Customer Success Manager

Customer Success Manager, Accounting & Tax Automation

Compensation: Competitive salary + meaningful equity

Reven AI

Remote

About the Role

We’re building the next generation of AI-powered accounting and sales tax automation for e-commerce and SaaS businesses.

Finance and compliance are still full of manual work, fragmented tools, and constant risk. Companies grow fast, sell across more states and markets, and suddenly they are dealing with nexus exposure, filings, reconciliations, and month-end chaos with no clear system holding it all together.

Reven AI changes that.

Our platform helps companies automate the finance and tax work that usually slows them down, from tracking exposure and managing compliance to integrating with the systems they already use and giving them real-time visibility into their business.

This is not a role where you just answer support tickets or follow a rigid playbook. You’ll work closely with customers, product, sales, and operations to make sure companies understand the value of Reven, get onboarded successfully, and continue expanding their use of the platform.

You’ll be the bridge between the customer’s problems and the product we’re building.

What You’ll Do

• Own customer relationships from onboarding through adoption, retention, and expansion

• Help e-commerce and SaaS companies understand their finance, accounting, and sales tax workflows inside Reven AI

• Guide customers through onboarding, platform setup, integrations, and workflow adoption

• Work closely with founders, operators, finance teams, and accounting stakeholders to identify pain points and help them get value quickly

• Translate customer feedback into clear product insights for the engineering, product, and leadership teams

• Build scalable customer success processes, playbooks, onboarding materials, and support workflows

• Identify risks early, solve issues proactively, and help improve customer retention

• Support customers using integrations with platforms like Shopify, Stripe, QuickBooks, NetSuite, and other finance tools

• Help internal teams understand where customers are getting stuck and what needs to improve

• Collaborate with sales to support expansion opportunities, renewals, and long-term account growth

Why This Seat

• Your work will directly shape how customers experience Reven AI

• You’ll be working in a space where the pain is real, urgent, and expensive for customers

• Customer Success here is not reactive support — it is a core part of product, retention, and growth

• You’ll have direct access to product and leadership, and your feedback will influence what gets built

• You’ll see the impact of your work quickly through customer adoption, renewals, and product improvements

• This is a chance to build the customer success function in a high-value category from an early stage

You’ll Thrive Here If You

• Have 2–5 years of experience in customer success, account management, implementation, onboarding, or a similar customer-facing role

• Are comfortable working with e-commerce, SaaS, fintech, accounting, or workflow automation customers

• Can understand complex workflows and explain them in a simple, practical way

• Are organized, proactive, and good at managing multiple customer relationships at once

• Care about customer outcomes, not just activity metrics

• Like solving messy, real-world business problems with software

• Are comfortable working in a fast-moving environment with ownership and ambiguity

• Can communicate clearly with both technical and non-technical stakeholders

• Are energized by helping customers succeed while also helping the company learn and improve

• Have strong written and verbal communication skills

Nice-to-Haves

• Experience at a startup or early-stage venture-backed company

• Familiarity with accounting, sales tax, fintech, compliance, or finance operations

• Experience working with Shopify, Stripe, QuickBooks, NetSuite, or similar tools

• Experience building onboarding processes, help docs, customer playbooks, or internal support systems

• Experience supporting B2B SaaS customers

• Interest in e-commerce, SaaS finance, accounting automation, or compliance infrastructure

What We Offer

• Competitive base salary + meaningful equity

• Direct influence on customer experience, retention, and product direction

• A fast-moving team with high ownership and low ego

• The chance to work on important infrastructure for modern businesses

• A seat at the table while building the customer success function from the ground up

• The opportunity to work closely with customers solving painful, high-value problems

Must-Haves

• 2–5 years of experience in customer success, account management, onboarding, implementation, or a related customer-facing role
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• Strong communication and problem-solving skills
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• Comfort working with software products, customer workflows, and business operations
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• Not a fit for people who want highly structured environments, narrow support-only roles, or work that stays disconnected from product and business outcomes.