Customer Success Manager

Rillet; New York (NY); Remote; USD 80,000 - 120,000; Full time

Job summary

Rillet, a dynamic startup, seeks a Customer Success Manager to enhance customer experiences and drive satisfaction in our innovative finance and accounting platform. The ideal candidate has a strong background in B2B SaaS customer success, excellent communication skills, and the enthusiasm to thrive in a fast-paced, remote-first environment. Join us in defining the future of accounting technology.

Benefits

Medical, dental, and vision insurance

Remote-first culture

Paid time off

Professional development opportunities

Team offsites and gatherings

Equity ownership

Qualifications

• 3+ years experience in customer success in B2B SaaS.
• Experience at a top-tier accounting firm or in a finance/accounting role.
• Experience building new processes from scratch.

Responsibilities

• Serve as the primary contact for customers after onboarding.
• Handle inquiries, troubleshoot issues, and ensure resolutions.
• Maintain relationships with key customers ensuring satisfaction.

Skills

Customer success

Communication

Attention to detail

Service-minded

Education

CPA certification

Job description

At Rillet, we’re changing the way high-growth companies make financial decisions. Our goal is to make zero day close a reality. No more reporting 10 days after quarter end, report day ZERO. Rillet is a next-gen accounting platform purpose built to automate end-to-end accounting workflows. In practical terms, information from CRM, billing, AP, payroll, etc. is synced instantaneously with Rillet, and 93% of journal entries are booked without human intervention. CEO, CFO, and finance teams can finally focus on making impactful financial decisions, while leaving Rillet run the numbers.

Rillet’s an early stage startup with a big vision. We raised $38.5m from Sequoia, First Round Capital, Creandum and Susa Ventures. We're looking for people with passion and grit who strive for excellence.

We are building an accounting & finance software that will be industry defining and we need someone with expertise in finance and accounting to help support the growing base of customers. You’ll be working closely with the founders and customer team to support our existing customers and will have the unique opportunity to help define Rillet’s product. The role is remote first with opportunities to travel for team events.

Responsibilities:

• Serve as the primary point of contact for our customers, after their onboarding and once the initial implementation is finalized.
• Handle customer inquiries, troubleshoot issues, and ensure timely resolution, interacting with the Product and Engineering teams as needed
• Support our core customer base with their accounting and finance processes, and guide them on the usage of Rillet as the complexity of their business increase with their scale
• Own the process for maintaining relationships with our key customers, ensuring industry leading satisfaction rate and retention
• Create and own the process for tracking and prioritizing customers needs with the Product team
• Be the advocate for our customers. Understand and empathize with their needs and help them get the most of our Rillet through recommended best practices

Requirements:

• 3+ years experience is a customer success in a B2B SaaS company.
• Experience at a top-tier accounting firm and/or startup in a finance/ accounting role.
• Experience building new processes from scratch.
• Worked in a client facing role and are uncompromisingly service-minded.
• Comfortable operating in a fast paced environment while keeping a high attention to detail.
• Excellent communication skills with internal cross-functional teams and customers
• Start up experience, a plus.
• CPA certified, a plus.
• Experience with ASC 606 & SaaS revenue recognition, a plus.
• Experience with ERP or other accounting software implementations, a plus.

Employee Offerings & Benefits

Medical, dental, and vision insurance.

Remote-first culture built on trust, autonomy, and high performance.

Paid time off and opportunities for professional development.

Team offsites and gatherings in New York, San Francisco, and international locations.

Equity ownership in a fast-growing early-stage startup.