customers rely on what we deploy, can measure how it improves their business, and keep expanding what they run on Cassidy.

This role is based in New York City and requires working from our office. We value in-person collaboration, and we expect Deployment Strategists to be on site working closely with the broader go-to-market team.

Understand how the customer works. Decide what’s worth building. Assess automation opportunities, estimate their business value, and build a prioritized roadmap that shows customers where to start.
Keep scope grounded in the customer’s needs as you learn more.
Serve as the primary point of contact for a portfolio of customers from onboarding through renewal. Raise problems early, and give a clear recommendation when a customer’s proposed approach needs to change.
Grow the account. Monitor customer health and outcomes to manage risk before it escalates. Find new teams and workflows where Cassidy can help to drive renewal and expansions
Turn customer feedback into clear, actionable insights for the Product team.
Turn lessons from each deployment into playbooks, templates, and best practices the team can reuse as we scale.

For a commercial insurance broker, you might run a discovery sprint on pre-sales processes (e.g., For an existing customer, you might run a monthly review of usage and results. 2-6 years of experience in Management or Technology Consulting, Customer Success, Account Management or a related customer-facing role
~ You’re organized enough to manage multiple accounts and workstreams at once.
~ Comfort working with technical products (APIs, integrations, automation platforms, or AI-powered tools)
~ Strong organizational skills and the ability to manage multiple accounts and priorities
~ Work on a product customers rely on for business-critical workflows
Competitive compensation, equity, and benefits
Real ownership and the chance to help define how Customer Success works as we scale