Customer Success Manager

About Us
AI Accountant (AiA) is building an AI-native platform transforming accounting & bookkeeping workflows. We operate at the intersection of finance, compliance, and technology—simplifying complex processes for modern businesses.
Backed by global investors like Y Combinator, we are scaling rapidly and building a team that thrives on ownership, execution, and attention to detail.
We are not optimizing old systems. We are rebuilding them.
Our Mission & Vision
Mission: Simplify and automate financial workflows using AI to help businesses operate with clarity and confidence.
Vision: Become the most trusted AI-driven financial operating system for modern companies.
Job Summary
We are looking for a Customer Success Manager (4-6 years experience) who is execution-focused, detail-oriented, and operationally strong.
This is not a surface-level relationship role. You will own customer outcomes end-to-end, ensuring accuracy, compliance, retention, and operational excellence across accounts.
If you care about precision, structured execution, and measurable impact, this role will suit you.
Where You Can Create Impact

• Own the complete customer lifecycle for assigned accounts
• Ensure timely and accurate delivery of accounting and compliance services
• Maintain strong documentation, tracking systems, and structured follow-ups
• Drive customer retention through proactive engagement and problem-solving
• Coordinate cross-functionally with finance, product, and operations teams
• Identify process gaps and improve internal execution systems
• Mentor junior team members and guide interns when required
• Escalate risks early and manage stakeholder expectations effectively
  

Requirements
Must Have

• 4-6 years experience in Customer Success / Client Servicing / Account Management / Finance Operations
• Strong execution mindset with high ownership
• Excellent attention to detail
• Structured communication skills
• Ability to manage multiple accounts simultaneously
• Comfort working in a fast-paced, high-accountability environment
  

Educational Preference:
B.Com / M.Com / CA preferred
Good to Have

• Startup exposure (understanding of pace and ambiguity)
• Team leading or mentoring experience
• Exposure to accounting, GST, compliance, or taxation
• Experience working with SaaS or fintech products
  

Benefits
Our Way of Life — The AiA Values
C - Collaborate to Win
We win together, not alone. We listen, challenge with care, and move as one team. Speed and success come from trust and cross-functional teamwork.
E - Elevate the Bar
Good enough isnt good enough at AiA. We push for world-class in everything we do. We learn fast, aim high, and turn feedback into fuel.
O - Own It End-to-End
We think like founders. We take full responsibility for outcomes—not just tasks. When things go wrong, we fix. No blame, no excuses—just impact.
Perks & Benefits

• Upskilling Policy
  

Get access to courses, tools, and resources to keep learning and growing.

• Team Outings
  

Offsites and outings to celebrate milestones and build deeper bonds.

• Engagement Initiatives
  

Hackathons, open demos, and game nights—designed to spark creativity and fun.

• Flexible Work-from-Home
  

While we follow a 5-day in-office setup, we know the value of occasional flexibility. Our WFH policy lets you go remote for up to 12 days every 6 months—because we get that a change of scene helps you do your best work.

• Menstrual WFH
  

Women employees can avail up to 3 WFH days per month—no questions asked.

• Mobility Benefits
  

Relocation support and travel allowance for smooth onboarding.

• Parental Support
  

Maternity, paternity, and adoption leave—because your family matters.