Delivery Strategist – Restaurant Finance

Loop AI; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

Loop AI, a leading restaurant intelligence software company, seeks a Delivery Strategist within Strategy & Operations to own value delivery for the Balance finance product. You will partner with Sales, Product Operations, Product, and Customer Success to drive time-to-value, engagement, and outcomes for enterprise customers.

The role requires 5–8 years in finance/FP&A or accounting, CFA/CPA charter, and a proven ability to translate complex problems into scalable processes and dashboards.

Qualifications

• 5–8 years of experience in finance, FP&A or accounting in DTC, E-commerce, CPG, hospitality or restaurant industries.
• CFA/CPA charter holder required or equivalent.
• Able to lead, influence, and operate across cross-functional teams; strong metrics mindset.

Responsibilities

• Own key customer value metrics for Loop’s finance product Balance.
• Build playbooks for sales and customer support functions.
• Own internal processes across analytics, product surfaces, content and communications to ensure 10-star value delivery.
• Monitor and improve agentic workflows, including evals, prompts, and templates.
• Collaborate with GTM/Customer Success to align implementation with business roadmap and customer needs.

Skills

Finance experience

Analytics & dashboards

Stakeholder collaboration

Sales & product sense

Leadership in IC roles

Education

CFA/CPA charter holder

Tools

SQL

Excel

ERP systems

Job description

About Loop:

Loop is an agentic restaurant intelligence software that augments back office of restaurant chains by automating workflows and delivering intelligence across the finance, operations and marketing functions. Loop deploys AI agents built by our in-house team of AI engineers, strategists and subject matter experts into restaurant brands bringing industry best practices in handling complex internal functions. We have offices in San Francisco, New York, Tampa and India.

Loop is one of the fastest growing restaurant technology companies powering a few billion dollars in revenue and growing to serve 10K+ restaurants within 3 years across some of the most recognizable brands of the USA, helping them grow their topline & bottomline.

Loop is built by a world class team of entrepreneurs, operators, leaders and AI engineers from different industries, ranging from cutting edge big-tech, management consulting, investment banking among others across companies like Uber, Google, Amazon, McKinsey and others.

About the Role:

As a Delivery Strategist within Loop’s Strategy & Operations charter, you will be a custodian of the value delivered to Loop’s customers through our finance product. Loop’s products today power a few billion dollars in revenue and are poised to scale multifold over the next few years.

As our products and scope of services continue to expand, you will own the value delivered to Loop’s enterprise customers, with a strong focus on customer outcomes and key metrics such as time to value, engagement, and outcomes for Loop’s finance product, Balance.

In this role, you will help shape our customer strategy cross-functionally, partnering closely with Sales/GTM, Product Operations, Product, and Customer Success, while owning key customer value metrics.

Responsibilities:

• Ownership of key customer value metrics
• Building playbooks for the sales and customer support functions
• Ownership of all internal processes across analytics, product surfaces, content and communications across functions to ensure 10-star value delivery to customers
• Ownership of internal processes needed to monitor and improve agentic workflows, not limited to evals, system prompts, creating templates and agentic workflows for customers, etc
• Collaborating with the GTM/ Customer Success teams to own the implementation and business roadmap, taking business needs and customer needs into account

Eligibility/ Fit:

• Have at least 5-8 years of experience in a finance, F,P&A or accounting role in a direct to consumer brand or in the E-commerce, CPG, hospitality or the restaurant industry
• Have been a Senior financial controller, manager or senior manager of finance, managing the lifecycle across accounting, F,P&A & treasury
• Are inherently a great sales person - be it selling a product, vision, idea, project or anything else!
• Have the ability to break fairly complex problems into smaller parts and build the necessary processes and systems around them.
• Have the ability to think metrics, funnels and dashboards
• Have exhibited leadership while also having worked in IC roles across your previous roles
• Have the ability to understand complex customer/ business problem statements from the lens of business and can make tradeoffs and build for the right customer outcomes
• Demonstrate key cultural values of Loop across radical ownership, customer obsession and have the ability to lose no time & move fast on solving problems.
• Are a CFA/ CPA charter holder
• Have a strong hunger for personal growth and wish to build and deploy products of the next generation at scale, as an operator or a founder.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.