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Finance Implementation & Customer Success Manager
Lead customer implementations and drive adoption of automated finance workflows.
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About the role
You'll lead customers from onboarding through go-live: mapping their finance workflows, configuring Loopfour to fit, and making sure their team is confident using it every day. This is a part-time contract role — you can work from anywhere, and US citizenship or visa is not required.
You own the relationship during and after implementation — driving adoption, surfacing workflow improvements, and spotting expansion opportunities as customers grow with us.
You sit close to product and engineering, relaying feedback and helping shape the roadmap from what you learn in the field. You work directly with founders, CFOs, controllers, and finance teams.
What you'll do
- Lead end-to-end customer implementations from onboarding through go-live
- Map each customer's revenue model, finance workflows, and existing stack — then configure Loopfour accordingly
- Migrate and validate customer data (quotes, contracts, invoices, customers)
- Train finance and ops teams so they're confident using the platform daily
- Own customer relationships during implementation and post-launch
- Drive adoption, surface workflow improvements, and identify expansion opportunities
- Partner with Product and Engineering to escalate bugs, relay feedback, and shape the roadmap
- Create and refine implementation best practices, templates, and internal documentation
What we're looking for
- 3+ years of overall experience
- 2+ years in finance, accounting, audit, revenue operations, or financial systems
- Bonus: 2+ years in customer success, implementations, or solutions consulting for B2B SaaS
- Bonus: hands-on experience with NetSuite, QuickBooks, Xero, Stripe, HubSpot, or Salesforce
- Strong understanding of billing, invoicing, AR, and revenue workflows
- High technical aptitude — you learn systems quickly and translate messy real-world workflows into clean configurations
- Solid Excel and Google Sheets skills
- Proactive, calm under pressure, detail-oriented, and a clear communicator with senior finance leaders
What you'll work with
Finance systems
NetSuite, QuickBooks, Xero
Finance ops
Stripe, AR and reconciliation workflows
CRM
Salesforce, HubSpot
Communication
Slack, Zoom, Loom
Data
Excel, Google Sheets
Productivity
Notion, Google Workspace
Interested in this role?
Applications are not open right now. Join the list and we'll email you when they reopen.
We'll only use this to email you about Loopfour roles. See our privacy policy.