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Customer Success Manager
Full-time
About the Role
Reven AI is building the next generation of AI-powered accounting and sales tax automation for e-commerce and SaaS businesses. The platform helps companies automate the finance and tax work that usually slows them down — tracking exposure, managing compliance, integrating with existing systems, and giving real-time visibility into the 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 engineering, product, and leadership
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
Collaborate with sales to support expansion opportunities, renewals, and long-term account growth
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 simply
Are organized, proactive, and good at managing multiple customer relationships
Care about customer outcomes, not just activity metrics
Are comfortable working in a fast-moving environment with ownership and ambiguity
Can communicate clearly with both technical and non-technical stakeholders
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
