Summation

Lead customer implementations from discovery through adoption and measurable value, coordinating technical and business stakeholders. | 3+ years owning implementations or analytical programs with strong analytical skills and ability to translate between business and technical teams. | About Summation Summation is building the AI Operator: decision-grade AI systems that help enterprise finance and operations teams turn fragmented data and manual analysis into continuously improving decisions and workflows. We combine software, analytics, and AI with deep customer collaboration to build systems that run consequential parts of the business. We are early and moving quickly. The people who join now get broad ownership, direct access to customers and company decision-makers, and the ability to turn field learning into the product and operating model of the company. The Role As a Solution Lead at Summation, you will own customer outcomes from discovery through launch, adoption, and expansion. You will develop a deep understanding of how a customer makes consequential financial and operational decisions, turn that understanding into a concrete implementation plan and new operating workflow, and lead the customer and Summation team through delivery. You will be the primary quarterback for the implementation: modeling processes and decisions, working directly with data and analytical tools, making scope and tradeoffs clear, coordinating technical contributors, resolving blockers, and staying accountable until the workflow is used and producing measurable value. You will also turn repeated field learning into product direction, reusable playbooks, and stronger platform capabilities. You will be technically and analytically hands-on, but you do not need to be the deepest engineer on every problem. Success means choosing the right problem, creating forward motion across stakeholders, and ensuring the customer adopts a system that changes how the business operates. Key Responsibilities • Own enterprise implementations from discovery and planning through launch, adoption, measurable value, and ongoing improvement. • Build a detailed understanding of the customer's financial or operational process, decision rights, users, data, constraints, controls, handoffs, and success measures. • Translate ambiguous problems into concrete models, workflows, product requirements, implementation plans, and explicit tradeoffs. • Work hands-on with SQL, spreadsheets, Python, relational databases, BI and analytical tools, financial and operational models, workflow automation, and AI-assisted prototypes when that accelerates the outcome. • Lead the customer operating cadence: decisions, owners, milestones, risks, next actions, and clear definitions of done. • Coordinate Forward Deployed Engineers, Product, Engineering, and data science contributors without relying on formal people-management authority. • Identify adoption risks and operational-change requirements early, then work directly with customer champions and users to establish a durable new workflow. • Measure whether the implementation is producing the intended business result and adjust the system or process based on evidence. • Turn repeated customer needs and field lessons into product direction, implementation playbooks, reusable platform capabilities, and expansion opportunities. • Build trusted relationships with customer executives, operators, finance teams, and technical stakeholders through clarity, judgment, and follow-through. Qualifications • At least 3 years of experience owning implementations, analytical or operational programs, customer delivery, or similarly ambiguous cross-functional work. We care more about repeated evidence of ownership and learning velocity than an exact tenure threshold. • Experience carrying an important initiative from discovery and planning through implementation, adoption, and results. • Strong analytical fluency and willingness to work directly with data and models using tools such as SQL, spreadsheets, BI platforms, workflow automation, and AI-assisted analysis. • Ability to translate between business and technical teams and turn an ambiguous problem into a sequence of concrete decisions and deliverables. • Strong customer judgment: you build trust, communicate tradeoffs clearly, handle difficult moments constructively, and create forward motion. • High agency in an early-stage environment: you create structure where little exists, surface risks before they become escalations, and do the hands-on work necessary to keep delivery moving. • Willingness and interest in traveling approximately 10–20% for customer meetings and team sessions in Bellevue, Washington. This travel is an expected part of the role. Strong candidates may come from implementation or professional services, solutions consulting, technical customer success, analytics or data consulting, business or strategy operations, finance systems, FP&A, enterprise planning, or other backgrounds that combine analytical depth with delivery ownership. Helpful, but not required • Experience with finance, accounting, FP&A, enterprise planning, ERP, or operational analytics. • Experience implementing AI-enabled applications, agents, decision systems, or workflow automation in a real business process. • Experience in a startup, consultancy, or lean internal team where responsibilities were broader than the title. • Experience working closely with engineers or data scientists and making good technical tradeoffs without being the primary engineer. • Working familiarity with Python and relational databases. Why Join Now • Own meaningful customer and business outcomes. • Help customers establish new AI-enabled operating processes. • Work directly with the people building the product and turn field learning into product direction. • Operate with high autonomy and little organizational distance between identifying a problem and fixing it. • Grow quickly through broad customer, analytical, product, and operating responsibility. • Participate meaningfully in the value you help create through equity. What we offer • Competitive salary and equity options • Flexible (Unlimited) Paid Time Off • Medical, Dental, and Vision benefits for you and your family • 401(k) Plan • Parental Leave • A collaborative environment where your contributions directly impact our customers and product • Opportunities for growth and career development Compensation Range: $170K - $200K

Lead front-end architecture and user experience for an AI-native business planning platform. | 8+ years software engineering with 4+ years front-end product development and proficiency in Python, TypeScript, or JavaScript. | About Summation Summation is building the future of business planning and analytics by bridging the gap between data and decision-making. We empower organizations to transform complex data into clear, actionable insights that drive business outcomes. Our AI-native platform pairs advanced data models with intuitive workflows to make enterprise performance management simple, collaborative, and effective. The Role As a Staff Product Engineer at Summation, you’ll be the senior front-end leader on our team, reporting directly to our CTO and owning the front-end architecture and experience of our product end to end. This is a hands-on, deeply technical role where you’ll spend your time building, not just advising, and is a role for someone with a sharp product sense who has designed and shipped polished, ambitious products from the ground up. You’ll set the technical direction and quality bar for our front end and establish the patterns the rest of the team builds against. Our product is analytics-rich and highly interactive, which makes the front end one of the hardest and most important parts of what we do: dense, data-heavy interfaces that still need to feel fast, clear, and effortless. You’ll partner closely with the CTO, our Founding Designer, and product team to turn ambitious ideas into interfaces that perform. As a Series A company approaching product-market fit with our first customers, we’re at the point where the front-end foundations you lay will define how well we scale. You’ll have influence over both architecture and product direction, the autonomy to make consequential decisions, and direct access to the people setting company strategy. If you’re energized by ownership, thrive in the ambiguity of an early-stage startup, and want your work to shape the product and the team around it, this is the role for you. Key Responsibilities Own the front-end architecture and user experience of our product end to end from concept through shipping and iteration Set the bar for front-end quality, patterns, and performance, and help establish the standards the team builds against Partner directly with the CTO, Founding Designer, and product team to shape direction and translate ambitious ideas into polished, performant interfaces Build responsive, scalable, data-dense interfaces for analytics and AI-driven workflows Bring a strong product perspective to engineering decisions, advocating for the user at every step Qualifications 8+ years of software engineering experience, including 4+ years of dedicated, hands-on front-end product development — building products, not solely platform or library work. Experience building and shipping a product from zero to one with end-to-end ownership, as a founding or early engineer at a startup or with equivalent ownership inside a larger company A track record of shipping to internal or external users and iterating based on their feedback Strong communication and problem-solving skills, ability to work with cross-functional teams Proficiency in Python, TypeScript, JavaScript, or similar languages What Success Looks Like in Your First 6 Months First 30 days: You've ramped on the codebase, product, and customers, shipped your first meaningful improvements, and formed a clear point of view on the state of the front end and where it needs to go. 60 days: You've identified the highest-leverage gaps in the existing front-end architecture and started addressing them, sharpening the patterns the team builds against while shipping polished, customer-facing features alongside the CTO and Founding Designer. 90 days: The quality and performance bar you've raised is visible in the product, interfaces feel faster and more cohesive, and your refined patterns are becoming how the team builds by default. 6 months: You're the clear owner of the front end. You've meaningfully levelled up the architecture you inherited, shipped ambitious data-dense features customers rely on, and influenced product direction beyond just the front end. Nice to Have Hands-on experience building interfaces backed by LLMs or agent frameworks Background in analytics, data visualization, or AI-driven products Familiarity with financial software, models, or data Experience leading or mentoring engineers (not required for this role) Location & Work Modality This is a hybrid role with a team based in Bellevue, Washington; however, we’re open to remote arrangements for candidates on a case-by-case basis AI Policy in Interviews We use AI pragmatically in our work, and we welcome you to do the same during interviews. You’re free to use AI tools for syntax, semantics, or general API questions. We ask that you not use AI to solve interview problems or generate substantive code or logic; we’re interested in how you think, communicate, and incorporate feedback. What We Offer Competitive salary and equity options Flexible (unlimited) paid time off Medical, dental, and vision benefits for you and your family 401(k) plan Parental leave A collaborative environment where your voice matters Opportunities for growth and career development The chance to work on cutting-edge technology that is transforming how businesses plan and execute

Build production-grade UI components with React and TypeScript, lead design system and documentation, prototype features, and collaborate cross-functionally. | 4+ years experience with React and TypeScript, strong CSS, design systems, Figma, data visualization, and accessibility. | About Summation Summation is building an AI Business Planning Platform for CFOs and finance teams. We combine a real-time modeling layer with Addison, our AI calculation engine, to turn messy enterprise data into decision-grade insights. Customers use Summation to model scenarios, explain variances, and automate weekly and monthly reviews. The role Design Engineering at Summation lives at the intersection of product design and frontend engineering. As a Senior Design Engineer, you will ship beautiful, high-performance product experiences in production code, lead our design system, prototype new interactions, and raise the bar on accessibility, motion, and polish. You will partner closely with Product, Design, and Engineering, moving from Figma to code to shipped features. Roles & Responsibilities Build production UI in React and TypeScript for Summation’s web app Lead the Summation Design System: tokens, components, theming, accessibility, docs, and release workflow Prototype end-to-end product ideas in code, validate with real data, and graduate winners into production Craft motion and micro-interactions that clarify meaning and reduce cognitive load Translate flows and states from Figma into resilient, testable components with strong state management Drive UI performance: bundle hygiene, code-split plans, rendering strategy, perceived latency Partner with data visualization to express complex financial concepts with clarity Establish guardrails: lint rules, Storybook checks, accessibility checks, visual regression in CI Mentor engineers and designers on interaction patterns, system thinking, and front-of-frontend craft Contribute to product quality across the stack through reviews, pairing, and high-signal documentation You will love this role if you Love working across design and code and care about the details users feel Think in systems: tokens, states, variants, docs, upgrade paths Prototype ideas fast and are comfortable deleting code after an experiment Believe accessibility, performance, and clarity are product features Enjoy collaborating with PMs, designers, and backend engineers in a high-context startup Required experience 4+ years building production web UI with React and TypeScript Strong CSS fundamentals: layout, fluid type and spacing, responsive systems, motion Design system experience: tokens, component architecture, Storybook, documentation Data visualization in production using one of Recharts, D3, Visx, ECharts, or similar Accessibility and quality: semantic HTML, WCAG basics, keyboard and screen reader support, automated checks Figma fluency: components, variants, auto-layout, dev mode, and handoff Proven ability to take a concept from Figma to shipped code without heavy PM overhead Nice to have Remix or Next.js, Tailwind, shadcn/ui Framer Motion for interaction design WebGL or Canvas experience for advanced interactions Visual regression and accessibility tooling in CI Experience in fintech, analytics, or complex data products

Design and run multi-channel marketing campaigns to drive awareness and customer engagement. Build and optimize marketing workflows and contribute to go-to-market strategy. | Candidates should have 4-6 years of experience in marketing, preferably in B2B SaaS. Strong analytical skills and a track record of running successful campaigns are essential. | About Summation Summation is building the future of business planning and analytics by bridging the gap between data and decision-making. We empower organizations to transform complex data into clear, actionable insights that drive business outcomes. Our AI-native platform integrates advanced data models with intuitive workflows, making enterprise performance management simple, collaborative, and effective. The Role We are looking for a Founding Marketing Manager with 4–6 years of experience in product marketing, marketing strategy, or related roles. As the founding member of the marketing team, this person needs to be a builder—helping us develop the marketing function from the ground up, scaling repeatable marketing operational processes, and implementing the right business systems, tools and workflows. This role is ideal for someone who enjoys being hands-on across marketing channels, analytics, and strategy, and who thrives in early-stage environments where experimentation, learning, and iteration drive impact. You’ll work directly with the Executive team, Head of Business Operations, while partnering closely with Sales, Product, and Design. Key Responsibilities Marketing Execution: Design and run multi-channel campaigns (paid, organic, partnerships, events) to drive awareness, pipeline, and customer engagement. Experimentation & Analytics: Develop hypotheses, set up experiments, analyze results, and turn insights into scalable playbooks. Process & Infrastructure: Build and optimize marketing workflows, reporting, and automation tools (CRM, attribution, marketing tech stack). Strategy Development: Contribute to go-to-market strategy, channel prioritization, and market segmentation. Content & Creative: Partner with Design and Product teams to produce campaigns, collateral, and creative assets that reinforce Summation’s brand and messaging. Cross-functional Collaboration: Work with Sales to align on lead quality, funnel performance, and pipeline growth; with Product to optimize onboarding and adoption; and with Leadership to inform strategy. Qualifications 4–6 years of experience in marketing, marketing strategy, or a related role (preferably in B2B SaaS or high-growth tech). Track record of running campaigns across paid and organic channels and translating results into business impact. Strong analytical skills; comfort with experimentation frameworks, funnel metrics (LTV/CAC, conversion), and reporting tools. Demonstrated ability to build marketing processes and implement marketing systems (HubSpot, attribution platforms, automation tools). Excellent communication and cross-functional collaboration skills; able to influence stakeholders across teams. A self-starter who thrives in fast-paced, ambiguous environments and is motivated to build from zero to one. Bonus Points Experience at an early-stage startup where you built systems from scratch. Familiarity with SQL, BI tools, or advanced analytics. Prior exposure to finance, operations, or enterprise SaaS buyers. What We Offer Competitive salary and equity options Flexible (Unlimited) Paid Time Off Medical, Dental, and Vision benefits for you and your family 401(k) Plan Parental Leave A collaborative environment where your contributions directly impact our customers Opportunities for growth and career development The chance to work on cutting-edge technology that is transforming how businesses plan and execute