About InstaLILY

InstaLILY is an AI products and infrastructure company that puts execution at the frontier of enterprise AI. That work begins with Lily™, the world's first AI Forward Deployed Engineer, which learns how a business works, builds the software it needs, and goes live in days. It does not leave when the work ships; it stays and keeps the software working as the business changes. Lily runs wherever the work happens, in the cloud, on-premise, or at the edge, through InstaLILY's Small Data Center, built with NVIDIA technology. Founded in 2023 by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto, InstaLILY serves leading companies across construction, industrial distribution, logistics, healthcare, and other operationally intensive industries. Learn more at https://instalily.ai/.

The Traction

Revenue grew 5x over the past year, and Lily has driven over $200M in new annual sales for a single customer. We serve some of the largest operators in our industries, including SRS Distribution (part of The Home Depot family), United Rentals, and Henry Schein, and we work closely with the Google DeepMind and NVIDIA ecosystems.

How We Work

We work in small teams with real ownership: clear problems, direct access to the customers whose work you're changing, and room to ship. Your code runs in live production systems inside billion-dollar operations, so you see your impact directly. People who do well here want that proximity to the work. We're growing fast, and the people who join now shape what this company becomes. Everything runs on three principles: Customers, Culture, and Code.

The Role

You'll be our VP of Customer Success, extending the reach of our Chief Growth Officer as the senior InstaLILY presence across our largest customer relationships. You'll lead our customer SWAT team — the function that gets customers stood up, keeps them successful on the platform, and steps in wherever needed: pilot workshops, post-POC escalations, complex account decisions. You also lead a team of Strategic Partners who own the day-to-day customer relationships across their portfolios, and senior Growth Analysts who lead pilot-to-production delivery alongside junior analysts.

The role is highly adaptable and evolving. It will change over time and won't strictly stay within these responsibilities. You'll bring your playbook and optimize ours — you're not starting from zero, but you're not stepping into a defined machine either. Expect the unexpected.

You'll report to our Chief Growth Officer.

What You'll Do

Personally show up on customer calls. You hold the executive-level relationships across our accounts, and step in whether that's a pilot workshop, a post-POC escalation, or a complex account decision.
Own retention and expansion outcomes. Retention and expansion are the metrics that matter most; you drive them through how you run the customer relationships and the operating rhythm.
Think ahead of the product. You anticipate what CS looks like 6 to 12 months out and prepare the team for it.
Pattern recognition, judgment, and an anticipatory mindset. You read where accounts are going before the numbers confirm it, and you act on it rather than wait.
Coach the team. You develop the team's judgment through feedback on their accounts, coaching in customer conversations, and modeling the standard yourself.
Lead your Strategic Partners and Growth Analysts. Hire, coach, and grow the team that owns customer engagement day-to-day and pilot-to-production delivery.

What You'll Need

10+ years in Customer Success leadership at enterprise SaaS.
Ongoing, multi-year enterprise contracts. You've owned relationships where success is measured over years and renewals, not one-time sales.
You've moved the numbers at scale. You can point to specific gross retention, net retention, and expansion ARR you've moved across a portfolio of enterprise accounts, not just individual account wins.
Strategic and commercial. You see 2-3 moves ahead on where an account is going and know how to shape a conversation into an expansion opportunity when the timing is right.
Bring your playbook. You've built the retention and expansion motion at least once before. You can bring it, optimize what we already have, and take it further.
Pattern recognition, judgment, and mindset. You've caught things others missed on accounts, and you can help newer team members develop that same instinct.
Hands-on with the work. You're in a C-suite QBR and in the weeds of an account plan the same week.
Tested through friction. You've held accounts through rocky implementations, executive turnover, and pricing pushback. Delivering outcomes matters more than keeping every conversation comfortable.
Concise and structured. You think in structure and hold a clear point of view under pushback.
AI-native, and thinking ahead of the product. You use AI seriously in your own work and have a view on where AI reshapes CS itself over the next 12 to 24 months.
Comfort with ambiguity. You build the playbook as you go, and the role will evolve as we scale.
Industry curiosity. You'll work with customers in industrial distribution, manufacturing, automotive, healthcare, and similar verticals. Industry experience is a plus; a willingness to deeply understand a customer's operations matters more.
In-office availability. 5 days/week in our New York office.

What You'll Get

Real traction. The product works, customers are live, and we've already driven over $200M in incremental revenue for customers. This isn't a bet on an unproven thesis.
Deep partnerships. Backed by Insight Partners with deep ecosystem partnerships across Google, NVIDIA, and Microsoft.
Customer impact. You'll drive measurable operational change inside the customers you own.
Stage. Early enough to shape how InstaLILY runs customer relationships and expansion at scale.
Culture. Offices in New York, San Francisco, and London. Sharp, low-ego team moving fast.
Growth. The learning curve is steep.

Compensation and Benefits

Salary: Commensurate with experience.
Equity. Generous stock option awards and refreshers for top performers.
Benefits. Medical, Dental, Vision, 401K, Well-being stipend, In-office lunch reimbursement, PTO and 10 US Federal Holidays, and more!

Quality Over Quantity

To ensure a focused, high-quality hiring experience, we kindly ask candidates to limit their applications to 3 open requisitions at any given time. Applying strategically to roles that best align with your skills and career goals gives you the highest chance of standing out. Have you interviewed with us in the past 12 months? We encourage you to reach out directly to your previous interviewer rather than submitting a new application.

InstaLILY is committed to providing an inclusive and barrier-free recruitment process. If you require an accommodation, please let us know, and we will work with you to meet your needs.

We use AI to assist with parts of our application review process. If you’d like to opt out, please contact our recruiting team ([email protected]).

About the company

InstaLILY provides a multi-agent AI platform that helps B2B teams automate complex workflows and streamline operations. It enables building and deploying autonomous AI agents that handle tasks across sales and service, improving decision-making and productivity. The platform uses a Composable Agents Layer to allow seamless integration with existing tools and strong security, while offering customizable AI solutions and pre-built agents for quick adoption. Compared with competitors, InstaLILY emphasizes modular, composable agents and integrated security to fit enterprise needs, rather than offering a one-size-fits-all product. The goal is to help businesses adopt AI quickly, boost operational efficiency, and enhance decision-making across teams by automating routine and complex workflows.

Company Size

51-200

Company Stage

Series B

Total Funding

$85M

Headquarters

New York City, New York

Founded

2023

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Simplify's Take

What believers are saying

July 2026 revenue grew fivefold, proving demand for autonomous workflow agents.
July 2026 investors Energize, Insight, Home Depot Ventures, and United Rentals funded expansion.
February 2026 SOC 2 and HIPAA audit results strengthen regulated-industry enterprise sales.

What critics are saying

September 2026 Microsoft can absorb enterprise AI budgets and squeeze InstaLILY’s margins.
July 2026 $60 million funding raises growth pressure before durable operating profitability exists.
Integration-heavy deployments across SAP and Epicor create long sales cycles and implementation failures.

What makes InstaLILY unique

September 2026 Microsoft Marketplace placement validates InstaLILY’s enterprise distribution and procurement path.
Lily embeds directly into SAP, NetSuite, Epicor, Salesforce, and regulated workflows.
Small Data Center pairs cloud reasoning with edge execution for private, low-latency deployments.

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Benefits

Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Stock Options
Meal Benefits
Paid Vacation
Paid Holidays

Growth & Insights and Company News

Headcount

6 month growth

1 year growth

2 year growth

-1%

The Charlotte Observer

Sep 15th, 2026

InstaLILY joins Microsoft for Startups Pegasus Program and launches on Microsoft Marketplace.

InstaLILY joins Microsoft for Startups Pegasus Program and launches on Microsoft Marketplace. September 15, 2026 9:09 AM Gift Article InstaLILY's AI Teammates are now available to Microsoft Azure customers, helping enterprises automate sales, service, and operations workflows across the physical goods economy. NEW YORK CITY, NY / ACCESS Newswire / September 15, 2026 / InstaLILY, the company building AI Teammates for the physical goods economy, today announced it has been selected for the Microsoft for Startups Pegasus Program and that InstaWorkers(TM) are now available on the Microsoft Marketplace. The milestone gives Microsoft customers a faster path to discover, evaluate, and deploy InstaLILY's domain-trained AI agents for complex enterprise workflows across sales, distribution, healthcare, manufacturing, supply chain, and service operations. The Microsoft for Startups Pegasus Program is an invite-only program designed to support high-potential startups as they scale through Microsoft's technical, marketplace, and go-to-market ecosystem. As part of the program, InstaLILY will work with Microsoft to expand enterprise access to InstaWorkers(TM), deepen Microsoft Azure-based deployment options, and support customers looking to move AI from experimentation into real operational execution. "Joining the Microsoft for Startups Pegasus Program and launching on Microsoft Marketplace gives enterprise customers a trusted path to deploy AI Teammates inside the tools they already use," said Amit Shah, Founder and CEO of InstaLILY. "This is an important step in bringing execution-grade AI to the frontlines of the physical goods economy." At the center of the platform is InstaBrain(TM), a company-specific intelligence layer that captures institutional knowledge, business rules, workflows, customer context, and decision logic. InstaBrain(TM) powers InstaWorkers(TM) with the context needed to act accurately inside each customer's existing environment. By becoming available through Microsoft Marketplace, InstaLILY gives Microsoft customers a more streamlined path to evaluate, procure, and deploy InstaWorkers(TM) through Microsoft's cloud ecosystem. Customers can use the marketplace listing to begin deployment conversations and align AI initiatives with existing Microsoft procurement motions. "We welcome InstaLILY to the Microsoft for Startups Pegasus Program. This initiative gives select startups access to Microsoft Azure's cutting-edge AI models, enterprise-grade security and privacy, and unique go-to-market support to accelerate growth. Through Pegasus, startups can build fast, scale smart, and sell more by tapping into the full power of Azure and the Microsoft ecosystem," said Tom Davis, General Manager, Microsoft for Startups. About InstaLILY InstaLILY(TM) builds AI agents that learn how a business produces its results and do the work of sales, operations, service, and AI oversight inside the systems that distributors, manufacturers, logistics providers, healthcare providers, and field service companies already run. Founded by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto. Learn more at www.instalily.ai. Media Contact

The Wichita Eagle

Sep 15th, 2026

InstaLILY joins Microsoft for Startups Pegasus Program and launches on Microsoft Marketplace.

InstaLILY joins Microsoft for Startups Pegasus Program and launches on Microsoft Marketplace. September 15, 2026 8:09 AM Gift Article InstaLILY's AI Teammates are now available to Microsoft Azure customers, helping enterprises automate sales, service, and operations workflows across the physical goods economy. NEW YORK CITY, NY / ACCESS Newswire / September 15, 2026 / InstaLILY, the company building AI Teammates for the physical goods economy, today announced it has been selected for the Microsoft for Startups Pegasus Program and that InstaWorkers(TM) are now available on the Microsoft Marketplace. The milestone gives Microsoft customers a faster path to discover, evaluate, and deploy InstaLILY's domain-trained AI agents for complex enterprise workflows across sales, distribution, healthcare, manufacturing, supply chain, and service operations. The Microsoft for Startups Pegasus Program is an invite-only program designed to support high-potential startups as they scale through Microsoft's technical, marketplace, and go-to-market ecosystem. As part of the program, InstaLILY will work with Microsoft to expand enterprise access to InstaWorkers(TM), deepen Microsoft Azure-based deployment options, and support customers looking to move AI from experimentation into real operational execution. "Joining the Microsoft for Startups Pegasus Program and launching on Microsoft Marketplace gives enterprise customers a trusted path to deploy AI Teammates inside the tools they already use," said Amit Shah, Founder and CEO of InstaLILY. "This is an important step in bringing execution-grade AI to the frontlines of the physical goods economy." At the center of the platform is InstaBrain(TM), a company-specific intelligence layer that captures institutional knowledge, business rules, workflows, customer context, and decision logic. InstaBrain(TM) powers InstaWorkers(TM) with the context needed to act accurately inside each customer's existing environment. By becoming available through Microsoft Marketplace, InstaLILY gives Microsoft customers a more streamlined path to evaluate, procure, and deploy InstaWorkers(TM) through Microsoft's cloud ecosystem. Customers can use the marketplace listing to begin deployment conversations and align AI initiatives with existing Microsoft procurement motions. "We welcome InstaLILY to the Microsoft for Startups Pegasus Program. This initiative gives select startups access to Microsoft Azure's cutting-edge AI models, enterprise-grade security and privacy, and unique go-to-market support to accelerate growth. Through Pegasus, startups can build fast, scale smart, and sell more by tapping into the full power of Azure and the Microsoft ecosystem," said Tom Davis, General Manager, Microsoft for Startups. About InstaLILY InstaLILY(TM) builds AI agents that learn how a business produces its results and do the work of sales, operations, service, and AI oversight inside the systems that distributors, manufacturers, logistics providers, healthcare providers, and field service companies already run. Founded by Amit Shah and Sumantro Das, InstaLILY has raised nearly $100 million from Energize Capital, Insight Partners, and Home Depot Ventures. Headquartered in New York, with offices in San Francisco, London, and Toronto. Learn more at www.instalily.ai. Media Contact

FinSMEs

Jul 16th, 2026

InstaLILY raises $60M in Series B funding.

InstaLILY raises $60M in Series B funding. July 16, 2026 InstaLILY, a New York City-based developer of enterprise AI forward-deployed engineering software and small data center infrastructure, raised $60m in Series B funding. The round was led by Energize Capital, with participation from Insight Partners (which increased its holding), alongside new corporate strategic backers Home Depot Ventures and United Rentals, bringing the company's total capital raised to nearly $100m. The company intends to use the capital to fund core software engine optimization, expand its enterprise deployment capabilities into new industries, grow its global multi-office workforce, and continue developing its small data center technology infrastructure. Led by Co-founders Amit Shah (CEO) and Sumantro Das, InstaLILY develops "Lily(TM)," an automated software architecture billed as the world's first AI forward-deployed engineer designed to embed directly into legacy systems like SAP, NetSuite, Epicor, and Salesforce to build customized, autonomous workflow agents. The company - founded in 2023 - grew its annualized revenues fivefold over the past year, servicing global enterprise clients including SRS Distribution, ShipStation, PartsTown, and Kedrion Biopharma. Don't just read the news. Own the data. Stop manually tracking deals. Access this round and over 100 others this week - in our structured Master Database (XML) + Weekly Intelligence PDF. [Access FinSMEs Intelligence Hub] 16/07/2026

Wilson Sonsini Goodrich & Rosati

Jul 15th, 2026

Wilson Sonsini Advises InstaLILY AI on $60 Million Series B

Wilson Sonsini advises InstaLILY AI on $60 million Series B. Client Highlights July 15, 2026 On July 14, 2026, InstaLILY AI, creator of Lily, the world's first AI Forward Deployed Engineer, announced a $60 million Series B round led by Energize Capital. The round included participation from Insight Partners, which increased its investment, and new strategic investors including Home Depot Ventures and United Rentals. The Series B brings InstaLILY's total raised to nearly $100 million, after a year in which the company's revenue grew by a multiple of five. Wilson Sonsini Goodrich & Rosati advised InstaLILY on the transaction. Lily goes into a business, learns how it works, builds what the work needs, and gets it running by finding revenue, pricing quotes, planning routes, and diagnosing equipment in the field. Unlike a traditional demo or pilot, it runs the business with people in control, and it goes live in days versus months. After launch, it keeps shipping and gets better the longer it runs. InstaLILY will use the Series B funding to help Lily learn faster, take on more of the work, expand into new industries, and grow the team. The company will also continue building the Small Data Center, the infrastructure that makes always-on intelligence possible inside a business, at a cost and energy profile enterprises can sustain. The Wilson Sonsini team that advised InstaLILY on the transaction included Megan Baier, Sam Obenhaus, and Richard Fielkow. For more information, please see the company's news release and blog post.

Citybiz

Jul 14th, 2026

InstaLILY Raises $60 Million Series B to Expand AI Deployment Platform

For many enterprises, the challenge with artificial intelligence is no longer selecting a model—it is deploying and maintaining AI systems... Read More

InstaLILY

Vice President of Customer Success

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