Restaurant Finance Strategy Lead

Loop AI; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

Loop AI is seeking a Delivery strategist within the Strategy & Operations scope to safeguard value delivery for Loop’s finance product, Balance. You will drive outcomes, optimize metrics, and own customer success across enterprise accounts.

You will collaborate with Sales, Product Operations, and Customer Success to shape the business roadmap while building scalable processes and playbooks for engagement and value realization.

Qualifications

• Advanced financial analysis and forecasting.
• Ability to translate business problems into actionable processes.
• Experience with dashboards and metrics.

Responsibilities

• Own key customer value metrics and outcomes.
• Build playbooks for sales and customer support.
• Oversee internal analytics, product surfaces, and communications workflows.
• Improve agentic workflows, prompts, and templates.
• Collaborate with GTM and Customer Success to align roadmaps.

Skills

Financial analysis

Cross-functional collaboration

Strategic thinking

Sales skills

Education

CFA/ CPA charter holder

Job description

Loop AI is seeking a Delivery strategist within the Strategy & Operations scope to safeguard value delivery for Loop’s finance product, Balance. You will drive outcomes, optimize metrics, and own customer success across enterprise accounts.

You will collaborate with Sales, Product Operations, and Customer Success to shape the business roadmap while building scalable processes and playbooks for engagement and value realization.