Implementation Consultant

• Implementation support – Assist customers in configuring and optimizing their Highbeam solutions, ensuring they are aligned with their financial goals and needs
• Customer-facing interactions – Engage directly with customers to walk them through the setup and use of Highbeam’s products, focusing on cash flow management and ensuring successful adoption
• Product and process optimization – Collaborate with product teams to provide feedback and improve the product based on customer needs and insights
• Cross-functional collaboration – Work closely with teams across customer success, sales, and product to ensure smooth onboarding and support experiences for our clients
• Strategic problem solving – Use your analytical and problem-solving skills to resolve customer challenges and ensure smooth financial workflows are set up in Highbeam

• 2 - 5 years of experience in a customer-facing role, preferably within fintech, SaaS, Consulting or a related industry
• Strong Excel skills, with the ability to analyze data, create reports, and support financial analysis
• Ability to think strategically and solve complex problems, especially in financial contexts
• Product curious and eager to learn and stay updated on financial technologies
• Strong communication skills, with the ability to articulate complex concepts clearly to customers
• Experience working cross-functionally, particularly with product, customer success, and sales teams
• BA or higher, preferably in Finance, Economics, Accounting, or related field

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

• Competitive salary and meaningful equity
• Great location: Our NYC office is in NoHo, a short walk from the A,C,E · B,D,F,M · N,Q,R,W · 1 · 6 trains. Our Toronto office is downtown near Osgoode Station.
• Generous PTO
• Comprehensive health & benefits package
• Stipends for lunch, commute, wellness, and purchasing customer products
• Yearly offsite—most recently we went to Mexico City!