Skilled in understanding complex business problems and making strategic trade-offs for optimal customer outcomes.
CFA or CPA certification is preferred.
A strong desire for personal growth and a passion for building scalable next-generation products.
Responsibilities
Own key customer value metrics to ensure optimal outcomes.
Develop playbooks for sales and customer support teams.
Manage internal processes across analytics, product surfaces, and communications to deliver exceptional customer value.
Oversee processes to enhance agentic workflows, including evaluations and system prompts.
Collaborate with GTM and Customer Success teams to align implementation and business roadmaps with customer needs.
Benefits
Opportunity to work with a high-impact finance product poised for significant growth.
Cross-functional collaboration with diverse teams, enhancing professional development.
Focus on customer outcomes, allowing for meaningful contributions to client success.
Culture of radical ownership and customer obsession, fostering a dynamic work environment.
Potential for personal growth and involvement in next-generation product development.
Full Job Description
About the Role:
As an Enterprise Delivery strategist in the Strategy & Operations charter of Loop, you are a custodian of value delivered to Loop's Enterprise customers through our finance product. Loop's products power a few billion dollars in revenue today and are poised to scale multifold over the next few years. As the products and the scope of service expands, you are expected to be the value custodian of Loop's enterprise customers, obsessing over customer outcomes and optimizing for key metrics like time to value, engagement & outcomes for the finance product of Loop, Balance.
In this role, you will cross-functionally impact our customer strategy by collaborating across functions like Sales/ GTM, Product Operations, Product & Customer Success while owning key customer value metrics.
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, not limited to evals, system prompts, creating templates and agentic workflows for customers, etc
Collaborating with the GTM/ Customer Success teams to own the implementation and business roadmap, taking business needs and customer needs into account
Eligibility/ Fit: You are most likely a strong candidate for this role if you:
Have at least 8-12 years of experience in a finance, F,P&A or accounting role in a direct to consumer brand or in the E-commerce, CPG, hospitality or the restaurant industry
Have been a Senior financial controller, senior manager or director of finance, managing the lifecycle across accounting, F,P&A & treasury
Are inherently a great sales person - be it selling a product, idea, project, vision or anything else!
Have the ability to break fairly complex problems into smaller parts and build the necessary processes and systems around them.
Have the ability to think metrics, funnels and dashboards
Have exhibited leadership while also having worked in IC roles across your previous roles
Have the ability to understand complex customer/ business problem statements from the lens of business and can make tradeoffs and build for the right customer outcomes
Demonstrate key cultural values of Loop across radical ownership, customer obsession and have the ability to lose no time & move fast on solving problems.
Are a CFA/ CPA charter holder
Have a strong hunger for personal growth and wish to build and deploy products of the next generation at scale, as an operator or a founder.
