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Implementations Specialist US-East (SaaS B2B Finance Data)

Implementations Specialist US-East (SaaS B2B Finance Data)

SubscriptOakland, CA, US
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The Data Solutions team works with new customers to set up their data in Subscript and verify everything is correct!

Exciting update : We just closed our Series A earlier this year (see more details  here ). It's a really fun + empowering time to be joining our Subbie team!

The basics

  • The product ✨ : We're building the premier metrics-first finance and billing platform that empowers B2B SaaS leaders to invoice their customers, tell their ARR story, and track accounting revenue, all in one placeβ€”regardless of how complex their customers' contracts are
  • The role you'll play on our team :
  • You'll be the first point of contact for new customers after they've signed on to Subscript πŸ™ŒπŸ½, and will work with them through complex, data-intensive implementations. You'll connect & configure integrations for source data, help them clean and validate their data in Subscript, and help do the types of analysis that give them the most value πŸ‘πŸ½.
  • Your primary target customers will be East Coast, with flexibility required to cover Europe / West Coast as needed.
  • Over the course of each implementation, you'll work to get ARR metrics, invoices, and accounting revenue clean and complete, referencing clients' CRMs (e.g. Hubspot, Salesforce), general ledgers (e.g. Quickbooks, Xero), billing tools (e.g. Stripe, Maxio, Chargebee), and spreadsheets.
  • The Subscript app acts as our de-facto ETL pipeline, but is highly customizable, which means working with an in-house transformation layer (built off of this NPM package ) to configure our ingestion rules.
  • You can expect to split your time across four main tools :
  • 1. Spreadsheets - Transforming and cleaning clients' past data to be ingested into Subscript, as well as validating results
  • 2. Internal configuration JSON files - The transformation rules described above, used for hooking up to external data sources
  • 3. SQL - To understand internal data, e.g. after ingestion
  • 4. Postman / APIs - To fetch and explore external data (e.g. Hubspot deals or Quickbooks invoices) that will be ingested into Subscript
  • (Bonus) Python - This isn't strictly required, but we occasionally make use of Colab notebooks to do data fetching and / or transformation that would be too challenging via other methods
  • You'll be an early member of our Data Solutions team , and will help define what the role becomes as we grow! You'll work closely with the whole company, including our co-founders Sidharth Kakkar and Michelle Lee . They formerly built and successfully exited a B2B SaaS company called Freckle Education , and this is their second start-up.
  • We're a lean and mighty team (current under 30 people, but growing quickly!), so you'll have a huge say in how we shape and build all parts of our organization πŸ‘―β€β™‚οΈ. You'll have a ton of autonomy in defining + iterating on best practices and processes to really help both our customers AND our teammates reach the moon!
  • You'll not only work directly with the new clients you take on, but also support other team members as they encounter new challenges and could learn from your experience and insight.
  • The way we work :
  • We are an asynchronous πŸ•› team
  • We don't do scheduled internal meetings, so the vast majority of communication is available to anybody at any time in written documentation, whole-company Slack channels, and video documentation. If you're sick of pointless meetings, this is the place for you!
  • Sounds a little nuts, right? But it works! And it's one of our secret sauces for why our team is so high-performing (and happy!). You can hear more about working in our Async culture in this podcast episode featuring our CEO.
  • We operate completely autonomously πŸ’ƒπŸΏ
  • No one will tell you what to do; everyone gets transparent context and details about the company goals and you will figure out how to work towards them with the rest of the team!
  • You'll have to figure out a lot of things by yourself, ask the right questions and shape your own onboarding. If that sounds like an awesome challenge that would motivate and challenge you, then the possibilities to really make an impact are endless.
  • This is a remote job 🌎 - work anywhere you want
  • Although we are fully remote and asynchronous internally, our clients are all over the world; you'll be taking live calls most days of the week with customers across US, with a focus on US-East , so your working hours must be US-East most days (not just partial overlap).
  • You will also work with customers across other timezones, so flexibility is required.
  • We're a team that loves working together
  • We love playing board games 🎲 (these we do synchronously πŸ™‚). Full-time team members meet up multiple times per year for live off-sites around the world (expenses paid!)

Our interview process

We like to be really transparent and communicative about everything at Subscript, including our interview process :

Our interview process is designed to focus on your intuition with analytics, and your ability to communicate clearly (both written and in video calls) . We default to asynchronous communication internally, so the majority of the interview process follows suite πŸ™‚.

The interview will focus around your ability to understand, support, and engage our awesome customers 🀝

  • First, we'll ask you to work on spreadsheet task similar to the type of data work you'll be doing with our customers! As part of this simulation, you'll get a chance to ask clarification questions about the data πŸ”’.
  • We'll then have a short live call to talk through your background, career goals, and working style, which will also offer you the chance to talk through questions you may have about the role, the product, the team, or whatever else is on your mind.
  • The second asynchronous task will be a SQL exercise (postgres) to show your ability in working with databases. We'll provide the data and details on the required output, and you'll provide the query to get there.
  • Next, you'll have a chance to show off your customer communication, as you prepare for and lead a live kick-off call with a brand new Subscript customer (who we will be taking on the role of for the purposes of the interview πŸ₯Έ).
  • Finally, you'll have a chance to meet and talk with one of our leaders or cofounders. This is another great opportunity for you to get to know us better and answer any lingering questions you might have. It's important for us that our company and working style is a good fit for you and that you have everything you need to make the right decision.
  • Requirements

  • Our ideal candidate loves data πŸ₯° (analyzing it, talking about it, advising our customers using it). You'll be acting as a key strategic advisor to our customers using that data! You must have customer-facing experience.
  • We're looking for...
  • serious spreadsheet skills
  • experience requesting and reading JSON data from APIs
  • satisfaction in getting to perfectly clean data
  • a background including project management and / or client-facing communication
  • SQL know-how
  • knowledge of B2B SaaS business models
  • ability to work US-Pacific time
  • 5+ years relevant experience
  • We're also happy to see (but don't require)…
  • comfort in Python
  • experience with general ledgers used in SaaS finance (e.g. Quickbooks, Xero, and and Netsuite)
  • exposure to CRM software (Hubspot and Salesforce)
  • You're kind, empathetic, and communicative πŸ˜„. Both externally, as you'll be collaborating closely with customers, as well as internally, as you'll be supporting with the broader team in written docs πŸ“„ + recorded videos.
  • Benefits

  • Unlimited vacation
  • Flexible work schedule – work anytime and anywhere you want (as long as you are available to work with clients during their business hours and join live calls with them)
  • Benefits appropriate to your location (health / dental / vision in the USA)
  • Company-wide retreats multiple times per year, all expenses paid
  • Like all start-ups we're scrappy, but not scrappy on compensation : Subscript is committed to paying our awesome team members at market-rate, including benefits.
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