Customer Success Manager

Vic.ai

Customer Success Manager driving product adoption and measurable outcomes for AI-based finance solutions at Vic.ai. Collaborating with finance leaders and optimizing workflows for strategic success.

Posted 4/30/2026full-timeCary • North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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

What you’ll need

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
Comfortable learning and explaining technical products, workflows, and integrations
Ability to understand how AI/automation systems work and translate capabilities into business value
Experience working with APIs, integrations, or ERP/accounting systems (NetSuite, Coupa, etc.) is a plus
Able to partner effectively with Engineering/Product and communicate technical issues clearly
Data-savvy and comfortable using metrics, dashboards, and reporting to guide decisions
Excellent relationship-building and communication skills
Strong problem-solver who stays calm and proactive under pressure
Comfortable leading client meetings, trainings, and executive conversations
Organized, detail-oriented, and able to manage multiple accounts simultaneously
Familiarity with tools like Gainsight, HubSpot, Jira, Intercom, and G-Suite preferred

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaSonboardingsoftware implementationAPIsintegrationsERP systemsaccounting systemsdata analysismetricsreporting

Soft Skills

relationship-buildingcommunicationproblem-solvingorganizationaldetail-orientedproactivecalm under pressurecustomer advocacycross-functional collaborationtraining

Certifications

Bachelor’s degree