Customer Success Manager
Who we are:
Vic.ai has been pioneering the use of AI to digitally transform accounting and finance processes to improve productivity, decision-making, and ROI for more than six years. Vic.ai addresses the most manual and inefficient task in accounting – invoice processing – to improve its speed and scalability, ultimately enabling customers to reinvent their accounts payable operations and improve financial management. By processing over half a billion invoices with up to 99% accuracy, Vic.ai has helped 10,000+ customers achieve nearly $188 million in cost savings and 6 million hours in time savings.
We're a Series C-funded company and are fortunate to have some renowned investors and partners: Costanoa Ventures, Cowboy Ventures, Notable, and ICONIQ Capital.
We invite you to check out our blog posts over the past year! Follow this link to our site.
Role: Customer Success Manager
We are looking for a highly motivated Customer Success Manager who thrives in client-facing roles and can balance customer satisfaction with company priorities. This key team member will drive adoption, enhance client onboarding, and foster long-term customer relationships.
As part of our growing Customer Success team, you’ll manage accounts, build tools to improve customer journeys and tackle operational challenges during onboarding. While account management and relationship-building are your primary focus, problem-solving and troubleshooting are also essential to the role.
This position is based in Cary, NC, with a hybrid schedule of 2-3 days in the office each week, collaborating with our dynamic team. Your mission is to help customers develop tools that enhance our product and ensure their journey with Vic.ai is seamless, while also handling key operational onboarding tasks.
What you’ll do:
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Drive adoption of Vic.ai products by providing insights and best practices to enhance customer experiences.
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Respond to and troubleshoot customer inquiries via Intercom.
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Communicate daily with firm partners and users to build relationships and ensure satisfaction.
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Advocate for customers internally, providing feedback to improve product features and services.
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Track accounts to identify and mitigate churn risks, ensuring customer retention through regular check-ins and strategic business reviews.
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Actively suggest solutions to address common customer challenges.
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Collaborate cross-functionally with internal teams to translate business needs into actionable solutions for clients.
What you'll need:
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Experience: 2+ years in customer-facing roles, such as Customer Success, Account Management, or Strategic Consulting. SaaS implementation and office of the CFO/finance experience is a plus.
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Skills:
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Strong interpersonal skills and ability to build relationships with internal and external stakeholders.
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Proficiency in onboarding, implementation, and consultation processes.
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Diplomatic and poised under pressure, with a proactive approach to problem-solving.
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Experience facilitating client-facing meetings and product training sessions.
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Familiarity with tools like Gainsight, G-Suite, HubSpot, LogRocket, Jira, and Intercom is highly preferred.
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Education:
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Bachelor's degree or equivalent in a relevant field.
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What you’ll get in return:
Vic.ai is proud to be an Equal Employment Opportunity employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. At Vic.ai, we value humility and authenticity and we encourage our employees to bring their original, best selves to work.
As a team member, you will receive:
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Competitive salary and stock options
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401K with an employer match
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Health/vision/dental (including 2 health insurance coverage options that are 100% free for the employee AND family)
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Monthly Wellness stipend
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CitiBike membership
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Generous maternity and paternity leave
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The opportunity to work remotely, including a stipend for your home workstation setup
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Virtual team-building events & awesome swag
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People-focused culture
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Generous vacation time, family and travel-friendly environment
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Work alongside an enthusiastic, collegial, and driven team in a highly meritocratic environment
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Vic.ai also offers in-person retreats to employees. We love connecting in person as a team.
Check out all the fun we are having @vicdotai on our Instagram page. Also, don’t forget to follow us on LinkedIn to stay up to date on our AI technology and new career opportunities.
What We Do
Vic.ai is an AI pioneer building autonomy and intelligence to digitally transform accounting and finance to improve productivity, decision-making, and ROI.
Already surpassing human-level accuracy for many tasks, Vic.ai helps accountants, CFOs, controllers, and accounts payable (AP) teams become more efficient and reduce errors on routine tasks such as invoice processing, approval workflows, and electronic payment processing.
CPA firms can leverage their human workforce for cognitive tasks, while AI takes care of repetitive tasks, driving dramatic cost savings and profit margin improvements. This helps public accounting firms create balanced employee workloads during tax season, be more flexible, and protect against new business model threats.
CFOs and controllers from high-growth enterprise finance teams use Vic.ai to keep headcount under control, increase security, and reduce costly errors due to poor internal controls. By automatically entering invoices into accounting systems for human review, this changes the AP person’s workflow from data input to reviewing the AI.
Many accounting-, audit-, banking-, payroll-, and tax-related tasks are becoming fully automated with AI and machine learning. The accounting industry is being challenged in ways in which it has never seen during the past 500 years.
Due to its disruptive nature, Vic.ai is venture backed by some of the best investors in Silicon Valley (including Cowboy Ventures) and already helps industry leaders like PWC, KPMG, BDO, as well as many mid-sized firms.
Early adopters of AI will have a significant market advantage going forward. Is your firm prepared? And are you truly ready for competitive battles with more tech-savvy firms? Or is your team in danger of falling behind?
Find out when you schedule your complimentary consultation with a Vic.ai automation expert at the URL on this profile.
