Customer Success Manager
Core
Drive adoption and measurable outcomes for finance teams using an AI-native platform to automate accounting, reconciliations, and close activities.
Role type
Senior Customer Success Manager (B2B SaaS)
Builds
Customer adoption of AI-driven financial automation systems
Domain
Financial Technology (FinTech) / AI
Deliverable
production ML models
Required skills
Finance or accounting domain expertise, B2B SaaS customer success experience, executive relationship management, data-driven decision making, process building, ambiguity tolerance, product feedback synthesis
Preferred skills
CPA or equivalent accounting certification, early-stage startup experience, ERP/finance-automation product experience, CRM/CS tooling familiarity
