AI Accountant (AiA) is building an AI-native platform transforming accounting and bookkeeping workflows. We simplify compliance, automate financial operations, and help businesses operate with clarity and confidence.
Backed by global investors like Y Combinator, we are scaling fast and building a team that combines speed, ownership, and sharp execution.
We're not building a feature company. We're building a category.

We’re looking for a Customer Success Lead to build and scale our Customer Success function as we grow our B2B SaaS business.
You will also build the CS team, establish processes and playbooks, and work closely with Product and Sales to improve the overall customer experience.
6–10 years of experience in B2B SaaS Customer Success , with at least 2 years of team leadership experience.
Strong experience in SaaS onboarding, implementation and integrations — beyond relationship management.
Experience building CS processes, playbooks, health scores and customer lifecycle frameworks.
Hands-on experience with CS/CRM tools such as HubSpot, Freshdesk, Gainsight or similar platforms .
Experience working with finance, accounting or business users is a strong plus.
Strong commercial mindset with an understanding of renewals, expansion and customer value .
Excellent stakeholder management and communication skills.
Willing to remain hands-on with key accounts, escalations and strategic customers.

Hire, coach and develop the Customer Success team.
Set transparent goals,



review performance and build a high-performing CS culture.
Plan team capacity based on customer and account load.
Conduct regular account reviews and identify risks and opportunities.
Improve time-to-first-value and time-to-first Tally sync.
Drive activation of new accounts within defined timelines.
Build proactive processes to identify and address churn risks.
Personally handle critical accounts and escalations when required.
Partner with Sales to identify expansion opportunities within existing accounts.
Build a structured approach to account growth and expansion.
Customer onboarding, Health scoring, Churn-risk identification, Escalation management, Renewals, QBRs
Use CS/CRM tools to create visibility across the customer lifecycle.
Build scalable, tech-enabled journeys for self-serve and trial customers.
Help prioritise customer-impacting improvements and define escalation SLAs.
E – Excel Relentlessly. We aim for accuracy, consistency, and excellence in every ledger.
· We take full responsibility—from data collection to final compliance.
Upskilling Policy: Access to courses, tools, and continuous learning.

- Hackathons, open demos, game nights, and more.
- Flexible Work-from-Home: Up to 12 WFH days every 6 months.
- Menstrual WFH: Women employees can avail up to 3 WFH days per month.
- Relocation support and travel allowances.
- Parental Support: Maternity, paternity, and adoption leave.

📌 Customer Success Manager - Team Lead (Bengaluru)
🏢 AI Accountant
📍 Bengaluru