About the role
tl;dr we’re hiring a smart generalist to become an expert on our product and lead both sales demos and customer implementations. You’ll guide customers through their journey with Agave, from technical sales support to hands-on onboarding, project management, and customer success. This is a unique opportunity to learn a complex b2b product in great depth, build long-term customer relationships, contribute to sales processes, work closely with our engineers, and join a team as it grows from $Xm to $XXm in revenue. You will report directly to our co-founder/CEO.
Why are we hiring this role?
Responsibilities
Customer Discovery - work with Sales to qualify opportunities, acting as a technical expert:
Lead discovery and product demos with prospects; guide them through how Agave works
Answer technical questions and position our product in the context of their systems
Qualify fit, identify blockers, and advise on implementation details
Create customer-facing collateral (e.g. videos, product FAQs)
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Maintain and update demo materials for our teams to use in pre-sales
Customer Onboarding — own customer onboardings end-to-end (alongside other teammates):
Lead customers from sales handoff to full implementation efficiently, working with them 1:1
Be their primary point of contact and assume full accountability for their onboarding
Understand their goals and configure our product to meet their specific needs
Train them on how to use Agave (e.g. integrate their data, perform common actions, handle edge cases)
Create and maintain comprehensive docs for implementation best practices and FAQs
Build strong customer relationships and long-term loyalty
Identify churn risks and upsell opportunities
Project Management — project-manage each customer’s implementation; manage many at once:
Create and share detailed implementation plans, timelines, milestones, open issues, and remaining steps
Troubleshoot issues that arise, working with our product and engineering teams if new features are needed
Proactively identify and escalate implementation risks; work with cofounders to solve them
Identify feedback, requests, and weak areas of our product; share with our team to drive our product roadmap
Work with external partners (e.g. sales partners, resellers, consultants) to align onboarding timelines across parties and systems
Process Improvement - build tooling, templates, and automation to scale onboarding across hundreds of customers:
Understand the variations in our current processes and key gaps that hinder onboarding
Create a standardized and scalable process that works for hundreds of customers
Create customer education materials (e.g. demo videos) to reduce manual effort required by us
Work with product/engineering to build features that improve customer onboardings
Define + own + improve internal tracking mechanisms and KPIs for customer onboarding timelines
We're building the financial ops platform for construction, a $12T global industry run by software built 20-40 years ago, much of it on-prem with no APIs and no documentation.
We spent 3 years building the rails to read and write across those systems, and we use them to deploy AI for invoicing, expenses, compliance, billing, and more.
We have 500+ customers and have been profitable & cashflow positive for over two years.
We're backed by Accel and Y Combinator, with investors from Procore, Autodesk, and Plaid. Our three co-founders have worked together for 12+ years, across Graphiq (acquired by Amazon in 2017) and Amazon.
Salary
$110,000 - $165,000
Equity
0.01% - 0.1%
Location
San Francisco, CA
