Startups

loopfour

Finance Implementation & Customer Success Manager

Applications are paused. We're not reviewing new applications right now. Roles stay listed so you know what's coming — join the list below and we'll email you when they reopen. Sales & Support Contract Finance Implementation & Customer Success Manager $1K - $50K 0.01% - 2.00% equity Remote Lead customer implementations and drive adoption of automated finance workflows.

Applications paused

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

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Sourced 2026-09-29