Rillet

Customer Success Manager

• Own customer relationships and outcomes across a customer portfolio
• Build deep customer relationships, run success plans, and hold recurring meetings to maximize Rillet value attainment
• Translate complex accounting challenges into automated workflows powered by Rillet’s AI platform
• Bridge technical product capabilities and customer accounting needs
• Lead customer trainings and advise on process optimization and month-end close efficiency
• Provide customer feedback to founders and Product in close to real time
• Triage support issues with Engineering
• Ensure smooth account handoff with Implementation
• Develop deep expertise in Rillet’s AI-native platform and stay current on features and functionality
• Represent Rillet as the customer-facing company representative using customer empathy and structured problem-solving

Accounting Success Manager

Growth Marketing

• Build and improve prospecting workflows, including account and list building, enrichment, and ICP segmentation
• Analyze and improve the lead scoring model, including weekly reporting and recommendations
• Partner with the GTM team on outreach initiatives and sales enablement
• Conduct competitive and market research to inform GTM strategy
• Use AI and automation to eliminate repetitive work and improve Growth and Sales workflows
• Identify opportunities to improve data, tools, and processes across the GTM organization
• Work directly with the Growth Team Lead and Head of Growth on high-impact projects

Growth Associate

Account Manager

• Expand Rillet’s partner set of accounting firms, focusing on Top 100 CPA firms and independent consulting firms
• Own revenue outcomes with partners, from business-case creation through day-to-day execution
• Design a partner-management structure and internal resourcing model
• Structure commercial arrangements that drive lasting success for Rillet and its partners
• Represent Rillet at partner roundtables, industry conferences, and through an online presence
• Synthesize partner feedback and contribute actionable insights to Rillet’s product roadmap
• Source and launch partnerships with Top 100 CPA firms and independent advisory firms
• Work with C-level executives on vision and business-case creation and front-line leaders on execution
• Build joint agendas on commercial and product initiatives and work cross-functionally within Rillet

Partnerships Lead – Accounting & Advisory

• Own a book of partners and drive revenue from sourcing opportunities through coordination with Rillet’s sales team
• Help account executives co-sell and coordinate with technology partners to influence and close opportunities
• Serve as a technical leader and liaison for partners
• Guide thought leadership in external marketing and internal communications across teams
• Work with the product team to expand and manage Rillet’s product integrations
• Source, negotiate, and launch new integrations and manage ongoing relationships
• Plan and attend high-value events at the intersection of AI and Finance
• Act as the main point of contact for multiple integrating and commercial partners
• Represent Rillet at industry events, including happy hours, dinners, conferences, and webinars
• Analyze partnership motions and develop data-driven insights into channels and partner GTM strategies

Partnerships, Technology Partnerships

• Own a book of private equity and venture funds from initial conversation through signed partnership and ongoing relationship management
• Drive introductions, pipeline, and closed customers across fund portfolio companies
• Influence sales conversations involving portfolio companies
• Design and execute approximately two high-quality events per month and attend conferences
• Build repeatable go-to-market motions and enable sales collaboration with investor partners
• Establish the operating cadence needed to scale the channel
• Identify and execute strategic initiatives and ancillary opportunities with funds
• Create pitches, partner materials, and outbound communications
• Collaborate with Sales, Solutions Consultants, Product, Marketing, Customer Success, and Accounting & Advisory Partnerships

Partnerships, Private Equity, Venture Capital

• Own outreach to a defined list of regional and mid-sized CPA firms
• Build relationships with practice leads, advisory partners, and key stakeholders
• Run high-volume outreach through calls, emails, and introductory meetings
• Move firms from initial conversations to active, referral-sending partners
• Own revenue generation across the partner portfolio, including sourced pipeline and closed revenue targets
• Build multi-threaded relationships across partner practices, offices, and leadership teams
• Educate partner contacts on Rillet and its ideal client profile
• Maintain current pipeline data in partner tracking systems
• Support newly activated partners with onboarding and enablement materials
• Activate high-potential partners through deeper enablement, joint go-to-market initiatives, events, and account mapping
• Flag high-traction firms to the broader partnerships team
• Represent Rillet at select industry events and expand Rillet’s presence across the accounting community

Partnerships Associate, Accounting & Advisory

General Counsel

• Build Rillet’s legal function from the ground up
• Determine overall legal strategy, priorities, and operating model as the company scales domestically and internationally
• Advise the executive team and Board on strategic, legal, and risk considerations
• Assess risks and articulate trade-offs for fast, informed decisions
• Build scalable legal frameworks, workflows, and playbooks
• Adopt AI tooling to automate contract review, research, and related legal work
• Review and negotiate MSAs, order forms, DPAs, SOWs, partner contracts, and other commercial deals
• Partner with the revenue team to structure and close deals efficiently
• Advise Engineering, Product, and Design throughout the product development lifecycle
• Guide privacy, data protection, and AI regulatory compliance
• Monitor changing legal, regulatory, and compliance guidance and flag risks and opportunities
• Own corporate governance, equity administration, financing rounds, and Board matters
• Partner with the People team on hiring, policies, employment matters, and workplace issues

Head of Legal

• Own the strategy, pipeline, and operating cadence for channel revenue growth
• Enable partner cross-sell and improve Rillet’s partner-focused sales process
• Create repeatable go-to-market motions and manage an engaging events calendar
• Identify and execute strategic initiatives and longer-term partner opportunities
• Hire, coach, inspire, and scale a high-performing partnerships organization
• Build credibility with C-suite executives, senior partners, and industry leaders
• Create repeatable partnership programs that generate pipeline, customers, and strategic value
• Develop presentations, pitches, and partner materials
• Collaborate cross-functionally with Sales, Solutions, Marketing, Customer Success, and PE Partnerships
• Represent Rillet with senior executives across the accounting and advisory industry
• Own the number and personally close partnerships or solve operational issues when needed