USD per year
Customer Success Manager
Description
About Us
AI Accountant (AiA) is building anAI-native platform transforming accounting andbookkeepingworkflows. We simplify compliance, automate financial operations, and help businessesoperatewith clarity and confidence. Backed by global investors likeY Combinator, we are scaling fast and building a team that combines speed, ownership, and sharp execution. We9renot building a feature company.9We9rebuilding 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:
Seamlessly integrating the client9s Tally environment with the platform
2. Driving strong product adoption and consistent daily usage within finance teams
Requirements
- Prior experience of 3-5 years 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 TheAiAValues
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”9isnt9good enough at9AiA. 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 outcomesnot just tasks. When things go wrong, we fix. No blame, no excusesjust 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 nightsdesigned 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 monthno questions asked.
- Mobility Benefits: Relocation support and travel allowance for smooth onboarding.
- Parental Support: Maternity, paternity, and adoption leavebecause your family matters.
Fintech service catering to Indian businesses of all sizes. Focus on foreign remittance services for B2B payments. Offers prepaid card for corporate expense management with real-time tracking, automated reporting, and budget controls. Provides hassle-free digital sign-up, settlement to beneficiary accounts in 4-8 hours, reliable banking partnerships, and lowest transaction charges across India.
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