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Customer Success Manager

Rillet - New York, NY, United States - Hybrid - posted 2026-10-13

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Salary: USD 100,000 - 150,000 / annual

Rillet is an AI-native ERP platform built for modern finance and accounting teams. The company helps organizations automate critical financial processes—from closing books and revenue recognition to entity consolidation and investor reporting. With 600+ customers including Mercor, Scribe, and Function Health, plus partnerships with EY and KPMG, Rillet has raised over $200M and is valued at $1B, backed by Sequoia, a16z, ICONIQ, Bain Capital Ventures, and Oak HC/FT. As a Customer Success Manager, you will own long-term relationships with a portfolio of mid-market and enterprise customers, partnering directly with CFOs, Controllers, and finance leaders. Your responsibilities include: • Building deep, multi-threaded relationships across your customer base and running success plans, executive business reviews, and recurring strategic meetings. • Acting as a builder: identifying customer business and workflow challenges and turning them into automated solutions powered by Rillet's AI platform. You'll work cross-functionally to ship product improvements for your accounts quickly. • Bridging product capabilities with customer needs to ensure real-world solutions that drive adoption and measurable impact. • Leading customer trainings, advising on process optimization, identifying expansion opportunities, and owning renewal health. • Collaborating closely with Product, Engineering, and Implementation teams—bringing front-line customer feedback to founders in real time, triaging support issues, and ensuring smooth handoffs. • Developing deep expertise in Rillet's AI-native platform and staying current on new features and functionality. • Representing Rillet as the face of the company, bringing strong customer empathy and structured problem-solving to every interaction. Rillet operates with a hybrid schedule (Tuesdays and Thursdays in-office plus one flexible day), though remote US candidates are also considered. The company culture emphasizes extreme speed, agency, and flexibility—people who thrive here internalize the mission, design strategy independently, and deliver results faster and more creatively than expected. **Requirements:** • 3+ years of Customer Success experience, ideally managing mid-market and enterprise customer portfolios. • Proven track record of driving retention, adoption, and expansion across complex customer bases. • AI fluency: daily use of AI tools, understanding of capabilities and limitations, and ability to confidently explain AI-powered workflows to customers. • Comfort engaging with executive stakeholders and running strategic conversations (EBRs, success planning, escalations). • Technical mindset: comfortable configuring software, learning complex B2B SaaS products quickly, and translating customer requirements into workflows. • Bias to action, ownership mindset, and high attention to detail in a fast-moving environment. • Nice to have: experience at fintech, ERP, or finance software companies, or familiarity with finance and accounting workflows.

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