Customer Success Manager, Finance & Accounting

The role

You will own customer relationships and outcomes for a portfolio of mid-market and enterprise customers. You will drive adoption, retention, and expansion while bridging product and customer needs using Rillet's AI-native ERP.

What you will do

• Build multi-threaded relationships across a portfolio of mid-market and enterprise customers
• Run success plans, executive business reviews, and recurring meetings
• Turn customer business and workflow challenges into automated solutions
• Connect product capabilities with customer needs
• Lead trainings to keep customers enabled on the platform
• Advise on process optimization and find expansion opportunities
• Own renewal health
• Bring front-line customer feedback to founders and Product
• Triage support issues with Engineering
• Ensure smooth account handoffs with Implementation

Required qualifications

• 3+ years of Customer Success experience managing mid-market and enterprise customers at an AI-native company or a fintech, ERP, or accounting software company
• Track record of driving retention, adoption, and expansion across a complex customer portfolio
• AI fluency including using AI tools in daily work and explaining AI-powered workflows to customers
• Comfort working with executive stakeholders and running strategic conversations
• Technical mindset for configuring software and learning complex B2B SaaS products
• Bias to action, ownership mindset, and high attention to detail

Benefits

• Competitive pay
• Meaningful equity
• Benefits designed to support health, wellbeing, time away from work, family, and long-term financial goals
• Team meals, events, and company gatherings

About the company

Rillet is an Agentic ERP built for modern finance teams to automate critical parts of finance. The company is valued at $1B and is backed by investors including Sequoia, a16z, and Bain Capital Ventures.