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Delivery Strategist - Restaurant Finance Strategy

Loop AI

San Francisco, CAFull-timeNo compensation foundPosted 2mo agoChecked 2w ago

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At a glance

Compensation
No compensation found
Location
San Francisco, CA
Schedule
Full-time
Work Authorization
US work authorization required

Requirements

Credentials this posting asks for.

CFA Charter HolderCPA Charter HolderBachelor's degree

Job overview

Loop AI is hiring a Delivery Strategist - Restaurant Finance Strategy. Loop, an AI‑driven restaurant intelligence platform, seeks a Delivery Strategist to act as the custodian of value for its finance product. The role focuses on customer outcomes, optimizing metrics such as time‑to‑value and engagement, and collaborates across sales, product operations, and customer success. The strategist will own key value metrics, build playbooks, and improve internal processes to deliver ten‑star service.

Key focus areas include Own key customer value metrics, Build playbooks for sales and customer support functions, and Own internal processes across analytics, product surfaces, content and communications.

Successful candidates bring 5-8 Years Experience In Finance, F,P&A Or Accounting Role, Experience In Direct To Consumer Brand, and Experience In E-commerce. Important skills include Customer Strategy, Customer Value Metrics Ownership, Playbook Building, Internal Process Ownership, Agentic Workflows Monitoring And Improvement, and Implementation And Business Roadmap Ownership.

Skills & qualifications

RequiredNice to have

Skills

Customer StrategyCustomer Value Metrics OwnershipPlaybook BuildingInternal Process OwnershipAgentic Workflows Monitoring and ImprovementImplementation and Business Roadmap OwnershipComplex Problem SolvingMetrics ThinkingFunnels ThinkingDashboards ThinkingLeadershipBusiness Problem UnderstandingTradeoff MakingCustomer Outcomes BuildingRadical OwnershipCustomer ObsessionProblem Solving SpeedPersonal Growth HungerProduct DeploymentSalesProduct OperationsCustomer SuccessAnalyticsProduct SurfacesContentCommunicationsAgentic WorkflowsEvalsSystem PromptsTemplate CreationGTM CollaborationImplementationBusiness RoadmapProblem SolvingFunnelsDashboardsIC RolesTradeoffsCustomer OutcomesMoving FastPersonal Growth

Qualifications

5-8 Years Experience in Finance, F,P&a or Accounting RoleExperience in Direct to Consumer BrandExperience in E-CommerceExperience in CPGExperience in HospitalityExperience in Restaurant IndustrySenior Financial ControllerManager of FinanceCFA Charter HolderCPA Charter Holder

Full job description

About Loop:

Loop is an agentic restaurant intelligence software that augments back office of restaurant chains by automating workflows and delivering intelligence across the finance, operations and marketing functions. Loop deploys AI agents built by our in-house team of AI engineers, strategists and subject matter experts into restaurant brands bringing industry best practices in handling complex internal functions. We have offices in San Francisco, New York, Tampa and India.

Loop is one of the fastest growing restaurant technology companies powering a few billion dollars in revenue and growing to serve 10K+ restaurants within 3 years across some of the most recognizable brands of the USA, helping them grow their topline & bottomline.

Loop is built by a world class team of entrepreneurs, operators, leaders and AI engineers from different industries, ranging from cutting edge big-tech, management consulting, investment banking among others across companies like Uber, Google, Amazon, McKinsey and others.

About the Role:

As a Delivery strategist in the Strategy & Operations charter of Loop, you are a custodian of value delivered to Loop’s customers through our finance product. Loop’s products power a few billion dollars in revenue today and are poised to scale multifold over the next few years. As the products and the scope of service expands, you are expected to be the value custodian of Loop’s enterprise customers, obsessing over customer outcomes and optimizing for key metrics like time to value, engagement & outcomes for the finance product of Loop, Balance.

In this role, you will cross-functionally impact our customer strategy by collaborating across functions like Sales/ GTM, Product Operations, Product & Customer Success while owning key customer value metrics.

Responsibilities:

  • Ownership of key customer value metrics
  • Building playbooks for the sales and customer support functions
  • Ownership of all internal processes across analytics, product surfaces, content and communications across functions to ensure 10-star value delivery to customers
  • Ownership of internal processes needed to monitor and improve agentic workflows, not limited to evals, system prompts, creating templates and agentic workflows for customers, etc
  • Collaborating with the GTM/ Customer Success teams to own the implementation and business roadmap, taking business needs and customer needs into account

Eligibility/ Fit: You are most likely a strong candidate for this role if you:

  • Have at least 5-8 years of experience in a finance, F,P&A or accounting role in a direct to consumer brand or in the E-commerce, CPG, hospitality or the restaurant industry
  • Have been a Senior financial controller, manager or senior manager of finance, managing the lifecycle across accounting, F,P&A & treasury
  • Are inherently a great sales person - be it selling a product, vision, idea, project or anything else!
  • Have the ability to break fairly complex problems into smaller parts and build the necessary processes and systems around them.
  • Have the ability to think metrics, funnels and dashboards
  • Have exhibited leadership while also having worked in IC roles across your previous roles
  • Have the ability to understand complex customer/ business problem statements from the lens of business and can make tradeoffs and build for the right customer outcomes
  • Demonstrate key cultural values of Loop across radical ownership, customer obsession and have the ability to lose no time & move fast on solving problems.
  • Are a CFA/ CPA charter holder
  • Have a strong hunger for personal growth and wish to build and deploy products of the next generation at scale, as an operator or a founder.

You've read the whole posting — now see how you match it.