Implementation Specialist

Implementations Specialist (Remote – US-East Hours)

Series A | B2B SaaS | Data Implementation & Analytics

About the Role

Join a fast-growing Series A startup building a metrics-first finance and billing platform for B2B SaaS companies. The product enables leaders to invoice customers, track accounting revenue, and understand ARR in one place—no matter how complex the contracts are.

This role sits on the Data Solutions team and is the
first point of contact for new customers
after they sign. You'll lead them through
complex, data-heavy implementations
, ensuring their ARR metrics, invoices, and revenue data are clean, accurate, and ready for use.

What You'll Do

• Own onboarding for new customers across the East Coast (with some Europe/West Coast coverage).
• Configure integrations across CRMs (Salesforce/HubSpot), GLs (QuickBooks/Xero), billing tools (Stripe/Maxio/Chargebee), and spreadsheets.
• Transform, validate, and ingest large historical datasets using the company's customizable ETL layer.
• Work daily in:
• Spreadsheets (heavy cleaning, transformation, validation)
• Internal JSON config files (data transformation rules)
• SQL (investigation and internal data checks)
• APIs/Postman (fetching and exploring external data sources)
• Optionally use Python/Colab notebooks for more complex transformations.
• Partner cross-functionally with founders and teammates to evolve Data Solutions processes, best practices, and tooling.
• Support peers on tricky data challenges and contribute to a high-autonomy, async-first culture.

How the Team Works

• Asynchronous by default:
  No recurring internal meetings. Communication happens through written docs, Slack channels, and recorded videos.
• High autonomy:
  You get context, the goal, and the freedom to figure out the "how."
• Fully remote:
  Work from anywhere, but you must be available for live calls with customers during US-East hours.
• Collaborative culture:
  Expect periodic in-person team offsites and a high-trust environment.

Interview Process

1. Spreadsheet simulation task + clarification questions
2. Short live call (background, goals, working style)
3. SQL exercise (Postgres)
4. Mock customer kickoff call
5. Final conversation with leadership

Who You Are

• 5+ years of experience in data operations, analytics, implementation, or a similar client-facing role
• Expert spreadsheet skills
• Strong SQL knowledge
• Comfortable reading and working with JSON and APIs
• Experience managing customer projects end-to-end
• Knowledge of B2B SaaS metrics and business models
• Able to work US-Pacific hours when needed

Nice to Have:

• Python experience
• Experience with GLs (QuickBooks, Xero, NetSuite)
• CRM familiarity (HubSpot, Salesforce)

Personal Traits:

Kind, empathetic, clear communicator—comfortable with async work and cross-functional collaboration.

Benefits

• Unlimited vacation
• Flexible schedule (as long as you're available during customer hours)
• Health/dental/vision for US employees
• Multiple company-wide retreats each year
• Market-rate compensation + benefits