Solution Lead

About the role

As a Solution Lead at Summation, you will own customer outcomes from discovery through launch, adoption, and expansion. You will develop a deep understanding of how a customer makes consequential financial and operational decisions, turn that understanding into a concrete implementation plan, and lead the customer and Summation team through delivery. You will be the primary quarterback for the implementation, modeling processes, coordinating technical contributors, and turning field learning into product direction.

Responsibilities

• Own enterprise implementations from discovery and planning through launch, adoption, measurable value, and ongoing improvement.
• Build a detailed understanding of the customer's financial or operational process, decision rights, users, data, constraints, controls, handoffs, and success measures.
• Translate ambiguous problems into concrete models, workflows, product requirements, implementation plans, and explicit tradeoffs.
• Work hands-on with SQL, spreadsheets, Python, relational databases, BI and analytical tools, financial and operational models, workflow automation, and AI-assisted prototypes.
• Lead the customer operating cadence: decisions, owners, milestones, risks, next actions, and clear definitions of done.
• Coordinate Forward Deployed Engineers, Product, Engineering, and data science contributors.
• Identify adoption risks and operational-change requirements early, then work directly with customer champions and users to establish a durable new workflow.
• Measure whether the implementation is producing the intended business result and adjust the system or process based on evidence.

Required skills

• SQL
• Spreadsheets
• Python
• Relational databases
• BI tools
• Workflow automation
• Analytical modeling

Nice to have

• Finance
• Accounting
• FP&A
• Enterprise planning
• ERP
• Operational analytics
• AI-enabled applications

Qualifications

• At least 3 years of experience owning implementations, analytical or operational programs, customer delivery, or similarly ambiguous cross-functional work
• Experience carrying an important initiative from discovery and planning through implementation, adoption, and results

Benefits

• Equity options
• Flexible (Unlimited) Paid Time Off
• Medical benefits
• Dental benefits
• Vision benefits
• 401(k) Plan
• Parental Leave

About the Company

Summation is building the AI Operator: decision-grade AI systems that help enterprise finance and operations teams turn fragmented data and manual analysis into continuously improving decisions and workflows. We combine software, analytics, and AI with deep customer collaboration to build systems that run consequential parts of the business.