What are the responsibilities and job description for the Implementation Consultant position at Highbeam?
About Highbeam
Highbeam is the AI-powered financial command center for consumer brands. One that doesn’t just give insights, but helps brands grow profitably.
Our platform combines AI agents, automated financial workflows, and integrated financial products that saves brands’ time and money.
Traditional banks and finance partners weren’t built for consumer brands. Highbeam is different.
We bring banking, capital, bill pay, and yield management together in one platform, powered by AI finance agents that automate cash flow, forecasting, and treasury tasks. Instead of piecing together fragmented solutions, founders get a true finance partner that saves time, unlocks profits, and strengthens their business.
We already have hundreds of customers that collectively generate billions in sales. We’re on a mission to empower brands to scale through automated AI financial operations.
Our offices are based out of New York and Toronto.
About this role
We are seeking a motivated and skilled Implementation Consultant to join the Highbeam team. In this role, you will be essential in ensuring the successful development and implementation of products and offerings that meet our customers’ needs. Sitting between our customers and product team, you will leverage strategic thinking, strong problem-solving skills (especially in Excel), and a deep curiosity about our product and its capabilities. You’ll collaborate cross-functionally and engage directly with clients, guiding them through key processes such as cash flow management.
This role is based in our NoHo, NYC office.
What you'll do
- Implementation support – Assist customers in configuring and optimizing their Highbeam solutions, ensuring they are aligned with their financial goals and needs.
- Customer-facing interactions – Engage directly with customers to walk them through the setup and use of Highbeam’s products, focusing on cash flow management and ensuring successful adoption
- Product and process optimization – Collaborate with product teams to provide feedback and improve the product based on customer needs and insights
- Cross-functional collaboration – Work closely with teams across customer success, sales, and product to ensure smooth onboarding and support experiences for our clients
- Strategic problem solving – Use your analytical and problem-solving skills to resolve customer challenges and ensure smooth financial workflows are set up in Highbeam
Qualifications
- 2 - 5 years of experience in a customer-facing role, preferably within fintech, SaaS, Consulting or a related industry
- Strong Excel skills, with the ability to analyze data, create reports, and support financial analysis
- Ability to think strategically and solve complex problems, especially in financial contexts
- Product curious and eager to learn and stay updated on financial technologies
- Strong communication skills, with the ability to articulate complex concepts clearly to customers
- Experience working cross-functionally, particularly with product, customer success, and sales teams
- BA or higher, preferably in Finance, Economics, Accounting, or related field
What we offer
Chance to join the founding team of a well-funded startup chasing a huge opportunity.
- Competitive salary and meaningful equity
- Great location: Our NYC office is located in NoHo NYC, a short walking distance from the A/C/E, B/D/F/M, N/Q/R/W, 1, 6 trains; and our Toronto office is in downtown Toronto close to Osgoode station.
- Generous paid time off policy
- Comprehensive health & benefits package
More about Highbeam: Our small but mighty team comes from places like Shopify, Square, Toast, Rippling, and McKinsey.
Traction: We’ve raised $42M in equity from Acrew Capital, FirstMark, Mayfield, and Two Sigma Ventures.
How to apply
Please apply here: https://jobs.ashbyhq.com/highbeam/793e5655-82ee-44cb-bfe4-6bf168363f4b
