Customer Success Manager, Finance & Accounting

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

Customer Success Manager, Finance & Accounting

This role owns the ongoing relationship with mid-market and enterprise customers after they are live, working closely with CFOs, Controllers, and other finance leaders. It asks for at least three years in customer success, a record of keeping and growing accounts, and comfort running executive reviews and handling escalations. A strong candidate also learns complex software quickly and turns customer requests into working setups rather than just passing along tickets.

How it fits the AI era

AI is part of the product and part of the daily work here, so the role centers on helping finance teams adopt automated workflows and trust what they can and cannot do. Routine tasks like configuring workflows and answering how-to questions get faster with AI tools. Building trust with senior finance leaders, judging what a customer really needs, and guiding teams through changes to how they close their books stay human.

How it builds AI experience

Someone in this role would work hands-on with an AI-driven accounting platform and see how finance teams use automation for month-end close, revenue recognition, and reporting. Shipping product improvements for customer accounts quickly builds practical skill in shaping AI workflows around real needs. Anyone preparing can try everyday AI tools for their own work and learn the basics of accounting processes such as the close.

Worth showing

• Managing mid-market and enterprise accounts
• Retention and expansion results
• Running executive business reviews
• Daily use of AI tools
• Configuring software for customers

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About Rillet

An AI-native ERP and general ledger that automates bookkeeping and month-end close, built to replace NetSuite for fast-growing companies.