Vic.ai

Role Description We are seeking a Senior Implementations Consultant to lead and evolve the customer onboarding experience at Vic.ai—an AI-first platform transforming how finance teams operate. This is not a traditional implementation role. You will help customers rethink their Accounts Payable workflows through applied AI, automation, and intelligent process design. As a key member of our team, you will drive scalable, AI-enabled implementation strategies that ensure enterprise customers achieve rapid time to value and successful Go-Live readiness. Reporting to the Director of Implementations, you will play a critical role in shaping how AI is deployed in real-world finance environments—turning complex AP processes into autonomous, high-performing systems. What Success Looks Like in This Role - Lead complex, AI-driven implementation projects with minimal oversight - Translate Accounts Payable workflows into optimized, AI-powered solutions - Operate as a trusted advisor to finance and accounting leaders - Demonstrate strong executive presence with the ability to influence senior stakeholders - Mentor team members on both implementation excellence and advanced AI utilization - Actively leverage AI in your own workflows to drive efficiency, quality, and scale - Identify opportunities to automate and redesign customer processes using AI—not just improve them incrementally - Continuously refine implementation methodologies to scale with the business - Build deep expertise in the Vic.ai platform, including configuration, training, and optimization - Contribute to a culture of innovation - setting the standard for how AI is used across the team What You’ll Do - Lead AI-Driven Implementations - Own the end-to-end implementation lifecycle—from deal close through full adoption - Design and deploy AI-enabled AP workflows that improve accuracy, efficiency, and scalability - Guide customers through process transformation, not just system setup - Build Scalable Implementation Frameworks - Develop repeatable, AI-first implementation playbooks, templates, and best practices - Identify opportunities to productize implementation learnings into scalable solutions - Drive Cross-Functional Execution - Partner closely with Integrations, Product, Sales Engineering, and Customer Success - Ensure alignment across technical, operational, and customer stakeholders - Deliver Successful Go-Lives - Lead project planning, execution, and risk mitigation - Manage timelines, resources, and communication across multiple workstreams - Track performance and continuously improve implementation outcomes - Champion AI Adoption (Elevated Expectations) - Demonstrate hands-on, daily use of AI tools to enhance your own productivity and output - Bring forward new tools, techniques, and approaches as the AI landscape evolves - Educate customers not just on what Vic.ai does, but how to operationalize AI across their finance function - Push beyond basic automation—drive true transformation in how AP work gets done - Mentor and Lead - Coach junior consultants on implementation strategy, customer engagement, and AI application - Raise the bar for how implementations are delivered across the organization - Standardize and Scale - Partner with Operations to define implementation standards - Support partner-led implementation models with clear frameworks and guidance What You’ll Need - 7+ years of experience, including 5+ years in software implementations (ERP, finance systems, or adjacent) - Strong Accounts Payable domain expertise strongly preferred (invoice processing, procure-to-pay workflows, financial operations) - Proven experience implementing solutions within finance or accounting environments - Demonstrated ability to drive complex, multi-stakeholder projects to completion - AI & Technology Mindset (Non-Negotiable) - Proven track record of actively using AI tools in your day-to-day work (not just familiarity or interest) - Demonstrated ability to apply AI to solve real business problems and improve outcomes - Continuously learning and staying current with emerging AI capabilities, tools, and best practices - Strong point of view on how AI can transform finance operations, particularly within Accounts Payable - Comfort experimenting, iterating, and pushing boundaries with new technologies - Execution & Leadership - Expertise in requirements gathering, solution design, and project execution - Strong problem-solving, decision-making, and negotiation skills - Ability to manage multiple projects with competing priorities - Client & Communication Excellence - Exceptional stakeholder management and relationship-building skills - Ability to translate technical concepts into clear business value - Confident communicator with executive-level presence - Bachelor’s degree required; PMP or similar certification is a plus Why This Role Matters This is a high-impact role at the center of how Vic.ai delivers value. You won’t just implement software—you’ll help define how AI transforms finance operations at scale. This role requires someone who doesn’t just understand AI—but actively uses it, experiments with it, and pushes its limits every day. If you’re energized by the idea of combining AI, automation, and deep AP expertise to fundamentally change how companies operate, this role is built for you.

• Serve as the first point of contact for inbound customer support requests, delivering prompt, thoughtful resolutions via Intercom chat (Monday–Friday, 9am–6pm EST) • Guide customers through their Vic.ai journey and contribute to a consistently delightful support experience • Become a Vic.ai product specialist, supporting customers and mentoring internal teammates on platform functionality and workflows • Partner with the Senior Manager to ensure that reporting, metrics, and scalability are in place for our growing body of customers, vendors, and internal stakeholders • Own and maintain the Help Center, ensuring articles, videos, and product tours are clear, accurate, and up to date • Continuously improve inbound support channels by increasing automation, reducing response times, and improving customer satisfaction • Participate in new product testing to stay current on platform updates and understand how new features impact customer workflows • Analyze user sessions using FullStory to identify friction points, recommend best practices,and monitor new feature utilization • Partner with Product and Engineering teams to share customer insights, provide feedback, and support testing of new functionality • Track and analyze support trends, surfacing insights to leadership and product teams • Provide detailed bug reports and issue analysis to Incident Management to support timely resolution

• Product Ownership: Own product areas across purchase order management, invoice processing and P2P automation. • Product Development: Collaborate with our engineering and design teams to conceptualize and develop new features and products. • Market Research: Conduct market research to identify customer needs, trends, and opportunities. • User Experience: Champion the user experience, ensuring our products are intuitive and meet customer expectations. • Data-Driven Decisions: Utilize data and analytics to make informed product decisions and drive improvements. • Agile Development: Work within an agile development framework, participating in sprint planning, backlog grooming, and other agile processes, balancing strategy and execution in a fast-moving startup environment • Documentation: Create and maintain product documentation, including user stories, feature specifications, and release notes. • Metric Focused: Take accountability for outcomes– not just outputs • AI Champion: Help define, experiment with, and evolve AI-powered product experiences, including how automation, machine learning, and emerging AI tools are applied to real customer problems

• Design and execute scalable implementation frameworks: Develop processes, templates, and technical best practices for enterprise Vic.ai deployments • Own the end-to-end implementation lifecycle: From post-sale handoff through go-live readiness and early adoption • Partner cross-functionally: Collaborate closely with Integrations, Product, Sales Engineering, and Customer Success to align system requirements and delivery timelines • Lead technical go-live execution, including: • Project planning, milestones, and dependency management • Coordination across ERP integrations, data ingestion, and AI configuration • Risk identification, mitigation strategies, and escalation management • KPI tracking and post-implementation optimization • Guide customers through AI-driven change: Support customers as they adopt automated workflows, align expectations, and operationalize new processes • Champion implementation quality: Ensure accuracy, performance, and scalability in customer environments • Mentor and lead: Provide guidance to junior consultants and contribute to team-wide delivery excellence • Standardize and scale delivery: Partner with Operations to define implementation standards and support partner-led implementation models

• Rethink and build the finance organization from an AI-first mindset, driving both strategic leverage and operational velocity • Serve as a true business partner to the CEO and executive team on growth, capital allocation, and long-term value creation, bringing perspective, making decisions, and driving follow-through • Own company-wide financial strategy, planning, and performance management with clear accountability for results • Drive financial rigor, forecasting accuracy, and KPI discipline across the business - turning insight into execution • Partner with the Board and investors on reporting, planning, and strategic initiatives with high ownership and credibility • Help guide key strategic decisions including pricing, investment tradeoffs, and scaling strategy - with urgency and conviction • Own FP&A, budgeting, forecasting, and long-range planning with a bias toward speed, clarity, and decision usefulness • Build and operate a best-in-class SaaS financial model (ARR, CARR, CAC, LTV, burn, runway, etc.) that is deeply embedded in how the company runs • Drive strong cash management, capital efficiency, and scenario planning with proactive leadership • Oversee global accounting, close, tax, and compliance—holding a high bar for both quality and pace • Ensure strong internal controls, audit readiness, and SOC2-aligned financial operations without slowing the business down • Scale and lead the finance organization across Accounting, FP&A, and Payroll—hiring builders and owners • Rethink systems, tooling, and processes to support the next phase of growth from an AI-first perspective—and personally drive the change to completion • Build a high-performing, business-oriented finance team that operates with urgency, ownership, and deep partnership with functional leaders • Continuously improve forecasting accuracy, operating cadence, and decision support—raising the company’s execution speed and quality • Lead M&A, corporate development, and strategic finance initiatives end-to-end (including diligence, integration, and ROI tracking) with full accountability for outcomes • Support future fundraising, financing, and strategic transactions as needed • Maintain strong, high-trust relationships with banks, auditors, and financial partners

• Own and drive the overall demand generation strategy, including lead generation, ABM, online campaigns, and partnerships, ensuring a steady flow of qualified leads that align with our revenue goals. • Develop and execute growth marketing initiatives with a focus on experimentation, using data-driven tactics to optimize performance and scale results. • Implement marketing strategies that support scaling the company from $15MM to $50MM+ in revenue, with a focus on customer acquisition, pipeline acceleration, and ROI optimization. • Build and execute campaigns that directly address the needs and pain points of the CFO and finance leaders, positioning our AI platform as the go-to solution for automating financial processes. • Leverage AI technologies to scale marketing efforts, optimize performance across channels, and create efficiencies in lead generation and conversion. • Collaborate closely with Sales, Product, and Customer Success to optimize the customer journey, increasing conversion rates at every stage of the funnel. • Align marketing initiatives with overall company objectives and partner with key internal stakeholders to ensure consistency and execution excellence. • Lead the creation of differentiated campaigns that position us as thought leaders in AI-driven back-office solutions for CFOs and finance teams. • Oversee the demand generation budget, ensuring high ROI and strategic allocation of resources.