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  • Implementation Team Lead

    AccountingTech

    About the Company

    Our client is a fast-growing, AI-native SaaS platform transforming how modern finance and accounting teams manage the contract-to-cash lifecycle. Founded in 2023 and headquartered in New York City, the company has rapidly scaled and secured over $91M in funding from top-tier venture investors including Lightspeed Venture Partners, General Catalyst, and Primary.

    Their intelligent automation technology streamlines billing, collections, revenue recognition, reporting, and ERP integrations—empowering finance teams to eliminate manual work and accelerate cash flow. High-growth customers rely on this platform to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.

    The Opportunity

    The company is seeking an Implementation Team Lead to play a hybrid player-coach role as they scale their customer delivery function. This leader will mentor and manage a small team of Implementation Managers while remaining hands-on with key strategic customer onboarding and complex deployments.

    You will help define how implementation is executed as the organization grows—building scalable processes, partnering closely with Product and Engineering, and ensuring customers achieve smooth, successful go-lives. This role is highly cross-functional and critical to delivering an exceptional end-to-end customer experience.

    What You’ll Be Doing

    • Lead and develop a team of Implementation Managers, providing coaching, feedback, and guidance while modeling best-in-class delivery standards.

    • Own complex, high-impact implementations, including mapping business processes, configuring the platform, managing ERP integrations (NetSuite, QuickBooks), and driving customers to go-live.

    • Improve and scale processes by refining implementation playbooks, standardizing workflows, and partnering with Operations to strengthen tooling and data visibility.

    • Act as a customer-facing subject matter expert, clearly communicating accounting and revenue recognition concepts to ensure alignment with customers’ financial requirements.

    • Collaborate with Product and Engineering to surface insights, diagnose integration issues, and influence roadmap prioritization.

    • Drive excellence across the team by tracking delivery metrics, identifying blockers, and implementing coaching or process changes that enhance quality, speed, and satisfaction.

    • Support scale and growth through hiring, onboarding, and building knowledge-sharing structures that mature the implementation function.

    What They’re Looking For

    • 5–7 years of experience in SaaS or fintech implementation, customer onboarding, or professional services

    • Experience managing or mentoring a small team while maintaining direct project ownership

    • Strong technical and accounting fluency, ideally with knowledge of ASC 606, order-to-cash workflows, and ERP systems such as NetSuite or QuickBooks

    • Demonstrated success leading complex client implementations with high accuracy and customer satisfaction

    • Excellent communication skills across financial, accounting, and technical stakeholders

    • Background in finance or accounting software; CPA or Big Four experience is a plus

    • Based in New York City and able to work 5 days per week in-office at the Soho HQ

    Compensation & Benefits

    • Base compensation: $175K–$205K + equity

    • Up to 100% employer-covered medical, dental, and vision

    • Daily meal stipend for in-office days

    • Commuter benefits (tax-free)

    • Parental leave up to 12 weeks

    • Unlimited PTO

    • 401(k)

    • Employee Assistance Program

    New York, New York, United States
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  • Sr. Sales Executive

    WealthTech
    Remote

    Our client, a global leader in wealth management technology with 30+ years of success and $450B+ in Assets Under Administration, is seeking a Senior Sales Executive to drive growth across the EMEA region. This is an individual contributor role focused on selling enterprise SaaS solutions to major financial institutions, including wealth managers, banks, and insurance companies.

    Key Responsibilities:

    • Win new business and expand existing client relationships, consistently achieving or exceeding ARR quota.

    • Build and maintain a strong pipeline of strategic opportunities within Tier 1 and Tier 2 wealth management firms.

    • Develop and manage long-term C-level relationships, mapping client strategic priorities to solutions.

    • Collaborate with internal teams (Partnerships, Marketing, CX, and Pre-Sales) to ensure successful outcomes.

    • Engage with key partners to drive joint business opportunities and market presence.

    Qualifications:

    • 10+ years’ track record in enterprise SaaS sales, ideally in wealth management or financial services technology.

    • Strong network and existing relationships with senior decision makers across EMEA financial institutions.

    • Experience selling into high-growth or start-up environments.

    • Skilled in complex deal design, strategic selling, and new product introduction.

    • Excellent communication, negotiation, and presentation skills, with the ability to build trust at C-level.

    • Willingness to travel extensively across the region (up to 50%).

    £130K - 140K per year
    Greater London, United Kingdom
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  • Senior SWE – Tudor

    WealthTech

    ⚡ Senior Software Engineer (5+ YoE – Python/Ruby/Java)

    ✨ NYC-Based Wealthtech Start-up

    💲 $180,000 – 220,000 Base + Equity + Full Benefits

     

    A well funded financial technology start-up based in New York City is hiring an experienced senior software engineer to help build a new proud. They are specifically looking for experienced engineers with proven success in start-up environments – product-focused engineers with a product-driven mindset that are looking to drive solutions for the most challenging projects.

     

    If you are an entrepreneurial engineer who enjoys getting involved in all aspects of product development and have expert technical skills, coupled with a strong business acumen, this is the opportunity to be part of a hyper growing company building a globally scalable product.

     

    Responsibilities:

    • Build, test and deploy software in a continuous manner
    • Lead, architect, scope and build core parts of the system from the ground up
    • Partner and work closely with problem experts to design elegant and flexible solutions to solve the clients’ needs, all while thinking forward about future use cases.

     

    Requirements

    • 5+ years of software engineering experience. Python experience strongly preferred.
    • Hands-on experience with at least one major JavaScript framework such as Angular, React, Ember, or Backbone. React is a plus.
    • AWS experience
    • Comfortable operating in high-growth, fast-paced environments with frequent change.
    • Prior startup experience is highly preferred.

     

    Why Apply?

    • Join a rapidly scaling, well-funded startup with significant long-term potential.
    • Help build a next-generation fund management platform for private investors with global reach.
    • Partner with clients in a trillion-dollar U.S. industry.

     

    📧 Interested? Click ‘Easy Apply’ or email me at tudor.simionescu@storm2.com

    ⚡ Storm2 is a specialist FinTech recruitment firm with clients across North America. To explore open roles or discuss your career, visit storm2.com or follow our LinkedIn page for updates.

    $180K - 220K per year
    New York, New York, United States
    View job

  • Senior SWE- Ollie

    Payments

    Senior Software Engineer
    Location: New York
    Type: Full-time
    Salary: $180,000-$220,000
     
    About the Company:
    A fast-growing fintech company, following the raising of a series B funding round this month. They are trying to transform the way private fund managers effectively manage their funds through cutting edge technology. Located in the heart of NYC, the strong in-office culture drives collaboration, and they are looking to make strong additions to their team.
     
    Role Overview:
    They’re looking for a seasoned product-focused engineer that is not afraid to get into the weeds in order to drive solutions on their most challenging projects. The problems they solve are highly complex and require a product driven mindset, expert level technical skills and business acumen to drive the best outcomes.
     
    Key Responsibilities:

    • Build, test, and deploy software in a continuous manner.
    • Architect, scope, and build core parts of their system from the ground up.
    • Work closely with problem experts to design elegant, flexible solutions that solve early clients’ problems while being forward thinking about future use cases.

     
    Requirements:

    • Have 5+ years of experience working with server side languages.

    Experience with one of Angular, Ember, Backbone or React. React is preferred.

    • Solid grasp of relational databases and transactions.
    • Knowledge of platform/cloud technologies and distributed systems. AWS experience is a bonus.
    • Are obsessed with details and excited to “get into the weeds.
    • Have excellent written and verbal communication skills
    • Capacity to work in high growth, fast-paced environments, and can adapt to change

     
    Benefits:

    • Comprehensive healthcare benefits.
    • Family-friendly policies
    • Flexible schedules
    • 401k

     
    Process:
    HR –> CTO –> Technical –> On site interview
     

    $180K - 200K per year
    New York, New York, United States
    View job

  • Staff Software Engineer

    Payments

    ⚡ Staff Software Engineer (8+ YoE – Python/Django)
    ✨ NYC-Based B2B Payments Start-up
    💲 $215,000 – 260,000 Base + Equity + Full Benefits
     
    A well-funded B2B Payments financial technology start-up based in New York City is hiring an experienced staff software engineer to build a next-generation payments platform. The product is capable of powering billions of dollars of payments volume and it is targeting clients from a trillion-dollar industry in the U.S.
     
    They’re specifically looking for engineers who thrive in start-up environments – people who can take complete ownership of systems, build scalable architectures, design systems and deliver new features from the ground up. This role will be vital to the development of the core platform and will partner closely with the company’s CTO. The ideal engineer is someone excited about the product and the mission, all while looking to be part of a team and company looking to continuously scale. 
     
    If you’re motivated by cutting-edge technology, high-impact work, and the chance to shape products used at global scale, this is a rare opportunity to be part of something truly disruptive.
     
    Responsibilities:

    • Design and build core parts of a payments platform such as:
    • Money movement and payments operations functions
    • Integrations with third-party business systems
    • Performance tuning and scaling
    • Reporting and compliance functionality
    • Design customer-facing APIs
    • Build and maintain system architecture
    • Build new features from the ground up
    • Accelerate and improve engineering processes
    • Contribute to the team’s culture by setting the pace and serving as an example of excellence.
    • Be involved in interviewing, onboarding, and mentoring new hires.

     
    Requirements:

    • 8+ years of software engineering experience (Python/Django strongly preferred)
    • Previous (early stage) startup experience strongly preferred
    • Ability to write and debug production-quality backend code
    • Ability to evaluate the trade-offs between speed and robustness when it comes to systems design
    • Strong and proactive communication skills
    • Ability to evaluate customer impact of technical features
    • Preferred (not required): Experience with AWS services, PostgreSQL, Redis
    • Preferred (not required): Prior experience or demonstrated interest in payments and/or fintech

     
    Why Apply?

    • Join a rapidly growing, well-funded startup with massive upside
    • Build a B2B payments platform with global usage potential
    • Work with clients from a trillion-dollar industry in the U.S.
    • Power payments infrastructure for some of the most famous names in that industry
    • Located in the heart of New York City
    • Be part of a collaborative team which is in office 3 days a week.

     
    📧 Interested? Click ‘Easy Apply’ or email me at tudor.simionescu@storm2.com
     
    ⚡ Storm2 is a specialist FinTech recruitment firm with clients across North America. To explore open roles or discuss your career, visit storm2.com or follow our LinkedIn page for updates.
     

    $215K - 260K per year
    New York, United States
    View job

  • Growth Marketing

    Payments
    Remote

    ⚡ Growth Marketer

    💼 B2B Payments / Fintech

    💲 $190k base + Equity

    🌎 US – Remote

     

     

    About the Role

    We’re looking for a Growth Marketer to own strategy and execution across the full customer lifecycle for a B2B payments infrastructure. This role is responsible for driving scalable acquisition, improving conversion at every stage of the funnel, and building a rigorous, experiment-driven growth function.

     

    You’ll oversee performance channels, lifecycle initiatives, and conversion optimization while working closely with Product, Sales, RevOps, and other stakeholders to ensure growth initiatives directly support revenue outcomes.

     

     

    Key Responsibilities

    • Lead multi-channel paid acquisition programs (search, social, programmatic, intent platforms, affiliates).
    • Collaborate with external partners to refine campaign strategy, optimize spend, and enhance reporting.
    • Improve channel performance through structured experimentation, creative testing, segmentation, and continuous iteration.
    • Use analytics tools to diagnose funnel friction, uncover behavioral insights, and prioritize improvements.
    • Track core economics such as LTV, CAC, and retention to maintain sustainable growth.
    • Develop and manage lifecycle and nurture sequences across onboarding, engagement, and reactivation.
    • Run systematic growth experiments across acquisition, activation, and monetization.
    • Conduct message and UX testing with experimentation platforms.
    • Build and optimize landing pages and lead-capture flows using no-code tools or internal CMS solutions.
    • Oversee overall website performance and partner with design and product to improve conversion paths.

     

     

    What We’re Looking For

    • A growth marketer who understands the full funnel and can operate across paid, owned, and earned media.
    • Data-driven mindset with the ability to translate insights into actionable strategies.
    • Comfortable collaborating across teams and aligning priorities in a fast-moving environment.
    • Strong experimenter with experience validating hypotheses and scaling successful programs.
    • Proven ability to manage complex multi-channel campaigns end-to-end.
    • Practical experience with marketing automation, workflow design, and data quality best practices.

     

     

    Your Background

    • 7+ years in growth, demand generation, or digital marketing within SaaS, fintech, or similarly fast-paced B2B environments.
    • Demonstrated success scaling paid programs and lifecycle initiatives.
    • Hands-on experience with analytics platforms, marketing automation tools, and SEO/SEM software.
    • Familiarity with compliance considerations and data regulations common in financial or regulated industries.
    • Highly detail-oriented and comfortable managing multiple initiatives simultaneously.
    • Strong analytical skills with experience using BI tools and performance dashboards.
    • Advanced proficiency with enterprise-level marketing automation systems; certifications a plus.
    Florida, United States
    View job

  • Head of Compliance

    Payments

    ⚡ Head of Compliance
    💼 Payments
    💲 $180,000 – $200,000
    🌎 OnSite – New York
     
    About the Company
    We are a leading global cross-border embedded payments provider, processing over $300B in transactions worldwide. Our mission is to enable seamless, secure, and compliant international payments that power global commerce.
    We’re seeking a Head of Compliance to oversee our North American compliance function, ensuring adherence to U.S. and Canadian regulations while fostering business growth and exceptional customer experiences.
     
    Key Responsibilities

    • Compliance Program Leadership: Design, implement, and manage the North America Compliance Program across all regimes—regulatory compliance, licensing, AML/CFT, sanctions, anti-corruption, and more.
    • Risk Management: Identify, assess, and mitigate compliance risks across all business units and subsidiaries.
    • Regulatory Expertise: Maintain deep knowledge of relevant laws and guidelines; brief executives and the Board; train teams on new requirements; develop robust policies, procedures, and internal controls.
    • Monitoring & Reporting: Oversee compliance with all applicable laws, regulations, and internal policies; prepare accurate regulatory filings including MSB reports, SARs, and OFAC submissions.
    • Regulatory Engagement: Lead examinations, license renewals, and inquiries; build and maintain positive relationships with regulators.
    • Product & Business Integration: Embed compliance controls into new products and initiatives from inception.
    • Third-Party Oversight: Manage due diligence and ongoing monitoring of vendors and partners.
    • Program Effectiveness: Conduct compliance testing, audits, and reviews to ensure program efficiency.
    • Licensing Management: Acquire and maintain all necessary business and regulatory licenses, including those for international operations.
    • Cross-Functional Collaboration: Partner with other departments to align compliance and customer experience objectives.
    • Team Leadership: Build, mentor, and lead a high-performing compliance team.

     
    Qualifications
    Education & Experience

    • Bachelor’s degree (or higher) in a related field.
    • 10+ years’ experience in compliance, including at least 2 years in a managerial role within a fintech payments company.
    • Expert knowledge of U.S. and Canadian regulations, including BSA/AML and OFAC sanctions requirements.
    • Hands-on experience in AML compliance and product compliance within payments or money service businesses.
    • Preferred: Experience integrating technology solutions into compliance programs.
    • Preferred: Experience working with international stakeholders.

    Skills & Attributes

    • Exceptional written/verbal communication, analytical, and leadership abilities.
    • Open to innovation and emerging technologies.
    • Strong grasp of global payment products and industry trends.
    • Highly self-motivated, thriving in fast-paced, high-pressure environments.
    • Organized, independent, and pragmatic, with excellent judgment.
    London, New York, United States
    View job

  • Sr Sales Executive

    WealthTech
    Remote

    JOB DESCRIPTION

    Role: Senior Sales Executive
    Location: London, UK / Remote
    Type: Full Time
     

    About the Company

    The company is a long-standing provider of Wealth Management software with over 30 years of experience helping financial services organizations modernize and scale. Its platform is used by mutual fund dealers, securities firms, wealth management organizations, and insurance companies looking to stay competitive in a rapidly evolving environment.

    More than 25,000 financial advisors and 1.5 million investors across 12 countries rely on the company’s technology—representing more than $450B in Assets Under Administration. The company’s comprehensive functionality and market-leading solutions streamline portfolio management, increase operational efficiency, and significantly enhance advisor (AX) and customer experience (CX).

    The company values talent, ideas, and initiative. Employees are empowered to make meaningful contributions to clients and the business. The environment supports creativity, growth, and continuous learning.

    The Role

    The Senior Sales Executive is an individual contributor responsible for selling to both prospective and existing clients. The mandate is to expand adoption of the company’s Wealth Management SaaS solutions across the EMEA region through direct sales and partner-driven efforts.

    This role is accountable for driving new annual recurring revenue (ARR) through effective territory management, pipeline development, and collaboration with colleagues in Partnerships and Marketing.

    Key Responsibilities

    • Create, drive, and close new business with both new logo and existing clients, meeting or exceeding annual ARR quota

    • Build and maintain a strong long-term pipeline to support sustainable revenue growth

    • Partner with Customer Experience, Partner Sales, and Solutions Consulting teams throughout pre-sales and post-sales efforts to ensure successful client outcomes

    • Develop long-term strategic relationships with C-level and senior stakeholders, understanding their priorities and mapping company solutions to their needs

    • Build and maintain strong strategic relationships with key partners across the region

    Requirements

    • 10+ years of successful enterprise SaaS sales experience targeting key decision makers in the Wealth Management industry

    • Bachelor’s degree or higher

    • Experience working in start-ups or small high-growth companies

    • Strong, relevant network within the EMEA Wealth Management ecosystem

    • Experience with Financial Services SaaS (banking, wealth management, or asset management), with a preference for Wealth Management

    • Deep relationships with decision makers in Tier 1 and Tier 2 wealth management firms, banks, insurance companies, and other relevant organizations

    • Strong major-account sales skills within Financial Technology

    • High-output, energetic, enthusiastic, persistent, and team-oriented approach

    • Creative, imaginative, and hands-on mindset

    • Determined, resilient, and success-driven

    • Excellent communication, interpersonal, and presentation abilities

    • Self-starter with strong initiative

    • Flexible and adaptable

    • Strong negotiation skills

    • Strong intuition regarding human behavior and motivators

    • Technical aptitude or background

    • Experience with strategic deal design

    • Experience introducing new products to market

    • Proven ability to sell collaboratively with cross-functional teams

    • Willingness to travel extensively

    • Initially hired as an independent contractor until the company completes legal entity establishment in the UK (current offices located in other countries)

    Personal Skills

    You have:

    • A passion for Wealth Management

    • A desire for continuous learning

    • A strong focus on understanding client and prospect needs

    • Excellent solutioning abilities

    • Strong interpersonal skills

    • Strong presentation skills

    • Professional sales training

    • Integrity and reliability

    • A collaborative, team-oriented approach

    New York, New York, United States
    View job

  • Sales engineer

    Cryptocurrency
    Remote

    Solutions / Sales Engineer
    Remote NY or San Francisco Preferred)

    Location: Remote (USA) — preference for candidates based in New York or San Francisco
    Department: Sales Engineering / Client Solutions
    Role Type: Full-Time

    About the Role

    We are seeking a highly technical and customer-focused Solutions / Sales Engineer to support our growing enterprise client base across Web3 infrastructure, distributed computing, and next-generation cloud technologies. This role bridges the gap between product, engineering, and enterprise sales—acting as a trusted technical advisor throughout the pre- and post-sales cycle.

    You will work closely with Sales, Product, and Engineering teams to deliver compelling demos, lead technical evaluations, guide integrations, and ensure customers receive world-class support and onboarding.

    This is an ideal opportunity for a solutions-driven engineer who thrives in fast-paced, high-growth environments and enjoys engaging directly with customers.

    Responsibilities

    • Partner with Sales to lead technical discovery calls, customer workshops, and architectural deep-dives.

    • Deliver clear, high-impact product demonstrations tailored to enterprise and Web3-native audiences.

    • Translate complex customer requirements into scalable solution architectures.

    • Own the technical proof-of-concept (POC) process, ensuring smooth integration and successful outcomes.

    • Work cross-functionally with Product and Engineering to communicate customer feedback and influence roadmap prioritization.

    • Provide integration support, documentation, and ongoing best practices to ensure customer success.

    • Assist with RFP and security questionnaire responses, ensuring accuracy and completeness.

    • Serve as a subject-matter expert on API integrations, node infrastructure, staking architecture, and Web3/cloud scaling solutions.

    • Represent the company at key industry events, conferences, and customer presentations.

    Requirements

    • 3–7+ years of experience in a Solutions Engineer, Sales Engineer, Solutions Architect, or Technical Consultant role.

    • Strong understanding of Web3, distributed systems, networking, or cloud infrastructure (AWS, GCP, Kubernetes, APIs, RPC endpoints, etc.).

    • Ability to translate technical concepts to both engineering and non-technical audiences.

    • Experience supporting enterprise sales cycles, including demos, POCs, and technical evaluations.

    • Hands-on experience with APIs, scripting (Python, JS, or similar), and integration workflows.

    • Strong presentation, communication, and problem-solving skills.

    • Ability to thrive in a fast-paced, high-growth environment.

    • Comfort working remotely with distributed teams.

    Preferred Qualifications

    • Experience working with staking providers, node infrastructure companies, or blockchain development platforms.

    • Familiarity with enterprise security standards, compliance, and technical due diligence.

    • Previous experience selling or supporting B2B infrastructure, cloud computing, or developer tools.

    Benefits

    • Competitive salary + performance-based bonuses

    • Equity/stock options

    • Generous PTO

    • Remote-first culture with flexible work hours

    • Opportunities for rapid growth within a scaling organization

    $170K - 200K per year
    California, United States
    View job

  • Senior SWE

    Blockchain

    ⚡ Senior Software Engineer (5+ YoE – Java / Blockchain / Cloud)

    ✨ Silicon Valley-Based Blockchain Payments Startup

    💲 $150,000 – 180,000 Base + Equity + Full Benefits

     

    A well-funded blockchain technology startup in Silicon Valley is hiring experienced backend engineers to help build game-changing payment and identity management platforms. They’re working with a global consortium of telecom carriers representing 1.3+ billion mobile users to disrupt the $T mobile payments sector.

     

    They’re specifically looking for engineers who thrive in startup environments – people who can take complete ownership of systems, build scalable distributed architectures, and drive features from concept through production with a strong focus on formal processes and automation.

     

    This is a place where engineers work directly with cross-functional teams and a global ecosystem of partners, building core platform capabilities that will displace traditional players in payments and advertising. If you’re motivated by cutting-edge blockchain technology, high-impact work, and the chance to shape products used at global scale, this is a rare opportunity to be part of something truly disruptive.

     

    Responsibilities:

    • Design and build scalable, high-performance backend systems in Java
    • Develop and maintain complex distributed services and APIs (REST, gRPC)
    • Own CI/CD pipelines and production systems from design through deployment
    • Work closely with cross-functional teams and partner ecosystem
    • Mentor junior engineers and contribute to team growth
    • Drive architectural decisions around core blockchain platform capabilities

     

    Requirements:

    • 5+ years of backend engineering experience (Java expert required)
    • Strong proficiency with Spring Boot and microservices architecture
    • Deep knowledge of SQL/NoSQL databases (PostgreSQL, MongoDB, Redis, etc.)
    • Experience with cloud platforms (AWS, or GCP preferred) and containerization (Docker, Kubernetes)
    • Bachelor’s or Master’s in Computer Science or related field
    • Comfortable being in their Sunnyvale office Monday – Thursday, work from home on Fridays.

     

    Why Apply?

    • Join a rapidly growing, well-funded startup with massive upside
    • Build blockchain technology used by global telecom carriers
    • Work on products disrupting trillion-dollar industries
    • Be part of a leading telecom blockchain consortium initiative
    • Shape platform capabilities for 1.3+ billion potential users
    • Located in the heart of Silicon Valley innovation

     

    📧 Interested? Click ‘Easy Apply’ or email me at ben.watts@storm2.com

     

    ⚡ Storm2 is a specialist FinTech recruitment firm with clients across North America. To explore open roles or discuss your career, visit storm2.com or follow our LinkedIn page for updates.

    $150K - 180K per year
    San Francisco, California, United States
    View job
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Implementation Team Lead

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New York, New York, United States
Location
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AccountingTech
Industry
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On Site
Working model

Storm2

About the Company

Our client is a fast-growing, AI-native SaaS platform transforming how modern finance and accounting teams manage the contract-to-cash lifecycle. Founded in 2023 and headquartered in New York City, the company has rapidly scaled and secured over $91M in funding from top-tier venture investors including Lightspeed Venture Partners, General Catalyst, and Primary.

Their intelligent automation technology streamlines billing, collections, revenue recognition, reporting, and ERP integrations—empowering finance teams to eliminate manual work and accelerate cash flow. High-growth customers rely on this platform to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.

The Opportunity

The company is seeking an Implementation Team Lead to play a hybrid player-coach role as they scale their customer delivery function. This leader will mentor and manage a small team of Implementation Managers while remaining hands-on with key strategic customer onboarding and complex deployments.

You will help define how implementation is executed as the organization grows—building scalable processes, partnering closely with Product and Engineering, and ensuring customers achieve smooth, successful go-lives. This role is highly cross-functional and critical to delivering an exceptional end-to-end customer experience.

What You’ll Be Doing

  • Lead and develop a team of Implementation Managers, providing coaching, feedback, and guidance while modeling best-in-class delivery standards.

  • Own complex, high-impact implementations, including mapping business processes, configuring the platform, managing ERP integrations (NetSuite, QuickBooks), and driving customers to go-live.

  • Improve and scale processes by refining implementation playbooks, standardizing workflows, and partnering with Operations to strengthen tooling and data visibility.

  • Act as a customer-facing subject matter expert, clearly communicating accounting and revenue recognition concepts to ensure alignment with customers’ financial requirements.

  • Collaborate with Product and Engineering to surface insights, diagnose integration issues, and influence roadmap prioritization.

  • Drive excellence across the team by tracking delivery metrics, identifying blockers, and implementing coaching or process changes that enhance quality, speed, and satisfaction.

  • Support scale and growth through hiring, onboarding, and building knowledge-sharing structures that mature the implementation function.

What They’re Looking For

  • 5–7 years of experience in SaaS or fintech implementation, customer onboarding, or professional services

  • Experience managing or mentoring a small team while maintaining direct project ownership

  • Strong technical and accounting fluency, ideally with knowledge of ASC 606, order-to-cash workflows, and ERP systems such as NetSuite or QuickBooks

  • Demonstrated success leading complex client implementations with high accuracy and customer satisfaction

  • Excellent communication skills across financial, accounting, and technical stakeholders

  • Background in finance or accounting software; CPA or Big Four experience is a plus

  • Based in New York City and able to work 5 days per week in-office at the Soho HQ

Compensation & Benefits

  • Base compensation: $175K–$205K + equity

  • Up to 100% employer-covered medical, dental, and vision

  • Daily meal stipend for in-office days

  • Commuter benefits (tax-free)

  • Parental leave up to 12 weeks

  • Unlimited PTO

  • 401(k)

  • Employee Assistance Program

Apply now

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