Customer Success Manager, Vic.ai
+ Equity
More information about location
AI digital transformation platform for accounting & finance
Job no longer available
AI digital transformation platform for accounting & finance
21-100 employees
Job no longer available
+ Equity
More information about location
21-100 employees
Company mission
To revolutionize finance departments through cutting-edge AI, enabling teams to focus on high-impact, strategic work that drives positive outcomes for businesses, society, and the environment.
Role
Who you are
- 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
What the job involves
- We’re looking for a Customer Success Manager who thrives at the intersection of relationships, problem-solving, and technology
- This isn’t a traditional account management role. You’ll act as both a strategic advisor and product expert, helping finance teams adopt AI, optimize workflows, and unlock measurable efficiency gains. You’ll guide customers from onboarding through long-term success — translating technical capabilities into real business outcomes
- You’ll manage accounts, lead onboarding, troubleshoot issues, and collaborate closely with Product and Engineering to continuously improve the customer journey
- If you love owning outcomes, building trusted partnerships, and digging into the “how it works” behind the scenes, this role is for you
- 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
Our take
Outdated financial and accounting processes can seriously impact productivity and efficiency, especially at scale. Vic.ai leverages AI to solve this problem by automating repetitive processes such as invoicing, freeing up human workforces for more critical tasks.
This improves productivity, reduces the risk of human error and cuts costs. Naturally, this has proven especially popular among enterprises and accounting giants such as KPMG and Deloitte. This impressive client roster is testament to the value-adding potential of Vic.ai's tech.
Accounting and finance automation is a growing industry, and Vic.ai's main challenge will be competing with companies like Oracle and Intuit. However, with Vic.ai's technology boasting 99% accuracy, its no surprise that its customer roster continues to grow as the company builds momentum.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 4 rounds)
Dec 2022
$52m
SERIES C
Sep 2021
$50m
SERIES B
Total funding: $114.7m
Company benefits
- Health first: We offer employer-paid medical, dental, vision, life, and AD&D insurance plans, ensuring you have the coverage you need to stay healthy and protected
- Stay balanced: A monthly wellness stipend helps you stay balanced, whether it’s a gym membership, a meditation app, a massage, or whatever supports your wellbeing
- Your office, your way: We provide a home office setup budget and coworking space stipend to help you create the right workspace that works for you
- Come together: Enjoy regular team and company meetups to share ideas, collaborate, and stay connected, because even in a remote-first world, in-person moments matter
- Rest and recharge: Our generous PTO policy and holiday calendar give you the flexibility to rest, recharge, and take time when you need it
- Gratitude in action: We believe great work deserves recognition. From shoutouts in team meetings to meaningful celebrations, we make sure your contributions never go unnoticed
- Invest in your future: Build long-term financial security with a 401(k) plan, including immediate participation, full vesting, and a 50% match on the first 4% you contribute
- Give back: We believe in supporting the communities where we live and work. Every quarter, employees get a dedicated volunteer day to contribute to a cause that matters to them
Company HQ
Midtown Manhattan, New York, NY
Leadership
Alexander Hagerup
(CEO & Co-Founder)Previously Founder and CEO of The Online Backup Company AS. They are also an Investor and Advisor at Katapult Accelerator and a member of the Forbes Technology Council.
Kristoffer Roil
(COO & Co-Founder)Founded Telipol, which was bought by the Hudya Group. They are a Partner and Member of the Board of Directors at Tjuvholmen Ventures.
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