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Build the future of finance with AIAt Vic.ai, we’re transforming how finance teams work—building autonomous accounting with cutting-edge AI. Our platform processes hundreds of millions of invoices with industry-leading accuracy, helping customers save millions of hours and significant cost. Backed by world-class investors and trusted by modern finance teams across the U.S. and Europe, we’re scaling quickly.If you’re excited about AI, love working directly with customers, and want your work to genuinely change how businesses operate, you’ll feel right at home here.The RoleWe’re looking for a Customer Success Manager who thrives at the intersection of relationships, problem-solving, and technology. This isn’t a traditional account management role. You’ll act as both a strategic advisor and product expert, helping finance teams adopt AI, optimize workflows, and unlock measurable efficiency gains. You’ll guide customers from onboarding through long-term success by translating technical capabilities into real business outcomes.You’ll manage accounts, lead onboarding, troubleshoot issues, and collaborate closely with Product and Engineering to continuously improve the customer journey.What You’ll DoDrive product adoption and measurable outcomes through onboarding, training, and best practicesServe as a trusted advisor to finance leaders and day-to-day usersManage a portfolio of accounts and build strong, long-term relationshipsLead check-ins, business reviews, and strategic conversationsIdentify churn risks early and proactively improve retentionTroubleshoot product, workflow, and data issues and coordinate resolutionsRespond to customer inquiries via Intercom and other channelsAdvocate for customers internally and influence product improvementsPartner cross-functionally with Product, Engineering, and Implementation teams to solve complex customer challengesContinuously refine onboarding and customer journey processes as we scaleWhat You’ll BringExperienceBachelor’s degree or equivalent experience2+ years in Customer Success, Account Management, Consulting, or other customer-facing rolesSaaS experience required; fintech, accounting, or Office of the CFO experience strongly preferredExperience onboarding or implementing software solutionsTechnical & Product FluencyComfortable learning and explaining technical products, workflows, and integrationsAbility to understand how AI/automation systems work and translate capabilities into business valueExperience working with APIs, integrations, or ERP/accounting systems (NetSuite, Coupa, etc.) is a plusAble to partner effectively with Engineering/Product and communicate technical issues clearlyData-savvy and comfortable using metrics, dashboards, and reporting to guide decisionsSkillsExcellent relationship-building and communication skillsStrong problem-solver who stays calm and proactive under pressureComfortable leading client meetings, trainings, and executive conversationsOrganized, detail-oriented, and able to manage multiple accounts simultaneouslyFamiliarity with tools like Gainsight, HubSpot, Jira, Intercom, and G-Suite preferredWhy Vic.ai?Because this is where you get to work on real AI solving real problems at real scale. We move fast, take ownership, and genuinely care about each other. Our culture is people-first, low-ego, and high-impact.What you’ll getCompetitive salary + equity401(k) with matchHealth, dental, and vision (100% covered plans available for employees and families)Monthly wellness stipendGenerous parental leaveRemote-first flexibility + home office stipendTeam events, retreats, and great swagGenerous PTO and a travel-friendly cultureA collaborative, mission-driven team building category-defining AIWho we areVic.ai has been pioneering the use of AI to digitally transform accounting and finance processes to improve productivity, decision-making, and ROI for more than eight years. Vic.ai addresses invoice processing—the most manual and inefficient task in accounting—to improve speed and scalability, enabling customers to reinvent their accounts payable operations and improve financial management. By processing over half a billion invoices with up to 99% accuracy, Vic.ai has helped 10,000+ customers achieve nearly $188 million in cost savings and 6 million hours in time savings.We’re a Series C-funded company with renowned investors and partners: Costanoa Ventures, Cowboy Ventures, Notable, and ICONIQ Capital.We invite you to check out our blog posts over the past year via the link on the job page.LocationWe hire East Coast–based candidates. Cary, NC area → hybrid (2–3 days/week in office). Outside Cary → remote with quarterly travel for collaboration.
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