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Customer Success Manager, Finance & Accounting

Rillet· Customer Experience
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Hybrid (New York City), Hybrid (Remote), Hybrid (San Francisco)$100k - $150kFull-timePosted 1w ago

About the role

Customer Success Manager focused on AI-native ERP for finance and accounting teams, driving adoption, retention, and expansion across mid-market and enterprise customers.

Responsibilities

  • Own customer relationships and outcomes: Build deep, multi-threaded relationships across a portfolio of mid-market and enterprise customers. Run success plans, executive business reviews, and recurring meetings so customers get the most out of Rillet.
  • Be a builder: Turn customers’ business and workflow challenges into automated solutions powered by Rillet’s AI, often shipping real product improvements for accounts within hours of the ask.
  • Bridge product and customer needs: Connect what the product can do with what customers need, so solutions work in the real world.
  • Drive adoption, retention, and expansion: Lead trainings to keep customers enabled on the platform. Advise on process optimization, find expansion opportunities, and own renewal health.
  • Cross-functional collaboration: Bring front-line customer feedback to founders and Product in real time, triage support issues with Engineering, and ensure smooth account handoffs with Implementation.
  • Become a Product Expert: Develop deep expertise in Rillet’s AI-native platform and stay current on the latest features and functionality.
  • Represent Rillet: Be the face of the company with strong customer empathy and structured problem-solving to make every customer interaction great.

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
  • A track record of driving retention, adoption, and expansion across a complex customer portfolio.
  • AI fluency: you use AI tools in your daily work, understand what they can and can't do, and can confidently explain AI-powered workflows to customers.
  • Comfort working with executive stakeholders and running strategic conversations such as EBRs, success planning, and escalations.
  • A technical mindset: you're comfortable configuring software, learning complex B2B SaaS products quickly, and turning customer requirements into workflows.
  • Bias to action, ownership mindset, and high attention to detail in a fast-moving environment.

Skills

Required:Customer Relationship ManagementExecutive Business Reviews (EBR)Product Knowledge of AI-native platforms

Benefits

  • Competitive pay and meaningful equity.
  • Benefits that support you (health, wellbeing, time away from work, family, and long-term financial goals).
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Rillet

The AI-native ERP

Rillet automates majority of month-end close and offers powerful GAAP and investor reporting. The software has built-in revenue recognition, invoicing, and AI-powered accounting.

AI-powered accountingERPai-agents-and-applicationsautomated invoicingfinancial reportingrevenue recognitionwing-list-2026wing-list-2026-mid-stage
Company profileWebsite

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