Full Job Description
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.
What you'll do
• 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
What we're looking for
• 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.
Bonus points
• Experience with accounting, tax, bookkeeping, or other financial workflows.
• Familiarity with the needs of small to midsize accounting firms.
Benefits
Compensation and benefits
• Base salary of $140K to $160K.
• Competitive equity.
• Full-time role.
Location and work model
• Hybrid in San Francisco, with 3 to 4 days per week in person at the Fisherman's Wharf office.
• Visa sponsorship and visa transfers are not available.
