Finance Lead - Customer Success

Revzio; Bengaluru; Hybrid; INR 2,600,000 - 4,400,000; Full time

Job summary

Revzio is seeking a Finance Lead - Customer Success in Bengaluru. This full‑time hybrid role focuses on understanding client workflows, translating needs into financial automation, onboarding customers, and training teams to maximise adoption of Revzio’s products.

You will collaborate with product and engineering to automate accounting processes, define AI‑enabled controls, and ensure entries reflect in ERP systems such as NetSuite, Zoho Books, QuickBooks, or Xero.

Qualifications

• End-to-end understanding of revenue/contract-to-cash and related processes.
• Experience with SaaS finance and revenue operations.
• Ability to map automated workflows and maintain controls.

Responsibilities

• Lead customer onboarding and run training sessions on Revzio’s products.
• Gather feedback and suggest product enhancements to drive adoption.
• Collaborate with product/engineering to automate accounting workflows and ERP reflections.
• Define control points, approvals, and exception handling for automation.

Skills

Revenue recognition

Accounts receivable (AR)

Bank reconciliation

Month-end close

Accounting controls

ERP integrations

Automation mindset

SaaS finance

Education

CA / CMA / MBA Finance / equivalent

Tools

NetSuite

Zoho Books

QuickBooks

Xero

ERP integrations / APIs

Job description

Company Description

Revzio.ai is building AI-native accounting and finance automation solutions that can understand financial workflows, execute accounting tasks autonomously, and post the final outcomes directly into ERPs.

Role Description

We are looking for a finance professional who combines strong hands‑on accounting/process knowledge with a product and automation mindset. The Finance Lead - Customer Success is a full-time hybrid role based in Bengaluru, with flexibility for some work from home. Day-to-day tasks include understanding client workflows and financial processes, and translating those needs into effective use of Revzio’s products. The Finance Lead will collaborate with product and engineering teams to improve workflows and financial accuracy. This role also involves leading customer onboarding, conducting training sessions, gathering feedback, and recommending product enhancements that drive adoption and long‑term value.

The candidate will work closely with our product, engineering and AI teams to define:

• How accounting workflows should be automated
• What decisions an AI agent can take autonomously
• What controls and validations should exist
• What exceptions should be escalated to finance teams
• What accounting entries/actions should ultimately reflect in the ERP

Experience: Ideally 4-6 years, depending on depth of experience

Qualifications

The candidate should have strong end‑to‑end understanding of:

• Revenue / Contract-to-Cash processes – contract review, invoicing, revenue recognition, AR, collections, credit notes, reconciliations and revenue close.
• Payments and reconciliation – payment processing, bank reconciliation, customer/vendor reconciliation, cash application and exception handling.
• Month-end close – journal entries, accruals, prepaid expenses, reconciliations, close checklists, variance analysis and financial reporting.
• Accounting controls and workflows – approvals, maker-checker processes, audit trails, exception management and accounting policies.
• ERP experience: Good working knowledge of one or more of the following would be important: NetSuite, Zoho Books, QuickBooks, Xero
• Exposure to ERP integrations, APIs, accounting automation or finance transformation projects would be a strong advantage.

We would especially like to speak with candidates from:

• Finance transformation / controllership teams
• SaaS finance or revenue operations
• Accounting automation / ERP implementation
• Big 4 finance transformation / consulting
• High‑growth startups where they have managed finance processes hands‑on
• CA / CMA / MBA Finance / equivalent qualification preferred, but practical process knowledge and an automation mindset are more important than the qualification itself.