Customer Success Manager

Vic.ai Inc.

Job Overview

Location

Remote

Job Type

Full-time

Full Job Description

📋 Description

• We’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 manage accounts, lead onboarding, troubleshoot issues, and collaborate closely with Product and Engineering to continuously improve the customer journey.
• Drive product adoption and measurable outcomes through onboarding, training, and best practices.
• Serve as a trusted advisor to finance leaders and day-to-day users.
• Manage a portfolio of accounts and build strong, long-term relationships.
• Lead check-ins, business reviews, and strategic conversations.
• Identify churn risks early and proactively improve retention.
• Troubleshoot product, workflow, and data issues and coordinate resolutions.
• Respond to customer inquiries via Intercom and other channels.
• Advocate for customers internally and influence product improvements.
• Partner cross-functionally with Product, Engineering, and Implementation teams to solve complex customer challenges.
• Continuously refine onboarding and customer journey processes as we scale.

🎯 Requirements

• Bachelor’s degree or equivalent experience.
• 2+ years in Customer Success, Account Management, Consulting, or other customer-facing roles.
• SaaS experience required; fintech, accounting, or Office of the CFO experience strongly preferred.
• Experience onboarding or implementing software solutions.

🏖️ Benefits

• Competitive salary + equity.
• 401(k) with match.
• Health, dental, and vision (100% covered plans available for employees and families).
• Monthly wellness stipend.
• Generous parental leave.
• Remote-first flexibility + home office stipend.
• Team events, retreats, and great swag.
• Generous PTO and a travel-friendly culture.
• A collaborative, mission-driven team building category-defining AI.

Skills & Technologies

Remote

Degree Required

Ready to Apply?

Apply Externally

You will be redirected to an external site to apply.

AI Job Fit Analysis

Pro

See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.

Vic.ai Inc.

Visit Website

About Vic.ai Inc.

Vic.ai Inc. provides an autonomous accounting platform that uses artificial intelligence to process invoices, manage spend, and automate accounts payable workflows for mid-market and enterprise finance teams. The cloud-based software ingests invoices via email, scans, or API, then applies machine-learning models trained on millions of documents to code line items, route approvals, and flag anomalies, reducing manual data entry and accelerating month-end close. Integrations with ERPs like NetSuite, Sage Intacct, and Microsoft Dynamics enable real-time sync of payments and accruals. Founded in 2017, the company is headquartered in New York City and serves global customers across industries.

View Company Profile

Get more remote jobs like this

Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.

Weekly remote jobs and featured talent.

No spam. Only curated remote roles and product updates. You can unsubscribe anytime.