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” isn’t 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.