Implementation Lead

Implementation Lead

Location: Needham (Boston), MA or Midtown Manhattan, NY Company Stage of Funding: Seed-Stage AI-Native Fintech / Revenue Intelligence Platform Office Type: Hybrid (4 days/week in office) Salary: $120,000 – $150,000 Base (Flexible up to ~$180K for exceptional candidates) Equity: Competitive Bonus: Implementation Fee-Based Bonus Potential ($50K+) Visa: No Sponsorship Available

Our client is building an AI-native revenue intelligence platform that helps PE-backed and high-growth businesses create a single source of truth for revenue, customer, and usage data. The platform automates complex revenue modeling workflows that have traditionally required large consulting teams, transaction services firms, and significant manual financial analysis. Founded by experienced operators including HubSpot's first employee, the company combines AI, financial modeling, and modern data infrastructure to transform how CFOs and finance teams analyze revenue performance. Backed by approximately $11M in seed funding from Vestigo Ventures and Conversion Ventures, the company is experiencing rapid customer growth and expanding its implementation team.

The platform leverages:

• AI-powered financial modeling
• Revenue cubes and waterfalls
• Customer segmentation analysis
• Cohort analytics
• Revenue intelligence systems
• LLMs from Anthropic and OpenAI
• Automated data transformation
• Finance workflow automation
• Modern analytics infrastructure

Customers include PE-backed companies and high-growth businesses with complex revenue models, typically exceeding $25M in annual revenue. The company is reimagining financial consulting and implementation services through AI-first workflows rather than traditional human-capital-heavy delivery models. Implementation challenges involve working directly with CFOs, reconciling financial systems, building revenue intelligence models, analyzing customer and revenue trends, and helping organizations make strategic decisions using clean financial data. The culture values customer obsession, ownership, intellectual curiosity, AI adoption, adaptability, and hands-on execution.

What You Will Do

• Own end-to-end implementation of revenue cube projects for PE-backed clients
• Act as a trusted advisor to CFOs and finance leaders throughout implementations
• Manage multiple customer implementations simultaneously
• Analyze complex financial datasets and business performance metrics
• Build revenue cubes, waterfalls, cohort analyses, and segmentation models
• Investigate and reconcile historical financial reporting
• Translate business questions into analytical frameworks
• Leverage AI tools to automate financial modeling workflows
• Use SQL and AI-assisted analytics tools to analyze customer and revenue data
• Partner with finance teams to improve reporting and strategic decision-making
• Drive customer accountability throughout implementation timelines
• Lead client meetings and stakeholder discussions independently
• Identify gaps, inconsistencies, and risks within financial datasets
• Collaborate closely with product, engineering, and services teams
• Help shape implementation best practices and delivery processes
• Work directly with PE-backed and high-growth SaaS companies
• Present findings and recommendations to senior executives
• Build scalable implementation methodologies using AI-native workflows
• Support ongoing managed service engagements after implementation
• Help define the future of AI-powered financial services delivery

Ideal Candidate Background

• 3–7 years of experience in transaction services, financial consulting, FP&A, or financial analytics
• Experience building revenue cubes, waterfalls, cohort analyses, or customer segmentation models
• Big Four Transaction Services experience preferred (EY, PwC, Deloitte, KPMG)
• Experience at firms such as Accordion, A&M, CFGI, RSM, Riveron, or similar advisory organizations
• Strong financial modeling and analytical skills
• Client-facing experience managing stakeholders independently
• Experience working directly with CFOs, finance leaders, or executive teams
• Strong understanding of revenue recognition, retention, cohorts, and financial performance analysis
• Working knowledge of SQL
• Comfortable leveraging AI tools for data analysis and workflow automation
• Experience working with Salesforce, NetSuite, ERP systems, or data warehouses
• Strong communication and presentation skills
• Ability to manage multiple projects simultaneously
• Comfortable operating in fast-paced startup environments
• Experience in PE-backed companies or high-growth businesses preferred
• Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Strong Signals

• Big Four Transaction Services experience
• Accordion, A&M, CFGI, Riveron, or FTI background
• Experience building revenue cubes and revenue waterfalls
• Customer-facing financial consulting experience
• FP&A experience at PE-backed SaaS companies
• Experience working directly with CFOs
• Strong stakeholder management skills
• Experience conducting cohort and retention analysis
• SQL proficiency
• Experience using AI tools for financial analysis
• Revenue intelligence or revenue operations experience
• SaaS metrics expertise
• Financial due diligence experience
• Experience in high-growth startup environments
• Strong ownership and project management capabilities
• Comfort with ambiguity and evolving processes
• Ability to independently lead client engagements
• Interest in AI transforming professional services
• Experience managing multiple concurrent client accounts

Compensation and Benefits

• Base salary: $120,000 – $150,000
• Potential flexibility for exceptional candidates
• Performance-based implementation bonus opportunity
• Competitive equity package
• 401(k)
• Medical, dental, and vision coverage
• Work directly with CFOs and executive leadership teams
• Join a rapidly growing AI-native fintech company
• Exposure to cutting-edge AI-powered financial modeling
• Significant ownership and client-facing responsibility
• Direct access to experienced founders and operators
• Opportunity to shape the future of AI-enabled financial services
• Hybrid work environment in Boston or New York
• Strong runway and customer growth
• Fast interview and hiring process

Why Join

This is an opportunity to help redefine how financial services and revenue intelligence are delivered. Rather than relying on traditional consulting models, the company is building AI-native systems that automate financial analysis, revenue modeling, and strategic reporting for PE-backed businesses. You'll work directly with CFOs, solve high-impact business problems, and help shape a category-defining platform at the intersection of finance, AI, and data. The role offers a unique combination of financial consulting, analytics, customer-facing ownership, AI adoption, and startup impact. If you enjoy financial modeling, working directly with executive stakeholders, leveraging AI to solve complex business problems, and operating in high-growth environments, this role offers exceptional exposure and career growth.