AI Implementation Associate

We're hiring a Finance AI Implementation Associate to sit at the seam between our customers and our product. You'll work directly with brands to optimize their cash across cash management, bill pay, and forecast health on our agentic platform and you'll be the primary channel feeding what you learn back into what we build. Every manual workflow you run today is a candidate for tomorrow's autonomous capability, and you'll be the one spotting which ones, specifying them, and partnering with Product and Engineering to ship them.This role is based in our NoHo, NYC office.

Implement and operate customer workflows. Configure each customer's setup across cash management recommendations, AP and bill pay, and forecast health monitoring. Own the outcome, customers should see measurable cash improvements from your work

Work hands-on with the agentic platform. Prompt it, evaluate outputs, tune behavior, and build the skills and workflows it uses to serve customers. You're not just a user of the platform, you're shaping how it behaves

Partner closely with Product. Spot patterns across customers, translate them into clear asks, and work with PMs and engineers to translate manual workflows into autonomous ones

Prototype new AI-powered workflows. When a customer need doesn't fit what exists, build something. Partner with customers and internal teams to test ideas quickly and bring the winners into the product

Solve ambiguous financial problems. Break down messy customer situations, reason through them, and design workflows that scale beyond a single brand

Engage customers directly. Be a person they trust to optimize their cash and resolve issues completely

You love working in-person with a high-performing team

You enjoy working in an idea-meritocratic, low-ego environment

You are proactive and self-directed, and you excel in ambiguous, fast moving environments

You care about delivering a polished customer experience

Bonus: You have experience working in fintech, AI or early-stage startups