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 Equity
Bonus: Implementation Fee-Based Bonus Potential ($50K+)
Visa: No Sponsorship Available

Company Description

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.