Delivery Strategist - Restaurant Finance Strategy
AI summary of the role
Loop seeks a Delivery Strategist to own customer value delivery for its finance product (Balance), acting as the custodian of outcomes for enterprise restaurant customers.
What you’ll do
- Own key customer value metrics for the finance product (Balance)
- Build playbooks for sales and customer support functions
- Own internal processes across analytics, product surfaces, content, and communications to ensure 10-star value delivery
- Monitor and improve agentic workflows, including evals, system prompts, templates, and agentic workflows for customers
What you’ll bring
- 5-8 years in finance, FP&A, or accounting in DTC, e-commerce, CPG, hospitality, or restaurant industry
- Experience as senior financial controller, finance manager, or senior manager of finance covering accounting, FP&A, and treasury
- Strong sales ability (selling product, vision, idea, project)
- Ability to break complex problems into parts and build processes/systems
Technologies
agentic AI · AI agents · workflow automation · evals · system prompts
About Loop AI
Enterprise agentic AI platform automating restaurant back-office workflows for finance, operations, and delivery profitability optimization.
Series A
Source and classification
Deployment strategy · Evidence for this classification:
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
More from the 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 valu [... source excerpt omitted ...] prise 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 p [... source excerpt omitted ...] ses 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 &
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