Highbeam is building the future of business banking and cash management.

Our platform combines AI agents automated financial workflows and integrated financial products that save brands time and money.

Customers have generated billions in sales and include well-known brands such as Cuts Tushy NYON Sabah Still Here Alice Mushrooms Original Grain birddogs and more.

Our team includes alumni of Shopify Square Toast Rippling and McKinsey.

Weve raised $42M in equity from Acrew FirstMark Mayfield and Two Sigma Ventures.

About this role

Were hiring a Finance AI Implementation Associate to sit at the seam between our customers and our product. Youll work directly with brands to optimize their cash across cash management bill pay and forecast health on our agentic platform and youll be the primary channel feeding what you learn back into what we build. Every manual workflow you run today is a candidate for tomorrows autonomous capability and youll be the one spotting which ones specifying them and partnering with Product and Engineering to ship role is based in our NoHo NYC office.

What youll do

• Implement and operate customer workflows. Configure each customers setup across cash management recommendations AP and bill pay and forecast health monitoring. Own the outcome customers should see measurable cash improvements from your work

• Work hands-on with the agentic platform. Prompt it evaluate outputs tune behavior and build the skills and workflows it uses to serve customers. Youre not just a user of the platform youre shaping how it behaves

• Partner closely with Product. Spot patterns across customers translate them into clear asks and work with PMs and engineers to translate manual workflows into autonomous ones

• Prototype new AI-powered workflows. When a customer need doesnt fit what exists build something. Partner with customers and internal teams to test ideas quickly and bring the winners into the product

• Solve ambiguous financial problems. Break down messy customer situations reason through them and design workflows that scale beyond a single brand

• Engage customers directly. Be a person they trust to optimize their cash and resolve issues completely

Qualifications

• Experience in a customer-facing strategy & operations or product role

• Strong analytical thinking; able to break down ambiguous financial problems and reason through them clearly

• Hands-on experience tinkering with AI tools like Claude ChatGPT or Cursor (personal projects school or work all count)

• Desire to learn; able to pick up on unfamiliar concepts quickly and directly apply in day-to-day work

• Understanding of core financial concepts (cash flow P&L AP/AR) and genuine curiosity about fintech

• Comfort in Excel or Google Sheets modeling and analysis

• Strong communication skills; can articulate complex concepts clearly to customers

• Comfort working cross-functionally and moving fast in ambiguous early-stage environments

• BA or higher preferably in Finance Economics Accounting Computer Science or a related field

Youll thrive at Highbeam if...

• You love working in-person with a high-performing team

• You enjoy working in an idea-meritocratic low-ego environment

• You are proactive and self-directed and you excel in ambiguous fast moving environments

• You care about delivering a polished customer experience

• Bonus: You have experience working in fintech AI or early-stage startups

What we offer

• Chance to join the founding team of a well-funded startup chasing a huge opportunity

• Competitive salary and meaningful equity

• Great location: Our NYC office is in NoHo a short walk from the ACE BDFM NQRW 1 6 trains. Our Toronto office is downtown near St. Andrew Station.

• Generous PTO

• Comprehensive health & benefits package

• Stipends for lunch commute wellness and purchasing customer products

• Yearly offsitelast year we went to Mexico City!

Required Experience:

IC