Finance Strategy Delivery Lead for Restaurant Tech

Loop AI; New York (NY); On-site; USD 190,000 - 260,000; Full time

Job summary

Loop AI is seeking a Delivery Strategist to drive value for enterprise customers within its finance product, Balance. You will partner across Sales, Product Operations, Product and Customer Success to optimize time-to-value, engagement and outcomes.

The role requires 5–8 years in finance/FP&A or accounting, senior finance leadership experience, and a proven sales orientation. You will influence metrics, dashboards and workflows at scale.

Qualifications

• 5–8 years experience in finance, FP&A or accounting in a D2C brand, E-commerce, or hospitality/restaurant sector.
• Senior financial controller/manager experience across accounting, FP&A, and treasury.
• Excellent sales ability and capability to sell a product, vision, or project.
• Ability to break down complex problems into workable processes and systems.
• Strong focus on metrics, funnels and dashboards.
• Demonstrated leadership while also performing IC roles.
• Understand complex customer/business problems and build for customer outcomes.

Responsibilities

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

Skills

Leadership

Sales capability

Problem solving

Analytics & metrics

Cross-functional collaboration

Strategic thinking

Communication skills

Education

CFA/ CPA charter holder

Job description

Loop AI is seeking a Delivery Strategist to drive value for enterprise customers within its finance product, Balance. You will partner across Sales, Product Operations, Product and Customer Success to optimize time-to-value, engagement and outcomes.

The role requires 5–8 years in finance/FP&A or accounting, senior finance leadership experience, and a proven sales orientation. You will influence metrics, dashboards and workflows at scale.