Full-Time

Strategic Partner

InstaLILY

InstaLILY

51-200 employees

Multi-agent AI platform for B2B automation

Compensation Overview

$150k - $180k/yr

+ Stock options

San Francisco, CA, USA + 1 more

More locations: New York, NY, USA

Hybrid

Hybrid role: 5 days/week on-site for first 6 months; then 4 days/week in New York or San Francisco office, with 1 day remote.

Category
Business & Strategy (1)

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Requirements
  • 5-10 years of Customer Success, strategic account management, or consulting experience. Ideally at an enterprise SaaS scale-up (DataDog, Databricks, Salesforce, Twilio, Braze CS orgs, or comparable) or a top-tier consulting firm at Engagement Manager level.
  • Track record of expanding client work. You\'ve grown client engagements through new use case identification, deeper deployment, follow-on projects, or strategic transformation work, not just maintaining the existing relationship.
  • Tested through friction. You\'ve delivered for clients even when the customer pushed back, when the stakeholder was skeptical, and when the engagement got rocky. Delivering outcomes is what matters, not keeping every conversation comfortable.
  • Analytical depth. You think structurally about customer problems and can build a transformation roadmap. Strong project management chops.
  • Concise and structured. You think in structure and hold a clear point of view under pushback.
  • Strong interpersonal and communication skills. Clear in writing and in the room. Comfortable with C-suite executives and operators alike.
  • Industry curiosity. You\'ll work with customers in industrial distribution, manufacturing, automotive, healthcare, and similar verticals. Industry-specific experience is a plus, but the willingness to deeply understand a customer\'s operations is what matters most.
  • Comfort with ambiguity. You can operate without a playbook and build one as you go.
  • AI-native curiosity. You use AI seriously in your own work and want to push how AI agents can transform customer operations.
  • Hybrid availability. 5 days/week for first 6 months; then 4 days/week in our New York or San Francisco office, with 1 day remote.
Responsibilities
  • Account ownership. Manage a portfolio of post-pilot customer accounts day-to-day across QBRs, exec briefings, account plans, and customer success activities.
  • Transformation engagement. Help each customer think strategically about how AI changes their operating model, not just adoption of features, but transformation of how their team works.
  • Expansion. Identify new use cases for each customer based on their workflows, industry context, and where AI can drive operational impact. Drive expansion ARR through deeper deployment.
  • Strategic collaboration with product. Bring customer insight into product decisions. What you hear shapes our roadmap. You\'ll help guide zero-to-one feature development and ensure the product evolves with what customers actually need.
  • Cross-functional coordination. Coordinate with Engineering and Product to make sure your customers get what they need to succeed.
  • Playbook contribution. Help build and refine the structured playbook Strategic AI Partners run across customers. What works, what doesn\'t, what should be standardized.
  • Customer presence. Travel to customer sites as needed for in-person work with customer teams and executives.
Desired Qualifications
  • Industry-specific experience is a plus

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 Jobs

Simplify's Take

What believers are saying

  • July 2026 Series B raised $60 million from Energize, Insight, Home Depot Ventures.
  • Revenue grew fivefold in 2025-2026, signaling strong enterprise pull.
  • August 2026 hiring of Adam Isenberg targets wholesale distribution expansion immediately.

What critics are saying

  • ServiceNow, Salesforce, and SAP can bundle similar agents inside existing contracts by 2027.
  • A single enterprise security incident would kill trust in autonomous workflow execution.
  • If deployments plateau, InstaLILY becomes a services-heavy niche vendor, not a platform.

What makes InstaLILY unique

  • Lily embeds inside SAP, NetSuite, Epicor, Salesforce, and on-prem edge systems.
  • InstaLILY claims 1,000 SRS Distribution salespeople use it across 760 branches.
  • The Small Data Center pairs cloud reasoning with private, low-latency execution.

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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

-5%

1 year growth

-7%

2 year growth

-5%
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

MDM
Jul 14th, 2026
InstaLILY raises $60M, launches AI Engineer for enterprise operations.

InstaLILY raises $60M, launches AI Engineer for enterprise operations. The Series B brings InstaLILY's total funding to nearly $100 million as the AI provider expands technology designed to build and maintain customized software for distributors and other operationally complex businesses. InstaLILY has raised $60 million in Series B funding and launched a new AI tool designed to build, deploy and continuously maintain software inside enterprise businesses. The July 14 funding round was led by Energize Capital, with participation from existing investor Insight Partners and new strategic investors Home Depot Ventures and United Rentals. It brings the New York-based company's total funding raised to nearly $100 million. InstaLILY said its revenue increased fivefold during the past year. The company's newly launched tool, Lily, is described as an "AI Forward Deployed Engineer." It learns a company's processes, develops software for its specific needs and integrates that technology into existing enterprise systems. Potential applications include identifying sales opportunities, pricing quotes, planning logistics routes and helping field technicians diagnose equipment problems. InstaLILY said Lily can begin operating within days and remains deployed to adapt the software as a company's systems, data and processes change. "Every company is full of work that only it knows how to do, in sales, in operations, out in the field - work too specific for off-the-shelf software, so it runs on legacy systems and manual workarounds," InstaLILY founder and CEO Amit Shah said in the announcement. "Lily turns that work into software, and it is running in days, not quarters." InstaLILY said the technology has helped one national distributor identify and pursue opportunities that generated more than $200 million in new annual sales. At an industrial supplier, it reportedly automated portions of the complex request-for-quote process, returning hundreds of thousands of work hours annually to the commercial team. The company's distribution customers include SRS Distribution, Imperial Brady, SunSource, Parts Town, Copper State Bolt & Nut, TricorBraun, Radwell International and Harrington Process Solutions. InstaLILY also works with United Rentals, ShipStation Global, Henry Schein and PartsSource, among other companies in construction, logistics, healthcare and field service markets. "At our scale, enterprise AI can start falling behind the minute it goes live because the business never stops changing," SRS Distribution Chief Digital, AI & Innovation Officer Patrick Garcia said. "Lily has helped us build the software our teams need while working within the enterprise platforms, governance, and processes we've already established." InstaLILY plans to use the funding to expand Lily's capabilities, enter additional industries, grow its workforce and further develop its Small Data Center infrastructure. That technology allows AI workloads to operate in the cloud, on company premises or at the edge while keeping customer data private. Founded in 2023, InstaLILY is headquartered in New York and has offices in San Francisco, London and Toronto. Recommended Reading

Axios
Jul 14th, 2026
Instalily AI raises $60M for AI forward deployed engineers

Instalily AI has raised $60 million in Series B funding led by Energize Capital, CEO Amit Shah announced. The company has developed an AI forward deployed engineer designed to address the complexity of enterprise systems, data, and models. Enterprise systems require proactive updates to prevent decay. Instalily AI's solution aims to tackle this challenge through automated engineering capabilities that can maintain and update these systems. The funding will support the company's efforts to expand its AI engineering platform. Energize Capital led the investment round, which marks a significant milestone for the startup's growth in the enterprise AI space.