Delivery Strategist, Finance Ops & Customer Value

Loop AI; New York, Northern (NY, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Loop, a restaurant intelligence software, is seeking a Delivery Strategist within Strategy & Operations to own the value delivered to enterprise customers through Balance. You will partner with Sales, Product Operations, Product, and Customer Success to shape the customer strategy and drive outcomes such as time to value and engagement.

You will lead the implementation roadmap, build playbooks for sales and support, and own internal analytics and communications processes to ensure 10‑star value

Qualifications

• 5–8 years in a finance, FP&A or accounting role in a DTC brand, E‑commerce, CPG, hospitality or restaurant industry.
• Senior finance leadership (manager or senior manager) of finance, across accounting, FP&A & treasury.
• Strong sales aptitude and ability to sell ideas, products or projects.
• Ability to break complex problems into parts and build processes around them.
• Ability to think in terms of metrics, funnels and dashboards.
• Demonstrated leadership while also performing IC duties.
• Understand business problems and tradeoffs to deliver customer outcomes.
• Demonstrate Loop's values of ownership and customer obsession.

Responsibilities

• Own key customer value metrics for Loop’s finance product Balance.
• Build playbooks for Sales and Customer Support functions.
• Own internal analytics, product surfaces, content and communications to ensure 10‑star value delivery.
• Own processes to monitor and improve agentic workflows and templates.
• Collaborate with GTM/Customer Success to align implementation and roadmap with customer needs.

Skills

Finance experience

Leadership

Metrics & dashboards

Sales orientation

Problem solving

Education

CFA/CPA charter holder

Job description

Loop, a restaurant intelligence software, is seeking a Delivery Strategist within Strategy & Operations to own the value delivered to enterprise customers through Balance. You will partner with Sales, Product Operations, Product, and Customer Success to shape the customer strategy and drive outcomes such as time to value and engagement.

You will lead the implementation roadmap, build playbooks for sales and support, and own internal analytics and communications processes to ensure 10‑star value