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About the Role
We are hiring a Customer Implementation Lead to build the company’s first implementation function. This is a hands-on individual-contributor role. You will own the full customer journey from contract signing to daily product use for accounting firms with 5 to 50 employees, working directly with the founders to make every implementation successful and repeatable.
Responsibilities
- Scope implementation plans with firm owners and guide each customer from contract through daily use.
- Train end users, install the software into their workflows, and help accounting firms adopt the product successfully.
- Triage issues after onboarding and coordinate practical resolutions.
- Build repeatable implementation processes and playbooks from scratch as the company grows.
- Turn structured customer feedback into clear input for the product and engineering teams.
- Work closely with the founders on high-priority customer outcomes.
Requirements
- 2 to 5 years of experience in a customer-facing B2B SaaS implementation or onboarding role, ideally at a seed or Series A company.
- Experience training end users and owning customer outcomes through adoption.
- Demonstrated ability to build a process from scratch in an ambiguous, high-ownership environment.
- A bachelor’s degree or higher.
- A record of sustained ownership, strong judgment, and practical customer problem-solving.
- Experience with accounting, tax, bookkeeping, or other financial workflows.
- Familiarity with the needs of small to midsize accounting firms.
Location
- San Francisco
Work Type
- Hybrid
- Full-time
Experience Level
- 2 to 5 years
Education Level
- Bachelor's degree or higher
Salary/Compensations
- $140K to $160K
Benefits
- Competitive equity
About the Company
- Our client is a seed-stage AI company building bookkeeping and tax-preparation software for CPA firms.
- Its software prepares the work and human reviewers approve it, helping accounting firms serve their clients with more efficient workflows.
- The founders have previously scaled businesses, and the team has signed hundreds of thousands of dollars in pilot revenue in recent weeks.