Vic.ai

Product Manager

• 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

Consultant

• 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

Senior Implementations Consultant

Sales Development Rep

• Own your pipeline— research accounts, identify stakeholders, and creatively generate interest in our product.
• Take a strategic and persistent approach to prospecting via email, phone, and LinkedIn to set sales-qualified opportunities.
• Develop a deep understanding of AI and accounting technology to effectively position Vic.ai’s value.
• Problem-solve and adapt on the fly— overcoming objections and identifying pain points to move prospects forward.
• Take initiative in finding and testing new ways to engage potential clients beyond traditional outreach.
• Compete to win. Meet and exceed weekly/monthly metrics (appointments, qualified leads, new contacts, etc.).
• Hustle with purpose. Stay organized, prioritize effectively, and maintain accurate pipeline data using Salesforce CRM and prospecting tools.
• Contribute beyond your role. Provide feedback to sales leadership, helping refine our process, messaging, and overall strategy.

Enterprise Sales Development Representative

Financial Planning and Analysis

• 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

VP Finance

Customer Success Manager

• Drive product adoption and measurable outcomes through onboarding, training, and best practices
• Serve as a trusted advisor to finance leaders and day-to-day users
• Manage a portfolio of accounts and build strong, long-term relationships
• Lead check-ins, business reviews, and strategic conversations
• Identify churn risks early and proactively improve retention
• Troubleshoot product, workflow, and data issues and coordinate resolutions
• Respond to customer inquiries via Intercom and other channels
• Advocate for customers internally and influence product improvements
• Partner cross-functionally with Product, Engineering, and Implementation teams to solve complex customer challenges
• Continuously refine onboarding and customer journey processes as we scale

Growth Marketing

• 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.

Product Manager

Senior Implementations Consultant

Enterprise Sales Development Representative

VP Finance

Customer Success Manager

Director of Growth Marketing