Customer Success Lead (Audit)

uiAgent; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Substantial equity

Competitive salary

Cash Bonus

Healthcare benefits

Dental and vision benefits

Commuter benefits

Office with skyline view

Job summary

A pre-Series A startup in New York seeks a dedicated customer relationship manager to transform customer feedback into actionable insights and ensure ongoing success for accounting firms. The ideal candidate has a strong accounting background, enjoys helping others, and is technology-savvy. Responsibilities include managing post-sale relationships, creating documentation, and identifying upsell opportunities. The role offers substantial equity, a competitive salary of $90k - $140k, and an amazing office view, with no remote work allowed.

Qualifications

• Background in accounting, audit, or finance.
• Comfortable with technology and new software.
• Clear and warm communication over all mediums.

Responsibilities

• Own the post-sale relationship with customers.
• Translate customer feedback into product insights.
• Help customers derive value from AI tools.

Skills

Customer relationship management

Accounting knowledge

Technology proficiency

Communication skills

Organization

Tools

QuickBooks

Sage

NetSuite

Job description

We are a pre-Series A startup building AI Agents for CPAs/Accounting teams. We have significant traction, revenue, and huge upside potential.

Looking to hire only the best of the best. You need to be disciplined, hard-working, and willing to sacrifice weekends for our bigger vision: disrupting an entire industry while helping many people along the way. Over the past 18 months building this product, we've become friends who enjoy each other's company, share dark humor, and find disruptive solutions to interesting challenges.

We're looking for someone to own the customer relationship from onboarding through ongoing success. This isn't a "send NPS surveys and hope for the best" role — you'll be the bridge between our customers (accounting firms, controllers, CFOs) and our product team.

What you'll do:

• Own the post-sale relationship with our customers — onboarding, training, check-ins, renewals
• Become the person our customers trust to solve their problems, whether that’s a product question, a workflow issue, or a feature request
• Translate customer feedback into actionable product insights — you’ll sit between accounting professionals and our engineering team
• Help customers get real value from Ava (our AI agent) — this means understanding their accounting workflows deeply enough to suggest how our AI can help
• Build playbooks, documentation, and training materials as we scale
• Identify upsell and expansion opportunities (you’ll know when a customer is ready for more)

Who you are:

• You genuinely like helping people — not in a corporate way, in a real way. You’re the person friends call when they need something figured out.
• You have a background in accounting, audit, or finance (CPA, audit associate, bookkeeper, tax preparer — any of it counts). You know what a month-end close feels like, what reconciliation means, why audit trails matter.
• You’re comfortable with technology — you don’t need to code, but you should be the type who figures out new software quickly and enjoys it. If you’ve used tools like QuickBooks, Sage, NetSuite, or any ERP, that’s a plus.
• You communicate clearly and warmly — over email, on calls, in person. No jargon, no fluff.
• You’re organized and can manage multiple customer relationships without dropping balls.

You're in NYC or willing to be. This role is on-site.

Nice to have:

• Experience at an accounting firm (Big 4, mid-market, or small firm — all valuable)
• Familiarity with AI tools or a genuine curiosity about how AI is changing accounting
• Startup experience — you’re comfortable with ambiguity and building things from scratch
• CPA or EA certification

We offer you:

• Substantial equity
• Flat organizational structure
• Competitive salary (90k - 140k)
• Cash Bonus
• Healthcare, dental, vision, commuter benefits, and more!
• Amazing office in Manhattan with a skyline view

Your day to day at uiAgent:

• We work startup hours
• You’ll get a lot of responsibility from day one.
• We don’t allow remote work at all.
• We are very social with each other, going to dinners together, making a lot of jokes, and trying to enjoy each other's company.
• Dark humor is welcomed.

Looking forward to building this world-class company together.