Customer Success Manager

About the role

Enterprise accounting firms execute long-horizon workflows managed by this role. The position shapes customer success playbooks with the Customer Success Lead. The role operates as a mission-critical function within one of the fastest-growing AI companies.

Finance teams manage money, forecasts, and reporting. Analysts build models and explain variance. Controllers run accounting and compliance. FP&A professionals support decisions with budgets and forecasts. The work is precise, deadline driven, and tied to business results. Finance teams follow tight calendars, with monthly closes and annual planning cycles. Accuracy and auditability are expected on every deliverable.

Key facts

What you'll do

Account portfolios are steered to achieve adoption, expansion, and renewal for enterprise accounting firms. Customer health metrics and handoff playbooks are defined through your input into the CS operating model.

End-to-end customer relationships are managed from onboarding through renewal to ensure long-term value for enterprise accounts. Outcomes for deployed AI products are tracked and optimized alongside the Deployed Intelligence team.

Revenue outcomes and account plans are developed to identify usage patterns and growth levers.

Requirements

Enterprise customer relationships are owned in a Customer Success or account management role, with complex, multi-stakeholder accounting environments handled through proven adoption and retention. Direct ownership of renewal and expansion numbers is held for a portfolio of six- and seven-figure enterprise accounts, supported by structured renewals and growth plans.

An office setting is preferred with full-time in-office presence in New York City, where daily collaboration happens through in-person interaction rather than digital messages. US work authorization is required for this position. A degree is not required for this role.

Nice to have

A background at a vertical SaaS or professional services platform is present for some in this role. Experience selling into or supporting accounting, audit, or finance firms is held by certain team members. Experience deploying AI products into regulated industries is a bonus for selected candidates. Applied ML is deployed at production scale for end-to-end accounting workflows.

Skills & tools

SQL, Python, and CRM platforms are used to track account health and pipeline across the enterprise portfolio. Basis AI agents perform end-to-end work for large accounting firms in production environments.

Practical notes

The role is based in the New York Office and requires full-time in-office work. Team collaboration occurs through daily interactions and structured QBRs with enterprise accounts. Typical interview steps

Finance interviews usually include technical questions on accounting or modeling, a case study, and behavioral rounds. Candidates may be asked to build a forecast or explain a variance. Spreadsheet skills are tested in most loops. Accuracy and clear explanations matter. Interviewers may give a real dataset and ask for a quick analysis. Showing your work and explaining assumptions matters as much as the final number.

Good to know

AI agents automate long-horizon tasks across finance and accounting in production settings. Production-grade deployment focuses on regulated industries and complex enterprise environments for high-stakes outcomes. Cross-functional collaboration shapes product and customer outcomes through ongoing feedback and playbook refinement.

Questions to ask

Useful questions for the interview: what a typical week looks like, how work is assigned, what tools the team uses, and how feedback works. Asking how the role has changed recently and what the team wishes it had known when joining is also reasonable. Questions about the manager's priorities are especially valued.

Career growth

Finance careers move from analyst to senior analyst, manager, and controller or FP&A director levels. Some people earn certifications such as CPA or CFA. Cross-functional work with operations and leadership grows with seniority. Finance careers reward precision early and business partnership later. Learning the operations of the company beyond the numbers accelerates growth.