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:

• 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

• 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.