Implementation team lead
Core
Lead complex implementations for an AI-native finance platform, acting as a trusted technical advisor to design data mapping, integrations, and process workflows.
Role type
Senior Implementation Team Lead (Hands-on IC with people management)
Builds
Customer onboarding motion, implementation playbooks, and scalable deployment tooling
Domain
B2B SaaS / Financial Technology / AI
Deliverable
production ML models
Required skills
Technical project management, team leadership, process design, multi-stakeholder management, API/integration knowledge, AI tool fluency
Preferred skills
Big 4 accounting firm experience, accounting process knowledge, SQL, Excel, fintech experience, ERP familiarity, pre-sales collaboration, automation/AI workflow experience
Responsibilities
Act as a trusted technical advisor for 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 environments; Feed implementation learnings back to Product and R&D; Design and build the onboarding motion including playbooks and metrics; Manage and mentor the implementation team to ensure scalable delivery
