← Gradient Labs
Gradient Labs role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI agents that handle customer support, disputes, KYC, and back-office work for banks and fintechs.
Who you'd be calling
Heads of Customer Operations, COOs, and Chief Experience or Risk leaders at banks and fintechs.
Your opener
“Hi [Name], this is [You] from Gradient Labs. I know I'm calling out of the blue. We build AI agents that handle things like disputes and customer support for banks and fintechs, and I wanted to ask how your ops team is handling volume.”
Problems you solve for them
- Support and operations costs grow as customer numbers grow
- Disputes and KYC checks are slow and manual
- Customers expect fast answers around the clock
- Regulated companies worry about AI making mistakes
Discovery questions to ask
- How big is your support and operations team, and where does most of their time go?
- How long do disputes or KYC reviews take today?
- Have you looked at using AI in customer operations, and what concerns came up?
Objections they'll throw at you
“I'm busy right now.”
→ No problem. Can I book five minutes later this week, or is there a better time for you?
“We're not interested.”
→ Fair enough. Is customer operations running smoothly already, or is AI just not something you're considering?
“We already use something for this.”
→ Good to know. What are you using, and does it handle complex work like disputes, or mainly simple chat questions?
“Just send me an email.”
→ Happy to. What's the biggest ops headache right now, so I can make the email worth your time?
Competitors worth knowing
Sierra, Decagon, Intercom
Interview tips for this company
- Financial buyers care about compliance and accuracy, so be careful never to overpromise what AI can do.
- Learn basic terms: KYC, disputes, chargebacks, and customer ops.
- Be ready to explain how an 'AI agent' differs from a basic chatbot.
Written from public information about Gradient Labs to help you practice. Ask an insider what their role play looked like; it's the best prep there is.