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Rillet

Customer Success Manager

Rillet

. Own long-term customer relationships and outcomes across a portfolio of mid-market and enterprise customers .

Posted 10/13/2026full-timeUnited StatesMid-LevelSenior💰 $100,000 - $150,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing customer success for mid-market and enterprise clients, focusing on retention, adoption, and expansion through AI-powered solutions. Proficient in building relationships with executive stakeholders and optimizing workflows using B2B SaaS products.

Highest-signal resume keywords
Customer Success ManagementAI FluencyRetention and Expansion StrategiesB2B SaaS ConfigurationExecutive Stakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Customer Relationship ManagementProcess OptimizationWorkflow AutomationTechnical ConfigurationData Analysis
Soft Skills
Problem-SolvingAttention to DetailOwnership MindsetEmpathy
Tools & Technologies
AI ToolsB2B SaaS Products
Industry Keywords
FintechERPFinance SoftwareAccounting Workflows

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • Own long-term customer relationships and outcomes across a portfolio of mid-market and enterprise customers
  • Build multi-threaded relationships and run success plans, executive business reviews, and recurring meetings
  • Turn customer business and workflow challenges into automated solutions powered by Rillet’s AI
  • Ship product improvements for customer accounts
  • Connect product capabilities with customer needs to create practical solutions
  • Lead customer trainings and drive adoption, retention, expansion, and renewal health
  • Advise customers on process optimization and identify expansion opportunities
  • Bring customer feedback to founders and Product in close to real time
  • Triage support issues with Engineering and coordinate account handoffs with Implementation
  • Develop deep expertise in Rillet’s AI-native platform and stay current on features
  • Represent Rillet through customer empathy and structured problem-solving

Requirements

What you’ll need
  • 3+ years of Customer Success experience, ideally managing mid-market and enterprise customers
  • Track record of driving retention, adoption, and expansion across a complex customer portfolio
  • AI fluency and ability to explain AI-powered workflows to customers
  • Experience using AI tools in daily work and understanding their capabilities and limitations
  • Comfort working with executive stakeholders and running EBRs, success planning, and escalations
  • Technical mindset and ability to configure software, learn complex B2B SaaS products, and turn customer requirements into workflows
  • Bias to action, ownership mindset, and high attention to detail
  • Experience at a fintech, ERP, or finance software company, or familiarity with finance and accounting workflows is nice to have
  • Must be legally authorized to work in the USA
  • Must not require current or future sponsorship to work in the USA

Benefits

Comp & perks
  • Equity
  • Competitive benefits supporting health, wellbeing, time away from work, family, and long-term financial goals
  • Team meals, events, and company gatherings
  • Opportunities for meaningful ownership, expanded scope, and professional growth