Customer Implementation Lead

Transparent Search Group
  • San Francisco, California
    4 days ago

    Job Description

    Customer Implementation Lead

    Company: Cranston
    Location: San Francisco, CA (hybrid, 3-4 days per week in the Fisherman's Wharf office)
    Compensation: $140,000 - $160,000 + competitive equity
    Employment Type: Full-time
    Visa Sponsorship: Not available (US citizens and green card holders)

    About Cranston

    Cranston is a seed-stage AI company automating bookkeeping and tax preparation for CPA firms, taking on the repetitive, detail-heavy work that bogs accountants down. It has signed hundreds of thousands of dollars in pilot revenue within weeks.

    Cranston's founders have each scaled companies before: one built a B2B SaaS company to 50 people and $10M+ in revenue, and the other scaled a tax and bookkeeping business to millions in revenue. Founded in 2025, Cranston has raised a $5M seed.

    The Role

    Cranston is hiring a Customer Implementation Lead (2-5 years) to own the end-to-end onboarding journey for accounting firms. Demand has outgrown the co-founder who has been running onboardings personally, so you will build the implementation function from the ground up as a high-impact individual contributor, working directly with the founders in San Francisco.

    What You Will Do

    • Lead the full onboarding lifecycle, from signed contract to confident daily use, for accounting firms with 5-50 employees.
    • Scope onboarding needs with firm owners, then schedule and run training sessions for their teams.
    • Triage and resolve post-onboarding questions as the primary implementation contact.
    • Build and document repeatable onboarding processes and playbooks as the founding member of the team.
    • Feed structured customer feedback to product and engineering.

    What You Bring

    • 2-5 years in customer onboarding or implementation at B2B SaaS companies
    • A customer-facing B2B SaaS background with hands-on technical troubleshooting and configuration
    • Built repeatable onboarding processes from scratch
    • Experience training end users on new software workflows
    • Experience at a seed or Series A startup
    • Bachelor's degree or higher
    • Based in San Francisco and able to work in the office 3-4 days a week

    Nice to Have

    • Accounting software or financial workflow experience (CPA space)

    Interview Process

    Intro call (15 min), hiring manager interview (30 min), case study (1 hour), final round (45 min).

    Tech Stack

    Accounting software, AI tools, CRM, project management tools

    Numbers & Facts

    LocationSan Francisco, California
    Websitehttps://www.transparentsearchgroup.com

    Skills

    • Accountingunmatched
    • Accounting Softwareunmatched
    • Artificial Intelligence (AI)unmatched
    • Bookkeepingunmatched
    • Business-to-Business (B2B)unmatched
    • Certified Public Accountant (CPA)unmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer/Client Researchunmatched
    • Onboardingunmatched
    • Product Engineeringunmatched
    • Project Management Softwareunmatched
    • Software as a Service (SaaS)unmatched
    • Startupunmatched
    • Tax Returnsunmatched
    • Technical Trainingunmatched
    • Testingunmatched

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