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Head of Customer Deployment (Hazel AI)

Altruist · San Francisco, United States

External listingfull-timeabout 1 month ago

About The Role

Join Hazel AI, a fast-growing company on a mission to make financial advice better, more affordable, and accessible to all. As the Head of Customer Deployment, you will build and own the implementation and deployment function from the ground up, defining the methodology, operating model, team structure, and playbooks. You will partner closely with Sales, Product, and Engineering to improve time-to-value and shape self-service onboarding infrastructure. This is a senior post-sales leadership role that requires proven experience in building a post-sales or implementation function from scratch, strong commercial orientation, and deep technical credibility.

  • Construire et posséder la fonction de mise en œuvre et de déploiement de Hazel, en définissant la méthodologie, le modèle opérationnel, la structure de l'équipe et les manuels.
  • Définir et améliorer en continu un modèle de déploiement par paliers, avec des motions distinctes pour les entreprises du marché intermédiaire et les clients SMB.
  • Posséder la stratégie de migration des données et d'intégration au niveau des systèmes, en résolvant le risque d'implémentation de manière structurelle.
  • Proven experience building a post-sales or implementation function from scratch, not just inheriting and managing an existing team
  • 8–12 years of experience in post-sales leadership, implementation leadership, solutions engineering leadership, or a closely related function
  • Strong commercial orientation, with a track record of thinking beyond customer satisfaction toward retention, expansion, and payback efficiency
  • Demonstrated ability to lead implementation engineers and make sound build-versus-buy decisions across the post-sales tech stack
  • Deep technical credibility, with strong understanding of integration architecture, data pipelines, APIs, and implementation tooling
  • Strong cross-functional leadership skills, with the ability to partner effectively across Sales, Product, and Customer-facing teams
  • Experience managing the tension between high-touch delivery and scalable execution, including productizing implementation work so team growth does not scale linearly with customer growth
  • Experience in wealth management or fintech
  • Familiarity with RIA technology stack, including custodial data, CRM systems, financial planning tools, and related advisor workflows
  • Experience serving a market where reputation, implementation quality, and repeatability are critical differentiators

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