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Transparent Search Group

Customer Implementation Lead

Posted today
San Francisco, California, United States$140K–$160KAI / Accounting
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About the role

Company: Confidential - Seed-stage accounting AI startup
Location: San Francisco, CA (hybrid, 3-4 days per week in the Fisherman's Wharf office)
Compensation: $140,000 - $160,000 + competitive equity
Employment Type: Full-time
Visa Sponsorship: Not available (US citizens and green card holders)

About the Company

A seed-stage AI company automating bookkeeping and tax preparation for CPA firms, founded by operators who have each scaled companies before, with strong early pilot revenue.

The Role

Our client is hiring a Customer Implementation Lead (2-5 years) to own the end-to-end onboarding journey for accounting firms. Demand has outgrown the co-founder who has been running onboardings personally, so you will build the implementation function from the ground up as a high-impact individual contributor, working directly with the founders in San Francisco.

What You Will Do

  • Lead the full onboarding lifecycle, from signed contract to confident daily use, for accounting firms with 5-50 employees.
  • Scope onboarding needs with firm owners, then schedule and run training sessions for their teams.
  • Triage and resolve post-onboarding questions as the primary implementation contact.
  • Build and document repeatable onboarding processes and playbooks as the founding member of the team.
  • Feed structured customer feedback to product and engineering.

What You Bring

  • 2-5 years in customer onboarding or implementation at B2B SaaS companies
  • A customer-facing B2B SaaS background with hands-on technical troubleshooting and configuration
  • Built repeatable onboarding processes from scratch
  • Experience training end users on new software workflows
  • Experience at a seed or Series A startup
  • Bachelor's degree or higher
  • Based in San Francisco and able to work in the office 3-4 days a week

Nice to Have

  • Accounting software or financial workflow experience (CPA space)

Interview Process

Intro call (15 min), hiring manager interview (30 min), case study (1 hour), final round (45 min).

Tech Stack

Accounting software, AI tools, CRM, project management tools

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