AI-Driven Customer Success Manager, Finance

present of AI; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Rillet is seeking a Customer Success Manager for Finance & Accounting in New York. You will manage relationships with mid-market and enterprise customers after go-live, collaborating with CFOs and finance leaders to optimize automated workflows powered by AI.

You will help customers adopt our AI-driven accounting platform, configure workflows, and translate requests into working setups, not just pass along tickets.

Qualifications

• Minimum of three years in customer success.
• Proven track record of retaining and expanding accounts.
• Comfort leading executive reviews and handling customer escalations.
• Ability to learn complex software quickly and translate requests into working setups.

Responsibilities

• Own the ongoing relationship with mid-market and enterprise customers after go-live.
• Collaborate with CFOs, controllers and finance leaders to optimize workflows.
• Help finance teams adopt automated workflows and build trust in AI-powered capabilities.
• Configure software for customers and translate requests into tangible configurations.

Skills

Relationship management

Account expansion

Executive reviews

Escalation handling

Learning new software quickly

Tools

AI-driven platform

Job description

Rillet is seeking a Customer Success Manager for Finance & Accounting in New York. You will manage relationships with mid-market and enterprise customers after go-live, collaborating with CFOs and finance leaders to optimize automated workflows powered by AI.

You will help customers adopt our AI-driven accounting platform, configure workflows, and translate requests into working setups, not just pass along tickets.