Customer Success Manager
Worth AI · Fintech & payments
Remote (US); offices in Orlando, FL
CSMStartup
Still open · posted 21 days ago
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Customer Success Manager, Finance & Accounting
Rillet · Fintech & payments
Hybrid, 3 days/week in office: New York City or San Francisco; must live Near NYC or SF offices preferred; open to remote anywhere in the US
Customer success$100k–$150k base
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At a glance
What you'd actually do: Own a portfolio of mid-market and enterprise finance-team customers, run success plans and business reviews, and drive AI adoption, renewals and expansion.
Pay
$100k–$150k base
$100-150k base (Zone A) plus equity
Where you work
Hybrid, 3 days/week in office: New York City or San Francisco; must live Near NYC or SF offices preferred; open to remote anywhere in the US
Selling to
mid-market finance teams
How you'd sell
Mostly outbound (cold calls, emails)
Experience asked
3+ years
Your game plan for this job
0 of 5 doneMost people just hit Apply. Do these first and you show up with someone on the inside.
- 1Pick 2–3 people at RilletWe found 18 current reps: 3 SDRs, 9 AEs. SDRs reply the most; they were in your shoes recently. See them ↓
- 2Send a short, curious noteAsk about their experience, not for a referral. We write it for you, with the role and what Rillet sells.
- 3Have a 15-minute chatGood questions for this role:
- What does a normal day look like for you?
- How did you land the job? What stood out in your interviews?
- The role is mostly outbound. How much is calling vs. email vs. LinkedIn?
- How is the team doing on quota? What separates the people who hit it?
- 4Apply, ideally with a referralIf the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
- 5Prep for the role playSDR interviews almost always end in a mock cold call. Practice with the Rillet cheat sheet and the role-play guide.
Talk to someone at Rillet before you apply
A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.
Full job description
What We Do
Rillet serves accounting and finance teams, the financial brains of their companies. Our job is to help them run the numbers with impossible speed, accuracy, and insight.
Rillet is the Agentic ERP built for modern finance teams. We help companies automate the most critical parts of finance, from closing the books and recognizing revenue to consolidating entities and reporting to investors. More than 600 companies run on Rillet, including Mercor, Scribe, and Function Health, and we partner with leading accounting firms including EY and KPMG.
We’re building in one of the largest software markets in the world, with the momentum to match. Rillet has raised more than $200M, is valued at $1B, and is backed by Sequoia, a16z, ICONIQ, Bain Capital Ventures, Oak HC/FT, and other leading investors. We’re using that backing to build the financial infrastructure for the next generation of companies and help every business run its numbers at the speed of AI.
Who We Are
Rillet’s pace is not for everyone. Intelligence is table stakes. To succeed here, you need extreme speed, agency, and flexibility.
The people who thrive at Rillet do not wait for assignments. They internalize the mission, design a strategy, and bring back results that are better, faster, and more creative than a manager could have asked for.
Our work revolves around our customers. The people who succeed here are energized by delivering what matters most, even when it was not part of the original plan.
Rillet is built on deep accounting expertise, and it takes people from many disciplines to build a category-defining company. You do not need to be an accountant to thrive here. You do need to care deeply about the problems we solve and the impact our customers can create. Together, we combine the precision of accounting with the speed, creativity, and ambition of AI-native software to power the financial core of the world’s fastest-growing companies while redefining what finance teams should expect from their software.
Who We Need
We’re looking for Customer Success Managers from AI companies who know what it takes to get customers to trust and depend on AI. You’ve managed a mid-market and enterprise book, helped customers adopt entirely new ways of working, and moved them from pilot to production. At Rillet, you’ll join a growing Customer Success team supporting hundreds of finance teams. You’ll partner with CFOs, Controllers, and their accounting teams to help them get the full value of an AI-native ERP: automating the close, putting AI agents to work on revenue recognition and reporting, and finding new ways for their teams to work faster and smarter. You don’t need an accounting background; you need to know how to drive AI adoption with demanding executive buyers and turn a powerful platform into measurable results for your customers.
We're primarily looking for teammates who are based near our New York City or San Francisco offices, or open to relocating. For this role, we're also open to remote candidates based anywhere in the United States. Our hybrid schedule brings office-based team members together in person on Tuesdays and Thursdays, plus one additional flexible day each week. Some roles may spend more time in the office depending on the needs of the team.
