summation - Solution Lead
Requirements
• At least 3 years of experience owning implementations, analytical or operational programs, customer delivery, or similarly ambiguous cross-functional work. We care more about repeated evidence of ownership and learning velocity than an exact tenure threshold. • Experience carrying an important initiative from discovery and planning through implementation, adoption, and results. • Strong analytical fluency and willingness to work directly with data and models using tools such as SQL, spreadsheets, BI platforms, workflow automation, and AI-assisted analysis. • Ability to translate between business and technical teams and turn an ambiguous problem into a sequence of concrete decisions and deliverables. • Strong customer judgment: you build trust, communicate tradeoffs clearly, handle difficult moments constructively, and create forward motion. • High agency in an early-stage environment: you create structure where little exists, surface risks before they become escalations, and do the hands-on work necessary to keep delivery moving. • Willingness and interest in traveling approximately 10–20% for customer meetings and team sessions in Bellevue, Washington. This travel is an expected part of the role. • Strong candidates may come from implementation or professional services, solutions consulting, technical customer success, analytics or data consulting, business or strategy operations, finance systems, FP&A, enterprise planning, or other backgrounds that combine analytical depth with delivery ownership. • Experience with finance, accounting, FP&A, enterprise planning, ERP, or operational analytics. • Experience implementing AI-enabled applications, agents, decision systems, or workflow automation in a real business process.
Responsibilities
• Own enterprise implementations from discovery and planning through launch, adoption, measurable value, and ongoing improvement. • Build a detailed understanding of the customer's financial or operational process, decision rights, users, data, constraints, controls, handoffs, and success measures. • Translate ambiguous problems into concrete models, workflows, product requirements, implementation plans, and explicit tradeoffs. • Work hands-on with SQL, spreadsheets, Python, relational databases, BI and analytical tools, financial and operational models, workflow automation, and AI-assisted prototypes when that accelerates the outcome. • Lead the customer operating cadence: decisions, owners, milestones, risks, next actions, and clear definitions of done. • Coordinate Forward Deployed Engineers, Product, Engineering, and data science contributors without relying on formal people-management authority. • Identify adoption risks and operational-change requirements early, then work directly with customer champions and users to establish a durable new workflow. • Measure whether the implementation is producing the intended business result and adjust the system or process based on evidence. • Turn repeated customer needs and field lessons into product direction, implementation playbooks, reusable platform capabilities, and expansion opportunities. • Build trusted relationships with customer executives, operators, finance teams, and technical stakeholders through clarity, judgment, and follow-through. • Experience working closely with engineers or data scientists and making good technical tradeoffs without being the primary engineer. • Working familiarity with Python and relational databases.
Benefits
• Own meaningful customer and business outcomes. • Help customers establish new AI-enabled operating processes. • Work directly with the people building the product and turn field learning into product direction. • Operate with high autonomy and little organizational distance between identifying a problem and fixing it. • Grow quickly through broad customer, analytical, product, and operating responsibility. • Participate meaningfully in the value you help create through equity. • Flexible (Unlimited) Paid Time Off • Medical, Dental, and Vision benefits for you and your family • A collaborative environment where your contributions directly impact our customers and product • Opportunities for growth and career development
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