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.
Karbon Business is a fintech service catering to Indian businesses of all sizes. It focuses on providing foreign remittance services for B2B payments and prepaid cards for corporate expense management with real-time expense tracking, automated reporting, and budget controls.
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