i’m working with an early-stage startup building workflow automation software for document-heavy teams.

what started as document data extraction has evolved into a broader product suite that helps customers extract, validate, transform, and route information across messy operational workflows.

they’re a small, sharp, highly in-person team based in soho. they move quickly, expect people to think for themselves, and want someone who is excited to work close to customers, close to product, and close to the actual problems.

this is not traditional customer success.

it’s much closer to deployment, implementation, customer discovery, product feedback, and forward-deployed-style work.

you’d be working directly with customers to understand how their current workflows operate, where things break, and what needs to change. from there, you’d help scope the problem, build and configure workflows inside the product, stitch together tools and automations where needed, and help make the solution actually work in the real world.

you’d also feed insights back into product and engineering, since this role sits very close to what customers need and where the platform still has room to improve.

because the team is still early, there’s also some less glamorous but very real work involved too — documentation, support, internal tooling, and general problem-solving.

they want someone who likes to build, likes to figure things out, and is comfortable working directly with customers in the details.

this is likely best suited to someone early in their career — anywhere from a strong new grad to roughly 1–3 years of experience — but the more important signals are sharpness, technical curiosity, builder energy, and comfort in an early-stage environment.

you’ll likely be a fit if you have some combination of the following:

• you’ve built things before, whether through work, internships, or your own projects

• you’ve worked with workflows, automations, integrations, apis, ai tools, internal tooling, or technical implementations

• you’re technical enough to understand how systems fit together, even if you are not a pure engineer

• you communicate clearly, ask sharp questions, and are comfortable in customer conversations

• you’re calm in ambiguity and can handle changing priorities, bugs, scope creep, and imperfect processes without getting thrown off

• you have good judgment when you’re in front of customers and know when to push, clarify, escalate, or adapt

• you like startup environments and do not need heavy structure or constant hand-holding to do good work

strong signals:

• startup internships or early-stage startup experience

• hands-on projects involving ai tools, automations, workflows, integrations, or technical problem-solving

• implementation, solutions, technical onboarding, product ops, or other technical client-facing experience

• the ability to speak concretely about things you’ve built, tested, broken, fixed, or learned from

• high agency and a clear willingness to ask questions, escalate issues early, and move quickly

this is probably not the right fit if you want a highly structured environment, come purely from traditional account management or ticket-based customer success, mostly talk about ai in buzzwords rather than through actual projects, or are looking for remote or hybrid instead of fully in-person work in new york.

• based in new york city

• 5 days a week in office in soho

• base comp is roughly $85k–$130k

• equity included

• very early team, flat structure, fast-moving environment