Customer Implementation Lead

Transparent Search Group•San Francisco, CA
•Hybrid

About The Position

Cranston is a seed-stage AI company automating bookkeeping and tax preparation for CPA firms, taking on the repetitive, detail-heavy work that bogs accountants down. It has signed hundreds of thousands of dollars in pilot revenue within weeks. Cranston's founders have each scaled companies before: one built a B2B SaaS company to 50 people and $10M+ in revenue, and the other scaled a tax and bookkeeping business to millions in revenue. Founded in 2025, Cranston has raised a $5M seed. Cranston is hiring a Customer Implementation Lead (2-5 years) to own the end-to-end onboarding journey for accounting firms. Demand has outgrown the co-founder who has been running onboardings personally, so you will build the implementation function from the ground up as a high-impact individual contributor, working directly with the founders in San Francisco.

Requirements

  • 2-5 years in customer onboarding or implementation at B2B SaaS companies
  • A customer-facing B2B SaaS background with hands-on technical troubleshooting and configuration
  • Built repeatable onboarding processes from scratch
  • Experience training end users on new software workflows
  • Experience at a seed or Series A startup
  • Bachelor's degree or higher
  • Based in San Francisco and able to work in the office 3-4 days a week

Nice To Haves

  • Accounting software or financial workflow experience (CPA space)

Responsibilities

  • Lead the full onboarding lifecycle, from signed contract to confident daily use, for accounting firms with 5-50 employees.
  • Scope onboarding needs with firm owners, then schedule and run training sessions for their teams.
  • Triage and resolve post-onboarding questions as the primary implementation contact.
  • Build and document repeatable onboarding processes and playbooks as the founding member of the team.
  • Feed structured customer feedback to product and engineering.
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