AI Deployment Strategist

About the role

As an AI Deployment Strategist, you will sit at the intersection of product, engineering, operations, and customer success. You are the person who gets AI working in the real world — not in a demo environment, but inside the day-to-day workflows of our customers' finance teams. You will own deployments from kickoff through go-live to long-term adoption, translating complex technical capabilities into business outcomes that customers can actually measure.

This is not a hand-off role. You will be in the weeds: troubleshooting, prompting, and iterating. And you will be in managing critical relationships: aligning stakeholders, managing expectations, and turning early wins into expanded partnerships. You will work closely with product, strategy & operations, engineering, and sales teams, and will have direct accountability for the customers you own.

AI Solution Deployment

• Lead end-to-end AI deployments — from discovery and workflow mapping through configuration, go-live, and adoption — with full accountability for outcomes

• Run structured scoping sessions with customers to identify high-value AI use cases within AR, cash application, and collections workflows

• Configure and validate Fazeshift's AI capabilities to fit specific customer environments, ensuring go-live is operationally successful, not just technically complete

• Drive user adoption through training, documentation, and the development of internal champions inside client organizations

• Monitor KPIs tied to business outcomes post-deployment; proactively surface expansion opportunities and escalate risks before they become problems

Technical Fluency & Product Strategy

• Develop deep technical fluency in the Fazeshift product — become the go-to resource for customers and internal teams on how it works and how to get the most out of it

• Troubleshoot product issues in the field; reduce bugs, document edge cases, and work with engineering to drive resolution

• Translate technical concepts for non-technical audiences with confidence and clarity

Stakeholder Management & Customer Adoption

• Own the customer relationship from kickoff through steady-state, serving as a trusted advisor to stakeholders from frontline operators to executive sponsors

• Lead customer meetings and working sessions with urgency and clarity; manage action items on both sides without needing prompts

• Navigate complex enterprise environments — multiple stakeholders, competing priorities, and organizational dynamics — while keeping deployments on track

Cross-Functional Collaboration & Scale

• Act as the bridge between customers and Fazeshift's internal teams — synthesizing field feedback to influence product roadmap decisions and feature prioritization

• Coordinate across product, engineering, and go-to-market to unblock customer issues quickly

• Build reusable assets: playbooks, training materials, and implementation guides that make future deployments faster

• Communicate customer wins, interesting configurations, and learnings internally to drive sales examples and case studies

• 3–5 + years in management consulting, technical project management, corporate strategy, business operations, or a similar customer-facing role — ideally at a top-tier consulting firm (MBB, Big Four, or equivalent) or in an AI-focused organization

• Sharp analytical skills; can quickly diagnose ambiguous situations, structure a path forward, and execute without step-by-step guidance

• Experienced managing client relationships at multiple levels — from day-to-day operators to C-suite executives — with strong instincts for when to push, when to listen, and how to build trust

• Obsessive about tracking tasks, following up, and ensuring nothing slips — on your side or the customer's

• Thrives in ambiguous, fast-moving environments; adjusts quickly to changing priorities without losing focus on outcomes

• Preferred:

  • Experience in financial services, fintech, or enterprise finance operations (AR, collections, cash management)

  • Prior exposure to AI/ML products, LLM tooling, or enterprise SaaS implementations

  • Familiarity with AI workflow automation tools (e.g., N8N, Zapier) or AI-assisted coding tools (e.g., Cursor, Claude Code, Copilot)

Compensation

• Base Salary: Competitive (flexible based on experience and candidate priorities)

• Equity: Meaningful, aligned with impact

• Bonus: Performance-based

• Flexible (unlimited) paid time off

• Competitive benefits package, including medical, dental, and vision benefits for you and your family

• Lunch, as well as delicious snacks and coffee to keep you energized

• Location: San Francisco or New York (preference)

Fazeshift is an AI-driven accounts receivable platform designed to help enterprises automate invoicing, cash application, and collections – improving efficiency, reducing errors, and accelerating revenue cycles. Big enterprises trust Fazeshift to:

• Automate invoice creation and distribution, eliminating manual processing

• Enhance collections with AI-powered reminders and predictive payment insights

• Seamlessly integrate with ERP and accounting systems to ensure accurate reconciliation

Fazeshift recently raised their Series A with $20M+ raised to-date. Backed by Y Combinator and Gradient (Google’s AI venture arm), founded by Harvard and MIT alumni, Fazeshift is taking on one of the most manual, neglected functions in business and replacing it with software that actually works.