Deployed Intelligence - Strategist
Customer-facing role owning post-sale success for AI agent deployments in accounting firms. Leads engagements, translates business needs into agent workflows, and feeds product insights to engineering. Requires 4+ years in enterprise SaaS customer success/implementation.
About the job
Responsibilities
- Own post-sale success for accounts from kickoff to adoption and expansion.
- Lead customer engagements, run workshops and training sessions.
- Translate business goals into intelligent agent workflows for accounting.
- Provide constant feedback to Engineering team on product improvements.
Requirements
- 4+ years at fast-paced Enterprise SaaS or fintech startup, or deploying complex SaaS solutions, working closely with customers on onboarding, implementation, and training.
- Extensive experience managing enterprise relations, ideally with large accounting firms.
- Process-oriented: Skilled at breaking down complex problems into clear, repeatable steps and managing execution.
- Strong communicator: Clear at explaining concepts, comfortable with senior and junior stakeholders.
- First principles reasoner: Question assumptions, apply lessons to new situations.
- Company-builder: Excited to lay technical and cultural groundwork as company scales.
- Excited about AI in accounting.
- Office lover: Prefers in-person collaboration.
- All-in commitment: Not a 9-5 role.
Nice-to-Haves
- Accounting experience and/or CPA.
Benefits
- Premium Medical, Dental, Vision; Life Insurance; 6 coaching & 6 therapy sessions.
- Unlimited PTO + 12 paid holidays.
- Daily meal stipends, stocked kitchen, $300 desk setup.
- Pre-tax commuter benefits, 401(k).
- Monthly office activities, team happy hours.
- Parental Leave.
Skills
Saas Implementation, Customer Onboarding, Enterprise Account Management, Workshop Facilitation, Ai Agent Workflows, Accounting Processes, Stakeholder Communication, Process Design, Fintech Solutions, Product Feedback
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