Customer Success Manager

About Us 

AI Accountant (AiA) is building an AI-native platform transforming accounting and bookkeeping workflows. We simplify compliance, automate financial operations, and help businesses operate with clarity and confidence. 

Backed by global investors like Y Combinator, we are scaling fast and building a team that combines speed, ownership, and sharp execution. 

We’re not building a feature company. We’re building a category. 

Our Mission & Vision 

Mission: Simplify and automate financial workflows using AI to empower modern businesses. 

Vision: Become the most trusted AI-driven financial operating system globally. 

Job Summary:

We are looking for a proactive and customer-focused Customer Success Associate to join our team and help finance teams successfully adopt and integrate our AI-powered accounting platform.

This is an individual contributor role focused on two key outcomes:

1. Seamlessly integrating the client’s Tally environment with the platform
2. Driving strong product adoption and consistent daily usage within finance teams

Requirements

• Prior experience of 3-5years in Customer Support, Customer Success, or client-facing roles
• Strong communication, stakeholder management, and relationship-building skills
• Practical accounting knowledge including: Tally, Ledgers, Accounts Receivable (AR), Accounts Payable (AP), Reconciliation basics
• Hands-on experience with Tally ERP or Tally Prime
• Strong ownership mindset with high attention to detail
• Curiosity to understand accounting operations and customer workflows
• Bias for action and willingness to learn quickly

Roles and Responsibilities:

• Own end-to-end onboarding, integration, and activation of customer Tally environments with the platform
• Drive product adoption by enabling finance teams to effectively use the platform in their daily workflows
• Build strong customer relationships and serve as a trusted point of contact for product, integration, and accounting-related queries
• Collaborate cross-functionally with product, engineering, and support teams to improve customer experience and resolve issues efficiently
• Conduct onboarding sessions, monitor customer engagement and health, and proactively drive retention and long-term success

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 allow up to 12 days of remote work every 6 months. 

• 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.