[Hiring] Solution Lead @Summation

Role Description

As a Solution Lead at Summation, you will own customer outcomes from discovery through launch, adoption, and expansion. You will develop a deep understanding of how a customer makes consequential financial and operational decisions, turn that understanding into a concrete implementation plan and new operating workflow, and lead the customer and Summation team through delivery.

You will be the primary quarterback for the implementation:

• Modeling processes and decisions
• Working directly with data and analytical tools
• Making scope and tradeoffs clear
• Coordinating technical contributors
• Resolving blockers
• Staying accountable until the workflow is used and producing measurable value

You will also turn repeated field learning into product direction, reusable playbooks, and expansion opportunities. You will be technically and analytically hands-on, but you do not need to be the deepest engineer on every problem. Success means choosing the right problem, creating forward motion across stakeholders, and ensuring the customer adopts a system that changes how the business operates.

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 and turn an ambiguous problem into a sequence of concrete decisions and deliverables.
• Strong customer judgment: you build trust, communicate tradeoffs clearly, handle difficult moments constructively, and create forward motion.
• High agency in an early-stage environment: you create structure where little exists, surface risks before they become escalations, and do the hands-on work necessary to keep delivery moving.
• Willingness and interest in traveling approximately 10–20% for customer meetings and team sessions in Bellevue, Washington.
• Strong candidates may come from implementation or professional services, solutions consulting, technical customer success, analytics or data consulting, business or strategy operations, finance systems, FP&A, enterprise planning, or other backgrounds that combine analytical depth with delivery ownership.

Requirements

• Experience with finance, accounting, FP&A, enterprise planning, ERP, or operational analytics (helpful, but not required).
• Experience implementing AI-enabled applications, agents, decision systems, or workflow automation in a real business process (helpful, but not required).
• Experience in a startup, consultancy, or lean internal team where responsibilities were broader than the title (helpful, but not required).
• Experience working closely with engineers or data scientists and making good technical tradeoffs without being the primary engineer (helpful, but not required).
• Working familiarity with Python and relational databases (helpful, but not required).

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
• A collaborative environment where your contributions directly impact our customers and product
• Opportunities for growth and career development