Solutions Lead

About Summation

Summation is building the future of business planning and analytics by bridging the gap between data and decision-making. We empower organizations to transform complex data into clear, actionable insights that drive business outcomes. Our AI-native platform integrates advanced data models with intuitive workflows, making financial performance management simple, collaborative, and effective.

The Role

As a Solutions Lead at Summation, you will be the champion for our customers, owning the success of our deployments and serving as the primary point of contact. You will be responsible for building the relevant financial and operational models to ensure that customers can effectively leverage the platform for their unique business challenges. You will also synthesize customer insights to inform our product roadmap. This role is ideal for someone who thrives at the intersection of technology, customer engagement, and business strategy, and has experience managing and delivering complex financial and operational projects.

Key Responsibilities

• Customer Engagement: Be the advocate and champion for our customers, deeply understanding their needs and owning the success of their journey with Summation. Ensure that they are fully supported and that their objectives are met at every stage of deployment and beyond.

• Solution Design and Delivery: Partner with Product & Engineering teams to design, implement, and deploy tailored solutions that meet customer-specific financial planning and analytics requirements. Take responsibility for building and refining financial models and operational workflows that enable customers to achieve their business goals effectively

• Project Leadership: Lead complex projects from conception to implementation, ensuring successful delivery of solutions that align with customer objectives and business needs.

• Feedback-Driven Innovation: Act as a liaison between customers and Summation's Product & Technology teams, synthesizing insights from customer interactions to inform our product roadmap and drive innovation. Ensure that the feedback gathered is translated into actionable improvements and new features that enhance the customer experience.

Qualifications

• Bachelor’s degree in Finance, Management Information Systems, Engineering, or a related field.

• 5+ years of experience in analytics, finance systems, operations, or a related area, ideally with a focus on delivering complex financial or operational projects.

• Strong understanding of financial modeling, operational processes, and data analytics, with proficiency in SQL.

• Experience working in a customer-facing or advisory role, preferably in enterprise software, consulting, or technology.

• Excellent communication skills with the ability to explain technical concepts to both technical and non-technical stakeholders.

• Proven track record of leading cross-functional projects and delivering impactful business solutions.

• Strong problem-solving skills and a passion for understanding and solving complex business challenges.

• Ability to thrive in a fast-paced, dynamic environment, with a strong sense of ownership and accountability.

What We Offer

• Competitive salary and equity options

• Flexible (Unlimited) Paid Time Off

• Medical, Dental, and Vision benefits for you and your family

• 401(k) Plan

• Parental Leave

• A collaborative environment where your contributions directly impact our customers

• Opportunities for growth and career development

• The chance to work on cutting-edge technology that is transforming how businesses plan and execute