AI Implementation Associate

New York. Posted 6 months ago

The role

You will implement and operate customer workflows on an agentic platform to optimize cash management, bill pay, and forecast health. You will work with the platform, prototype new AI-powered workflows, and partner with Product and Engineering to turn manual workflows into autonomous ones.

What you will do

Implement and operate customer workflows.
Configure customer setup across cash management, AP, bill pay, and forecast health monitoring.
Work hands-on with the agentic platform by prompting, evaluating, and tuning behavior.
Partner with Product to translate manual workflows into autonomous ones.
Prototype new AI-powered workflows.
Solve ambiguous financial problems.
Engage customers directly to optimize cash and resolve issues.

Required qualifications

Experience in a customer-facing, strategy & operations or product role
Strong analytical thinking
Hands-on experience tinkering with AI tools like Claude, ChatGPT, or Cursor
Desire to learn
Understanding of core financial concepts (cash flow, P&L, AP/AR)
Comfort in Excel or Google Sheets modeling and analysis
Strong communication skills
Comfort working cross-functionally and moving fast in ambiguous, early-stage environments
BA or higher

Nice to have

Finance, Economics, Accounting, Computer Science, or a related field
Experience working in fintech, AI or early-stage startups

Benefits

Competitive salary and meaningful equity
Comprehensive health & benefits package
Generous PTO
$1K/year stipend to purchase our customers' products
$100/mo wellness stipend
Yearly offsite
Commute covered
$20/day lunch stipend

About the company

Highbeam is building the future of business banking and cash management through a platform that combines AI agents, automated financial workflows, and integrated financial products. Their team includes alumni of Shopify, Square, Toast, Rippling, and McKinsey.