AI Solutions Strategist

About [Employer]

[Employer] is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $275B in annualized spend flows in and out of 85,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.

The problems are high-stakes, data-dense, and unforgiving.

We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At [Employer], everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.

The median [Employer] customer saves 7.5% and grows revenue 16% in their first year – far in excess of businesses operating without [Employer]. We believe every ambitious company deserves the same.

If you want to build systems that directly shape how companies move and manage billions, [Employer] is the place to do it.

About the Role

As an AI Solutions Strategist, you will sit at the intersection of customers, AI delivery, and [Employer]’s core product teams. You will partner with enterprise/strategic customers to deeply understand their finance workflows—especially corporate finance and controllership priorities like close, controls, and spend governance—identify high-impact opportunities for AI and automation, and translate those needs into clear problem statements, solution designs, and actionable feedback for [Employer]’s Product, Engineering, and Go-to-Market teams.

This role is for someone who can listen carefully, structure ambiguity, and turn on-the-ground learnings into scalable solutions. This role required high proactivity and bias to action.

What You'll Do

• Discover and diagnose customer needs. Run stakeholder interviews and workflow deep dives with Finance, Procurement, AP, and IT teams. Map end-to-end processes and identify the underlying drivers behind pain points — risk, cost, cycle time, compliance, exception volume, and operational complexity.
• Translate needs into solution requirements. Turn qualitative input into crisp artifacts: problem statements, success metrics, constraints, acceptance criteria, and deployment plans. Balance speed, safety, and scalability across MVPs, iterations, and broader rollouts.
• Partner with technical teams to implement AI workflows. Work closely with [Employer] engineers and AI builders to design and ship solutions that meet real customer workflows. Specify data inputs, integrations, governance needs, policy rules, auditability requirements, and edge cases.
• Drive feedback loops into [Employer]'s product. Synthesize learnings across customers into reusable patterns and product opportunities. Write high-signal briefs for Product and Engineering that explain what customers need, why it matters, and what should be built next.
• Communicate impact and guide executives. Present status, outcomes, and recommendations to customer operators, executives, and internal stakeholders. Quantify impact through time saved, error reduction, improved compliance, faster close, and other business outcomes.

What You Need

• 4+ years of relevant experience
• Strong customer empathy and the ability to earn trust quickly with senior stakeholders.
• Excellent problem framing: you can turn messy workflows into clear systems and priorities.
• Comfort operating in ambiguity and iterating quickly while keeping quality high.
• Ability to communicate clearly in writing (briefs, requirements, postmortems) and verbally (workshops, exec readouts).
• A builder mindset: you like shipping, learning, and improving the system.
• Experience in solutions, implementation, product strategy, consulting, or technical program management.
• Strong grounding in corporate finance / controllership workflows, including accounting close, spend governance/controls, budgeting, procurement, and AP operations.
• Experience translating finance requirements into system design and configuration (e.g., ERP/accounting, procurement, expense management, payments), including integrations, data mapping, and controls.
• Ability to partner with finance system owners/admins to drive change management, testing (UAT), and successful rollouts.
• Familiarity with finance operations workflows (AP, procurement, expenses, cards, accounting close).
• Exposure to AI-enabled products, automation, or applied ML (you do not need to be an ML engineer).
• Basic comfort with data concepts and systems integration (APIs, ETL, SQL, spreadsheets, data quality).

Working style

We collaborate best when we’re close to the work and close to each other. This role is hybrid in New York, with time in-office to partner tightly with product and engineering teams. Importantly, this role required spending time with customers to understand real workflows, so travel and flexibility are critical to success.

Benefits available to all full-time [Employer] employees (Global)

• Flexible PTO
• Centralized home-office equipment ordering
• Health and wellness stipend
• Budget for intra-office travel
• Weekly coffee stipend

United States

• 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
• One Medical annual membership
• 401(k), including employer match on contributions made while employed by [Employer]
• Fertility HRA (up to $10,000 per year)
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
• Pet insurance
• In-office perks: lunch, snacks, drinks, and more
• Relocation expense coverage to NYC or SF (if needed)

Canada

• Group medical, dental, and vision coverage through Sun Life
• Life, AD&D, and disability coverage
• Fertility drug coverage (up to $4,000 lifetime)
• Group Retirement Plan with employer match (RRSP + DPSP)
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
• Employee Assistance Program and virtual care through Lumino Health

United Kingdom

• Private medical insurance through Freedom Elite
• Virtual GP and at-home care via eMed x Livi
• Workplace pension through Penfold, with salary sacrifice option
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay

Referral Instructions

If you are being referred for the role, please contact that person to apply on your behalf.

Other notices

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Beware of recruiting scams: [Employer] will only contact you through official @[Employer].com email addresses and will never ask for payment or sensitive personal information during the hiring process.

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