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About the Role
As a Delivery Strategist, you will own the value delivered to Loop’s enterprise customers, focusing on customer outcomes and key metrics for Loop’s finance product, Balance. You will shape customer strategy cross-functionally, partnering with Sales/GTM, Product Operations, Product, and Customer Success.
Responsibilities
- Ownership of key customer value metrics
- Building playbooks for the sales and customer support functions
- Ownership of all internal processes across analytics, product surfaces, content and communications across functions to ensure 10-star value delivery to customers
- Ownership of internal processes needed to monitor and improve agentic workflows, including evals, system prompts, creating templates and agentic workflows for customers
- Collaborating with GTM/Customer Success teams to own the implementation and business roadmap, considering business and customer needs
Requirements
- At least 5-8 years of experience in a finance, FP&A, or accounting role within a direct-to-consumer brand or in the E-commerce, CPG, hospitality, or restaurant industry
- Experience as a Senior Financial Controller, Manager, or Senior Manager of Finance, managing the lifecycle across accounting, FP&A, and treasury
- Ability to sell products, visions, ideas, or projects
- Ability to break down complex problems into smaller parts and build necessary processes and systems
- Ability to think in terms of metrics, funnels, and dashboards
- Demonstrated leadership and experience in individual contributor roles
- Ability to understand complex customer/business problem statements from a business perspective and make tradeoffs for optimal customer outcomes
- Demonstrate Loop's cultural values: radical ownership, customer obsession, and the ability to move fast on solving problems
- CFA/CPA charter holder
- Strong hunger for personal growth and a desire to build and deploy next-generation products at scale
Skills
- Finance
- FP&A
- Accounting
- Sales
- Problem-solving
- Metrics analysis
- Leadership
- Customer outcome focus
- Process building
- Agentic workflow management
Location
- San Francisco
- New York
- Tampa
- India
Work Type
- Full-time
Experience Level
- 5-8 years
Education Level
- CFA/CPA charter holder
Salary/Compensations
- $120,000 - $180,000
About the Company
- Loop is an agentic restaurant intelligence software that augments the back office of restaurant chains by automating workflows and delivering intelligence across finance, operations, and marketing.
- Loop deploys AI agents built by an in-house team of AI engineers, strategists, and subject matter experts into restaurant brands.
- Loop is one of the fastest-growing restaurant technology companies, powering billions in revenue and serving over 10,000 restaurants within 3 years.
- Loop is built by a world-class team of entrepreneurs, operators, leaders, and AI engineers from companies like Uber, Google, Amazon, and McKinsey.