About the Company

Our client is a fast-growing, AI-native SaaS platform transforming how modern finance and accounting teams manage the contract-to-cash lifecycle. Founded in 2023 and headquartered in New York City, the company has rapidly scaled and secured over $91M in funding from top-tier venture investors including Lightspeed Venture Partners, General Catalyst, and Primary.

Their intelligent automation technology streamlines billing, collections, revenue recognition, reporting, and ERP integrations—empowering finance teams to eliminate manual work and accelerate cash flow. High-growth customers rely on this platform to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.

The Opportunity

The company is seeking an Implementation Team Lead to play a hybrid player-coach role as they scale their customer delivery function. This leader will mentor and manage a small team of Implementation Managers while remaining hands-on with key strategic customer onboarding and complex deployments.

You will help define how implementation is executed as the organization grows—building scalable processes, partnering closely with Product and Engineering, and ensuring customers achieve smooth, successful go-lives. This role is highly cross-functional and critical to delivering an exceptional end-to-end customer experience.

What You’ll Be Doing

• Lead and develop a team of Implementation Managers, providing coaching, feedback, and guidance while modeling best-in-class delivery standards.

• Own complex, high-impact implementations, including mapping business processes, configuring the platform, managing ERP integrations (NetSuite, QuickBooks), and driving customers to go-live.

• Improve and scale processes by refining implementation playbooks, standardizing workflows, and partnering with Operations to strengthen tooling and data visibility.

• Act as a customer-facing subject matter expert, clearly communicating accounting and revenue recognition concepts to ensure alignment with customers’ financial requirements.

• Collaborate with Product and Engineering to surface insights, diagnose integration issues, and influence roadmap prioritization.

• Drive excellence across the team by tracking delivery metrics, identifying blockers, and implementing coaching or process changes that enhance quality, speed, and satisfaction.

• Support scale and growth through hiring, onboarding, and building knowledge-sharing structures that mature the implementation function.

What They’re Looking For

• 5–7 years of experience in SaaS or fintech implementation, customer onboarding, or professional services

• Experience managing or mentoring a small team while maintaining direct project ownership

• Strong technical and accounting fluency, ideally with knowledge of ASC 606, order-to-cash workflows, and ERP systems such as NetSuite or QuickBooks

• Demonstrated success leading complex client implementations with high accuracy and customer satisfaction

• Excellent communication skills across financial, accounting, and technical stakeholders

• Background in finance or accounting software; CPA or Big Four experience is a plus

• Based in New York City and able to work 5 days per week in-office at the Soho HQ

Compensation & Benefits

• Base compensation: $175K–$205K + equity

• Up to 100% employer-covered medical, dental, and vision

• Daily meal stipend for in-office days

• Commuter benefits (tax-free)

• Parental leave up to 12 weeks

• Unlimited PTO

• 401(k)

• Employee Assistance Program