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Drivepoint

Fintech platform for eCommerce financial planning

Forward Deployed Strategist

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$140k - $175k /yr

About the Job

Requirements

  • Have 3–6 years of experience in consulting, a startup, product, or another customer-facing role where you owned the outcome.
  • Think from the user's problem and desired outcome, recognize when a request does not address the need, and identify recurring needs across customers.
  • Have built something from zero as a founder, early employee, product manager who launched a product, or in a venture studio, venture capital, or private equity operating role; have spoken with users, made product decisions, and shipped the result.
  • Be comfortable owning implementations from kickoff to launch, setting plans, and keeping owners and dates on track.
  • Use Claude or similar AI tools daily for practical work, understand how data moves from Shopify to a report, and troubleshoot discrepancies between numbers.
  • Be comfortable leading sessions with founders and executives and communicate clearly in writing.

Responsibilities

  • Lead customer engagements by setting an agenda and desired outcomes, clarifying the decision the customer needs to make, closing with owners and dates, and driving the plan until the customer's team can run independently.
  • Frame and solve customer business problems by identifying the relevant data and delivering the answer to the customer.
  • Track whether each brand is receiving value, address gaps, and establish renewals and expansion.
  • Connect and reconcile customer data from Shopify, Amazon, retailers, third-party logistics providers, advertising platforms, and accounting books, working with customers and their agencies to establish trusted numbers.
  • Tailor AI workflows to each brand and configure them to run independently.
  • Brief implementation partners on custom builds, keep work on schedule, and review their work before it is presented to the customer.
  • Prototype fixes for recurring cross-brand problems and bring supporting evidence to the product team.

Desired Qualifications

  • Understand consumer-brand operations, including channel economics, retail versus direct-to-consumer, trade spend, weeks of supply, customer acquisition cost, retention, and landed cost; communicate effectively with founders, operations leads, and growth marketers.
  • Be financially literate, able to read a profit and loss statement and identify an implausible forecast; building three-statement models from scratch is not required.
  • Have a consulting, agency, or implementation background.
  • Have hands-on experience with Shopify, Amazon, retailer, third-party logistics, or advertising-platform data.

About the Company

Drivepoint

Fintech platform for eCommerce financial planning

Drivepoint provides a connected financial platform for Direct-to-Consumer (DTC) eCommerce brands by integrating with a company’s existing software to pull together financial and operational data and generate actionable reports. It works by connecting to a company’s tools, consolidating data, allowing users to build scenarios, forecast outcomes, and create concise reports for stakeholders. It differentiates itself with seamless data integration, practical, shareable insights, and a pricing model that scales with sales, backed by a track record with well-known DTC brands and a focus on long-term client relationships. The goal is to help ecommerce brands increase revenue, improve profitability, and raise overall valuation through easy-to-use, data-driven planning and reporting that can be acted on across the organization.

Company size
11-50
Company stage
Early VC
Total funding
$15.4M
Headquarters
Boston, MA
Founded
2021

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