Customer Success Manager (San Francisco)

What We Do

Rillet serves finance teams. Our customers are the financial brains of their companies. Our job is to help them run the numbers with impossible speed, accuracy, and insight.

Rillet is an AI-native ERP that can drive a zero-day close. We are different because of our unified source-of-truth data model, hundreds of best-in-class native integrations (Stripe, Ramp, Salesforce, etc), automated & auditable workflows, multi-entity consolidation, and quickly expanding army of specialized AI agents (e.g., accrual, audit, P&L flux, board decks, etc). These earn us a consistently perfect customer satisfaction score . High-growth AI customers like Decagon, Windsurf, and Postscript love our ship velocity, because their financial stack needs to scale as quickly as they do.

This huge market is ours to take. We have raised $100M from leading investors (including Sequoia, a16z, Iconiq, Oak HC/FT, and First Round) to help everyone run their numbers at the speed of AI.

Who We Are

Rillets pace is not for everyone. Intelligence is table stakes. To succeed here, you need extreme speed, agency, and flexibility.

Successful Rillets do not wait for assignments. They internalize a mission, design a strategy, and bring back results that are better, faster, and more creative than a manager could have asked for.

Work revolves around our customers. Successful Rillets are energized by delivering the most important thing, even if it wasnt part of the original plan.

Rillet is built for accountants, by accountants. Our product is best-in-class because we have been the customer. Successful Rillets channel both the precision of accounting with the energy of tech.

Who We Need:

At Rillet, were changing the way high-growth companies make financial decisions. Our goal is We are building an accounting & finance software that will be industry defining and we need someone with expertise in finance and accounting to help support the growing base of customers. Youll be working closely with the founders and customer team to support our existing customers and will have the unique opportunity to help define Rillets product. The role is remote first with opportunities to travel for team events.

What You'll Do:

• Serve as the primary point of contact for our customers, after their onboarding and once the initial implementation is finalized.

• Handle customer inquiries, troubleshoot issues, and ensure timely resolution, interacting with the Product and Engineering teams as needed

• Support our core customer base with their accounting and finance processes, and guide them on the usage of Rillet as the complexity of their business increase with their scale

• Own the process for maintaining relationships with our key customers, ensuring industry leading satisfaction rate and retention

• Create and own the process for tracking and prioritizing customers needs with the Product team

• Be the advocate for our customers. Understand and empathize with their needs and help them get the most of our Rillet through recommended best practices

What We're Looking For:

• 3+ years experience is a customer success in a B2B SaaS company.

• Experience at a top-tier accounting firm and/or startup in a finance/ accounting role.

• Experience building new processes from scratch.

• Worked in a client facing role and are uncompromisingly service-minded.

• Comfortable operating in a fast paced environment while keeping a high attention to detail.

• Excellent communication skills with internal cross-functional teams and customers

• Start up experience, a plus.

• CPA certified, a plus.

• Experience with ASC 606 & SaaS revenue recognition, a plus.

• Experience with ERP or other accounting software implementations, a plus.

Life at Rillet:

• Competitive Compensation: We're backed by some of the best investors and excited to offer competitive compensation packages, including equity.

• Benefits: Competitive healthcare and dental insurance options.

• Growth Opportunity: Were excited to build a team who strives for excellence with big ambitions who will grow in roles, responsibilities, and compensation as we do.

• Time to Decompress: Flexible PTO with 9 company-wide holidays.

• Remote Friendly: We have offices in San Francisco, New York, and Barcelona. With team members working remotely from all over the world.

• Team Building: In-person opportunities that are designed to help team members foster collaboration and build community; our team has had offsites in New York, San Francisco, Toronto, Italy, France, and other International Locations!