Implementation team lead
Core
Lead complex implementations for an AI-native finance platform, acting as a trusted technical advisor to customers while building the onboarding motion from the ground up.
Role type
Senior Implementation Team Lead (Hands-on IC with people management)
Builds
Customer onboarding processes, implementation playbooks, and scalable deployment tooling for a B2B SaaS finance platform.
Domain
Fintech / Financial Technology / B2B SaaS
Deliverable
production ML models
Required skills
Technical project management, team leadership, process design, multi-stakeholder project management, API and integration knowledge, AI tool fluency, SQL, Excel
Preferred skills
Big 4 accounting firm experience, accounting processes knowledge, ERP systems familiarity, fintech experience, pre-sales collaboration, automation technologies
Technologies
APIs, integrations, SQL, Excel, AI tools
Responsibilities
Act as a trusted technical advisor providing data mapping and architectural support; Partner with Sales on late-stage deals for technical scoping; Translate customer manual processes into agentic solutions; Pilot and deploy new features in real customer environments; Feed implementation learnings back to Product and R&D; Design and build the onboarding motion including playbooks and metrics; Hire, manage, and mentor the implementation team.
Seniority
Senior, hands-on IC with people management
