Customer Deployments & Success Lead

Reposted 7 Days Ago
Be an Early Applicant
New York, NY
In-Office
Mid level
Artificial Intelligence • Fintech • Software • Financial Services
The Role
Lead customer onboarding, deployment execution, maintain relationships, drive adoption, build dashboards, and convert feedback into insights to ensure customer success.
Summary Generated by Built In
Who we are

Sapien is rethinking how finance teams operate in the age of AI. We’re building toward an autonomous CFO—systems that run company financials end-to-end. Our platform analyzes complex financial data in real time to increase decision cadence, prevent costly mistakes, and surface value. Sapien has caught multi-million-dollar errors, saved thousands of jobs, and returned significant dollars to customers’ bottom lines.

We partner with traditional businesses—manufacturing, healthcare, restaurants, and large enterprises—to deeply understand and automate their financial workflows. We’re HQ’d by Madison Square Park in NYC and backed by General Catalyst, Neo, and top operators from Google, OpenAI, Microsoft, Ramp, and Stripe (over $9M raised).

The role

You’ll lead Sapien’s earliest customer deployments and long-term success. You’ll coordinate across product, engineering, and finance stakeholders to deliver smooth implementations and ensure Sapien becomes mission-critical for customers.

You’ll be responsible for structured onboarding, ROI tracking, relationship management, and building the playbooks that scale our customer function.

What you'll do
  • Lead customer onboarding and end-to-end deployment execution.

  • Maintain day-to-day relationships with operators and executives.

  • Drive adoption across workflows and ensure customers realize measurable value.

  • Build dashboards and success metrics to showcase outcomes.

  • Identify expansion opportunities and help craft account strategies.

  • Turn customer feedback into structured insights for product and leadership.

  • Build reusable internal playbooks for implementations and success.

What we're looking for
  • 3–6 years in customer success, implementations, consulting, or strategic account management.

  • Strong written and verbal communication across all levels of an organization.

  • Proven success managing complex projects with multiple stakeholders.

  • Interest in finance, operations, and AI-driven transformation.

How you work (values we care about)
  • AI-native. You’re energized by applying AI to transform how businesses run.

  • Ambiguity-shaping. You turn nebulous problems into a first pass and drive to resolution.

  • Extreme ownership. You identify what’s next—and do it. If you say it, it gets done.

  • Speed & hustle. You bias to action and move with urgency without sacrificing quality.

Top Skills

AI
Dashboards
Financial Systems
Am I A Good Fit?
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The Company
HQ: New York City, New York
9 Employees

What We Do

The AI-native intelligence platform for FP&A, strategic finance, and BI. Building the AI that runs companies, better.

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