Customer Implementation Lead

Raydar; San Francisco (CA); Hybrid; USD 140,000 - 160,000; Full time

Benefits offered by this job

Competitive equity

Job summary

Raydar, a seed-stage AI company building bookkeeping and tax-prep software for CPA firms, seeks a Customer Implementation Lead in hybrid San Francisco. You will own the full customer journey from contract signing to daily product use for accounting firms with 5–50 employees.

You will train end users, install software into workflows, triage onboarding issues, and build repeatable implementation processes. This role offers equity and growth in a hands-on, founder-led environment.

Qualifications

• 2–5 years in a customer-facing B2B SaaS implementation or onboarding role.
• Experience training end users and driving adoption.
• Ability to build a repeatable process in ambiguous, high-ownership environments.
• Bachelor’s degree or higher.
• Strong ownership, judgment and problem solving.

Responsibilities

• Scope implementation plans with firm owners and guide customers from contract to daily use.
• Train end users, install software into workflows and aid adoption.
• Triage onboarding issues and coordinate practical resolutions.
• Create repeatable implementation processes and playbooks as the company grows.
• Translate structured customer feedback into input for product and engineering teams.
• Collaborate with founders on high-priority customer outcomes.

Skills

Onboarding

Implementation

Training end users

Process building

Ownership

Education

Bachelor’s degree or higher

Job description

About the company

Our client is a seed-stage AI company building bookkeeping and tax-preparation software for CPA firms. Its software prepares the work and human reviewers approve it, helping accounting firms serve their clients with more efficient workflows. The founders have previously scaled businesses, and the team has signed hundreds of thousands of dollars in pilot revenue in recent weeks.

The role

We are hiring a Customer Implementation Lead to build the company’s first implementation function. This is a hands-on individual-contributor role. You will own the full customer journey from contract signing to daily product use for accounting firms with 5 to 50 employees, working directly with the founders to make every implementation successful and repeatable.

What you’ll do

• Scope implementation plans with firm owners and guide each customer from contract through daily use.
• Train end users, install the software into their workflows, and help accounting firms adopt the product successfully.
• Triage issues after onboarding and coordinate practical resolutions.
• Build repeatable implementation processes and playbooks from scratch as the company grows.
• Turn structured customer feedback into clear input for the product and engineering teams.
• Work closely with the founders on high-priority customer outcomes.

What we’re looking for

• 2 to 5 years of experience in a customer-facing B2B SaaS implementation or onboarding role, ideally at a seed or Series A company.
• Experience training end users and owning customer outcomes through adoption.
• Demonstrated ability to build a process from scratch in an ambiguous, high-ownership environment.
• A bachelor’s degree or higher.
• A record of sustained ownership, strong judgment, and practical customer problem-solving.

Bonus points

• Experience with accounting, tax, bookkeeping, or other financial workflows.
• Familiarity with the needs of small to midsize accounting firms.

Compensation and benefits

• Base salary of $140K to $160K.
• Competitive equity.
• Full-time role.

Location and work model

• Hybrid in San Francisco, with 3 to 4 days per week in person at the Fisherman’s Wharf office.
• Visa sponsorship and visa transfers are not available.