Account Executive / Project Manager

Role scope and screening requirements (please read first):
 

• B2B SaaS product background (non-negotiable). Experience in B2B SaaS within a software product environment (selling and/or running pilots with an engineering team). Backgrounds primarily from agencies, studios, gaming, or consumer-only roles are unlikely to be a fit.
   
• Intro video required (2–5 minutes). Please include a short self-introduction video link in your resume or submit it through the hiring platform in any available way (YouTube, Loom, Google Drive, or similar). A simple smartphone recording is perfectly fine. This does not replace live conversations, it only helps us speed up the first screening and understand your communication style and motivation.
   
• Compensation depends on level. Salary will be based on your experience, demonstrated skills, and role fit, including ownership mindset, ambition, communication presence, and growth potential (scope and seniority will be aligned during the process).

Company overview:
 

Graphio connects to your existing systems through APIs to analyze events, activities, fields, and metadata. No content across documents or communication is analyzed.

Zero Integration: Works with your existing systems via APIs.

Zero Disruption: No changes to your current team workflows.

Privacy by Design: We analyze only fields, events, activities and metadata and don't analyze sensitive content across files and communication.

Rapid Deployment: Fully operational in under 48 hours.

SOC 2 Type 2, HIPAA compliant, and ISO 27001 (pending).

We’ve built and scaled before: the team behind Graphio.ai previously built upSWOT, a B2B platform adopted by hundreds of financial institutions, which was later acquired by Uptiq.  We’re applying those lessons in execution, delivery, and scale to Graphio.ai.

Supported by senior leaders from Experian, Mastercard, Lattice, BambooHR, Altrata, SAP, JackHenry, FIS, Pfizer, Workday, Customertimes, and more (graphio.ai/investors).

Position Overview:
 

We are looking for a Project Manager to own the customer journey after the deal is signed: rollout, pilot execution, and expansion.

This is a hands-on role for someone who can run a tight delivery process without heavy bureaucracy. You will work with cross-functional stakeholders on the customer side (Sales, Customer Success, Legal, Finance, Product, Operations) and coordinate internally with Product, Machine Learning and AI specialists, and Software Engineers to ensure fast time-to-value and a successful pilot outcome.

You will report directly and work day-to-day with the CEO and the Head of Operations, owning execution across the full post-sale customer journey: rollout, pilot success, and expansion.

Key Responsibilities:
 

• Own rollout and pilot execution after signing: kickoff, timeline, responsibilities, risks, and weekly status updates.
• Coordinate customer setup: workspace creation, user invites, and the process of connecting systems and starting metadata collection (without requiring workflow changes).
• Drive clarity on pilot success criteria: what outcomes must be achieved, what reporting will be delivered (weekly/monthly), and who the accountable owner is on the customer side.
• Manage cross-team dependencies and stakeholder alignment on the customer side (Sales, Customer Success, Legal, Finance, Product, Operations).
• Keep the project moving with clear written communication, strong follow-through, and fast issue resolution when data access, permissions, or timelines block progress.
• Collect feedback from pilot usage and reporting, turn it into actionable product input, and coordinate improvements with the internal team.
• Own pilot wrap-up and results recap; identify expansion opportunities (renewals, upsell, or broader rollout) and hand off to Sales for commercial next steps.

Preferred Qualifications:

• 3+ years in B2B SaaS post-sale implementation, project management, or customer success, ideally including ownership of pilots.
• Experience working with senior operators (Revenue Operations, Customer Success Operations, Legal Operations, Finance Operations, or similar).
• Strong ability to manage a process: clear next steps, meeting discipline, written updates, and ownership of timelines and deliverables.
• Comfort discussing technical topics at a practical level (system connections, API-enabled metadata, permissions, data readiness), without needing to be an engineer.
• Strong stakeholder management skills, including navigating security/legal/procurement steps.
• Excellent written and verbal English communication in a remote-first environment.

• Evidence of being proactive and self-directed: you move work forward without needing constant instruction.

  
  Nice to have:

• Background in workflow tools, analytics products, or products tied to revenue outcomes (pipeline, renewals, contracts).
• Experience with multi-stakeholder enterprise rollouts and longer implementation cycles.
• Familiarity with project management tools and structured pilot playbooks.

What we offer:

• A high-ownership role where you own the full delivery outcome, not just one part of the journey.
• A product with clear business impact and fast time-to-value, which makes delivery and expansion simpler when execution is strong.
• Direct collaboration with Product, Machine Learning and AI specialists, and Software Engineers in a low-bureaucracy startup environment.
• Clear success metrics: pilot success rate, time-to-value, and expansion outcomes.
• Competitive compensation and room to grow into a customer delivery leadership path as the company scales.

Company Operating Requirements:

At Graphio.ai we run a high-ownership, mission-driven team with clear operating rules. Please read these carefully before applying:

• LinkedIn profile is required (company policy). Employees are required to keep a current LinkedIn profile that shows their Graphio.ai position and is linked to the official Graphio.ai company page (company logo visible on the profile). Profile standards are provided during onboarding.
• Synchronized team vacations. The team takes coordinated time off four times per year to keep planning aligned and reduce context switching. Dates are announced in advance.
• Startup constraints. Vacation timing may be restricted during critical company periods. We plan time off as a team and communicate constraints early.
• Non-standard schedule. The role requires flexibility to collaborate across time zones. This may occasionally include early/late meetings depending on customer and team needs.
• US Eastern Time (ET) collaboration. This role requires regular overlap with US East Coast (ET) working hours. You must be comfortable running meetings, follow-ups, and execution in that time zone.
• Zero slow offboarding. We run lean and fast. When the fit isn’t there, we act quickly: employment may be ended within a day and access is removed immediately.

Application requirement: short intro video (required):

Please include a short self-introduction video (2–5 minutes). You can add the link directly to your resume or submit it through the hiring platform in any available way (YouTube, Loom, Google Drive, or similar).

• No need for a polished production, a simple smartphone recording is perfectly fine.
• This does not replace live conversations, it only helps us speed up the first screening and understand your communication style and motivation.
• In the video, please cover:
  • Who you are and 2–3 measurable outcomes you delivered in recent roles
  • Why you are applying for this role at Graphio.ai
  • Why you are leaving or have left your previous role
  • Your view on how a high-ownership startup team should operate (pace, ownership, communication, and work-life balance expectations)
• Applications without the video may not be reviewed.

Final note:
 

Graphio.ai is not a 9-to-5 corporate environment. We move fast, operate with high ownership, and expect proactive execution without micromanagement. Graphio.ai is a strong fit for people who actively seek challenges for personal growth - especially those who want to build their own company one day and see this as a place to learn how high-performing startups execute.

Because we work with US-based stakeholders, you should be comfortable aligning part of your schedule with US Eastern Time (ET).

English: C1