Customer Success Manager

Reven AI is focused on revolutionizing AI-powered accounting and sales tax automation for e-commerce and SaaS businesses. The Customer Success Manager will own customer relationships, guide onboarding and adoption, and work closely with various stakeholders to ensure customer satisfaction and retention while translating feedback into product insights.

Responsibilities:

• 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

Requirements:

• 2–5 years of experience in customer success, account management, onboarding, implementation, or a related customer-facing role
• Strong communication and problem-solving skills
• Comfort working with software products, customer workflows, and business operations
• 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
• Comfortable working in a fast-moving environment with ownership and ambiguity
• Can communicate clearly with both technical and non-technical stakeholders
• Energized by helping customers succeed while also helping the company learn and improve
• Strong written and verbal communication skills
• 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