Delivery Strategist – Restaurant Finance

Loop AI; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Loop is seeking a Delivery Strategist within Loop’s Strategy & Operations team to drive value delivered to customers through our Balance finance product. You will own the value delivered to Loop’s enterprise customers, with a strong focus on time to value, engagement, and outcomes for the product.

You will shape customer strategy cross-functionally, partnering closely with Sales/GTM, Product Operations, Product, and Customer Success, while owning key customer value metrics.

Qualifications

• Have 5–8 years of experience in finance, FP&A or accounting in a direct to consumer brand or in the E-commerce, CPG, hospitality or restaurant industry.
• Have been a Senior financial controller, manager or senior manager of finance, managing the lifecycle across accounting, FP&A & treasury.
• Are inherently a great sales person and can sell ideas, products or projects.
• Able to break complex problems into smaller parts and build processes and systems.
• Think in terms of metrics, funnels and dashboards.
• Demonstrate leadership while also having worked in IC roles.
• Understand complex customer/business problem statements and tradeoffs for outcomes.
• Show Loop’s values of radical ownership and customer obsession; move fast.
• Hold a CFA or CPA charter.
• Have a strong hunger for growth and building scale-ready products.

Responsibilities

• Ownership of key customer value metrics.
• Building playbooks for the sales and customer support functions.
• Ownership of internal processes across analytics, product surfaces, content and communications to ensure 10-star value delivery to customers.
• Ownership of internal processes needed to monitor and improve agentic workflows, including evals, system prompts and templates.
• Collaborating with GTM/Customer Success to own the implementation and business roadmap.

Skills

Sales acumen

Metrics dashboards

Problem solving

Leadership

Customer focus

Education

CFA/ CPA charter holder

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: You are most likely a strong candidate for this role if you:

• 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.

$120,000 - $180,000 a year