Implementation Consultant

Highbeam is building the future of business banking and cash management.

Our platform combines AI agents, automated financial workflows, and integrated financial products that save brands time and money.

Customers have generated billions in sales and include well-known brands such as Cuts, Tushy, NYON, Sabah, Still Here, Alice Mushrooms, Original Grain, birddogs, and more.

Our team includes alumni of Shopify, Square, Toast, Rippling, and McKinsey.

We’ve raised $42M in equity from Acrew, FirstMark, Mayfield, and Two Sigma Ventures.

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 to help shape how we deliver our offerings to customers. You’ll collaborate cross-functionally and engage directly with clients, guiding them through key processes such as cash flow management.

This role will be in-person in New York.

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

You'll thrive at Highbeam if...

• You love working in-person with a high-performing team

• You enjoy working in an idea-meritocratic, low-ego environment

• You are proactive and self-directed, and you excel in ambiguous, fast moving environments

• You care about delivering a polished customer experience

• Bonus: You have experience working in fintech, AI or early-stage startups

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 in NoHo, a short walk from the A,C,E · B,D,F,M · N,Q,R,W · 1 · 6 trains. Our Toronto office is downtown near Osgoode Station.

• Generous PTO

• Comprehensive health & benefits package

• Stipends for lunch, commute, wellness, and purchasing customer products

• Yearly offsite—most recently we went to Mexico City!