Solution Lead

The role

You will own customer outcomes from discovery through launch, adoption, and expansion. You will develop implementation plans and lead the customer and Summation team through delivery using data and analytical tools.

What you will do

• Own enterprise implementations from discovery and planning through launch, adoption, and improvement.
• Build understanding of customer financial or operational processes, data, and success measures.
• Translate ambiguous problems into concrete models, workflows, and implementation plans.
• Work hands-on with SQL, spreadsheets, Python, relational databases, BI tools, and AI-assisted prototypes.
• Lead the customer operating cadence including decisions, milestones, and risks.
• Coordinate Forward Deployed Engineers, Product, Engineering, and data science contributors.
• Identify adoption risks and work with customer champions to establish new workflows.
• Measure implementation results and adjust systems based on evidence.
• Turn customer needs into product direction and implementation playbooks.
• Build trusted relationships with customer executives, operators, and technical stakeholders.

Required 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.
• Strong analytical fluency and willingness to work directly with data and models using tools such as SQL, spreadsheets, BI platforms, workflow automation, and AI-assisted analysis.
• Ability to translate between business and technical teams.
• Strong customer judgment.
• High agency in an early-stage environment.
• Willingness and interest in traveling approximately 10–20% for customer meetings and team sessions in Bellevue, Washington.

Nice to have

• Experience with finance, accounting, FP&A, enterprise planning, ERP, or operational analytics.
• Experience implementing AI-enabled applications, agents, decision systems, or workflow automation in a real business process.
• Experience in a startup, consultancy, or lean internal team where responsibilities were broader than the title.
• Experience working closely with engineers or data scientists and making good technical tradeoffs without being the primary engineer.
• Working familiarity with Python and relational databases.

Benefits

• Competitive salary and equity options
• Flexible (Unlimited) Paid Time Off
• Medical, Dental, and Vision benefits for you and your family
• 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.