Customer Success Manager at Karbon Business

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

02 Jul, 26

Salary

0.0

Posted On

03 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer success, Client servicing, Account management, Finance operations, Accounting, Compliance, GST, Taxation, SaaS, Fintech, Stakeholder management, Process improvement, Documentation, Mentoring, Data analysis, Communication

Industry

Financial Services

Description

About Us AI Accountant (AiA) is building an AI-native platform transforming accounting & bookkeeping workflows. We operate at the intersection of finance, compliance, and technology—simplifying complex processes for modern businesses. Backed by global investors like Y Combinator, we are scaling rapidly and building a team that thrives on ownership, execution, and attention to detail. We are not optimizing old systems. We are rebuilding them. Our Mission & Vision Mission: Simplify and automate financial workflows using AI to help businesses operate with clarity and confidence. Vision: Become the most trusted AI-driven financial operating system for modern companies. Job Summary We are looking for a Customer Success Manager (4–6 years’ experience) who is execution-focused, detail-oriented, and operationally strong. This is not a surface-level relationship role. You will own customer outcomes end-to-end, ensuring accuracy, compliance, retention, and operational excellence across accounts. If you care about precision, structured execution, and measurable impact, this role will suit you. Where You Can Create Impact Own the complete customer lifecycle for assigned accounts Ensure timely and accurate delivery of accounting and compliance services Maintain strong documentation, tracking systems, and structured follow-ups Drive customer retention through proactive engagement and problem-solving Coordinate cross-functionally with finance, product, and operations teams Identify process gaps and improve internal execution systems Mentor junior team members and guide interns when required Escalate risks early and manage stakeholder expectations effectively Must Have 4–6 years’ experience in Customer Success / Client Servicing / Account Management / Finance Operations Strong execution mindset with high ownership Excellent attention to detail Structured communication skills Ability to manage multiple accounts simultaneously Comfort working in a fast-paced, high-accountability environment Educational Preference: B.Com / M.Com / CA preferred Good to Have Startup exposure (understanding of pace and ambiguity) Team leading or mentoring experience Exposure to accounting, GST, compliance, or taxation Experience working with SaaS or fintech products Our Way of Life — The AiA Values C – Collaborate to Win We win together, not alone. We listen, challenge with care, and move as one team. Speed and success come from trust and cross-functional teamwork. E – Elevate the Bar “Good enough” isn’t good enough at AiA. We push for world-class in everything we do. We learn fast, aim high, and turn feedback into fuel. O – Own It End-to-End We think like founders. We take full responsibility for outcomes—not just tasks. When things go wrong, we fix. No blame, no excuses—just impact. Perks & Benefits • Upskilling Policy Get access to courses, tools, and resources to keep learning and growing. • Team Outings Offsites and outings to celebrate milestones and build deeper bonds. • Engagement Initiatives Hackathons, open demos, and game nights—designed to spark creativity and fun. • Flexible Work-from-Home While we follow a 5-day in-office setup, we know the value of occasional flexibility. Our WFH policy lets you go remote for up to 12 days every 6 months—because we get that a change of scene helps you do your best work. • Menstrual WFH Women employees can avail up to 3 WFH days per month—no questions asked. • Mobility Benefits Relocation support and travel allowance for smooth onboarding. • Parental Support Maternity, paternity, and adoption leave—because your family matters.

Responsibilities

You will own the complete customer lifecycle for assigned accounts, ensuring accurate delivery of accounting and compliance services. Additionally, you will drive retention through proactive engagement and identify process gaps to improve internal execution systems.