Customer-facing role owning post-sale success for AI agent deployments in accounting firms. Leads engagements, translates business needs into agent workflows, and feeds product insights to engineering. Requires 4+ years in enterprise SaaS customer success/implementation.
100k – 250k/yr
On-site4+ YOECustomer Success
About the role
Responsibilities
Own post-sale success for accounts from kickoff to adoption and expansion.
Lead customer engagements, run workshops and training sessions.
Translate business goals into intelligent agent workflows for accounting.
Provide constant feedback to Engineering team on product improvements.
Requirements
4+ years at fast-paced Enterprise SaaS or fintech startup, or deploying complex SaaS solutions, working closely with customers on onboarding, implementation, and training.
Extensive experience managing enterprise relations, ideally with large accounting firms.
Process-oriented: Skilled at breaking down complex problems into clear, repeatable steps and managing execution.
Strong communicator: Clear at explaining concepts, comfortable with senior and junior stakeholders.
First principles reasoner: Question assumptions, apply lessons to new situations.
Company-builder: Excited to lay technical and cultural groundwork as company scales.
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