Monk
Strategy and Operations Lead
New York City · On-site · Full-time · Posted Jun 29, 2026
- Experience
- 4+ years at a top-tier management consultancy or investment bank, or a comparable high-ownership operating role.
About the job
Lead customer outcomes for Monk’s AI accounts receivable platform by advising finance leaders, deploying AI agents, and optimizing customer workflows and results.
What you'll do
- Own customer deployments from scoping through go-live, ongoing optimization, and expansion; track KPIs and support renewals.
- Advise finance leaders on AR strategy, map their workflows, and translate customer needs into agent workflows, policies, and playbooks.
- Deliver on-site demos and working sessions, and relay customer insights to Engineering to shape the product roadmap.
What they ask for
- 4+ years at a top-tier management consultancy or investment bank, or a comparable high-ownership operating role.
- Exceptional communication and executive presence with senior finance and business leaders.
- Strong presentation skills, including demos, slides, memos, and live whiteboard presentations.
- Analytical, structured problem-solving skills; ownership, resilience, and comfort building, configuring, and iterating with software.
AI focus
Develop customer AI strategies and design, deploy, configure, and optimize agents to meet customer KPIs and address revenue-related challenges.
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