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Deployment Strategist
The Role
We are looking for a Deployment Strategist to own the successful deployment, adoption, and expansion of Ylookup within customer firms. This is a critical, customer-facing role focused on ensuring Ylookup delivers measurable value from day one.
You will work closely with enterprise customers during pilots and rollouts, helping translate real accounting workflows into production-ready automated processes.
You will sit at the intersection of product, customers, and go-to-market, playing a key role in shaping how Ylookup is implemented and scaled inside firms.
What You’ll Do
Lead onboarding and deployment for pilot and early-stage customers
Work directly with accountants to understand existing workflows and pain points
Configure and tailor Ylookup workflows to fit firm-specific processes
Ensure successful adoption across teams, not just initial users
Identify opportunities to expand usage across additional workflows and departments
Act as the primary feedback loop between customers and product
Support enterprise readiness requirements, including documentation and process alignment
Measure and communicate value delivered during pilots and rollouts
Who You Are
Structured thinker with strong problem-solving skills
Background in accounting as an advisor or auditor
Experience with Excel-heavy teams
Able to translate product capabilities into practical workflows
Confident operating in professional services environments
Detail-oriented, reliable, and proactive
Strong written and verbal communication skills
Interview Process
Intro call
Scenario-based discussion
Working session
Final conversation with founders