The Role
The Customer Success Manager will own a portfolio of customers, drive ROI, prevent churn, and expand accounts by ensuring effective collections and customer satisfaction.
Summary Generated by Built In
Invoice Butler runs the entire collections workflow for B2B companies using AI and human operations: chasing unpaid invoices, managing AR inboxes, handling supplier portals, and resolving payment issues so finance teams collect cash faster without adding headcount.
We combine AI automation with human operations to run the entire collections workflow for companies from Series A startups to $100M+ revenue businesses.
Our platform and operations team:
• Manage collections end-to-end
• Run AR inboxes
• Handle supplier portal uploads (Coupa, Ariba, etc.)
• Parse remittances and apply payments
• Escalate disputes and unblock invoices
• Drive real cash movement
Today, Invoice Butler manages over $1B in accounts receivable across our customers.
We work with some of the fastest growing companies in software and AI — and demand is growing faster than we can onboard customers.
We're now hiring a Customer Success Manager to help us scale the next phase of the company.
This is not a traditional CSM role.
You won’t just “manage relationships.”
You will own outcomes.
What This Role Actually Is
Every customer hires Invoice Butler for one reason:
They want invoices paid faster.
Your job is to make that happen.
You will own a portfolio of customers and be directly responsible for:
• Delivering ROI within the first 90 days
• Ensuring customers see real cash acceleration
• Preventing churn before it happens
• Expanding accounts as customers grow
You will operate more like a revenue owner than a traditional CSM.
If you enjoy driving results, pushing teams forward, and solving operational problems, you’ll thrive here.
If you want a comfortable “check-in call” job — this isn’t it.
What You’ll Do
1️⃣ Close the Second Sale (Post-Sale Success)
Every customer has a 90-day success window.
You will:
• Define clear success metrics (cash collected, DSO improvement, hours saved)
• Run a structured onboarding plan with milestones at Week 2 / 4 / 8 / 12
• Identify risks early and address them head-on
• Ask hard questions early:
“If renewal were today, would you renew?”
If something isn’t working, you will not wait until month three to discover it.
2️⃣ Run Accounts Like a Business
You will own a book of customers and treat it like your own portfolio.
That means:
• Monitoring invoice aging and collections progress
• Working with our operations team to unblock payments
• Ensuring AI automation and workflows are working correctly
• Helping customers improve how they run AR
You are responsible for making sure customers actually feel the impact.
3️⃣ Expand Accounts
When customers see results, they expand.
You will:
• Identify expansion opportunities
• Introduce new capabilities (supplier portal automation, inbox management, etc.)
• Help customers roll Invoice Butler out to more of their finance workflows
The best CSMs here operate like consultative salespeople.
4️⃣ Push Internally to Solve Problems
You will work closely with:
• Operations (collections execution)
• Engineering (automation + integrations)
• The founders (strategic accounts)
If something is blocking a customer, you escalate and get it fixed.
You are not passive.
You move things forward.
Who Thrives In This Role
You likely have 3–8 years of experience and come from one of these backgrounds:
• Former SDR or AE who likes owning outcomes more than chasing quotas
• RevOps or Finance Ops operator who understands how revenue actually moves
• Customer Success leader who prefers impact over relationship management
You are:
• Competitive
• Analytical
• Direct
• Comfortable with intensity
• Comfortable having difficult conversations
• Obsessed with execution
You are not:
• A “smile and wave” relationship manager
• Someone who waits for instructions
• Someone who avoids pushing customers or teammates
Why Join Invoice Butler Now
You will be joining at a pivotal moment in the company’s growth.
• Invoice Butler already manages $1B+ in accounts receivable
• Our customers include some of the fastest growing companies in AI and SaaS
• Demand is growing faster than we can hire
You will help build the Customer Success engine from the ground up.
That means:
• Defining how we onboard customers
• Shaping how we measure ROI
• Building playbooks for scaling success
You’ll work directly with the founders — no bureaucracy, no layers.
Our CEO previously helped scale sales at companies like Asana and Dropbox from $50M to IPO.
Our CTO was the first engineer at MongoDB and later a partner at Google Ventures.
We’re backed by leading finance leaders and some of the best AI operators in the industry.
What You’ll Get
• Competitive base salary + meaningful equity
• Direct exposure to founders and company strategy
• A chance to build the CS function at a rapidly scaling startup
• In-person collaboration in our New York office
• Lunch provided daily in office
• Quarterly offsites
• Flexible PTO
Please note: we are not able to sponsor visas now or in the future.
If you want to:
• Move faster than a big company ever will
• Have real ownership over outcomes
• Help build a category-defining company
We’d love to meet you.
CompensationThe base pay range for this role is $90,000 – $130,000 per year.
Top Skills
AI
Ariba
Coupa
Operations
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The Company
What We Do
We’re not software. We’re your AR team. Invoice Butler automates your entire collections process—without handing you another tool to manage. We chase overdue invoices, upload to supplier portals, match remittances, escalate intelligently, and give you clean visibility. All in one inbox. 📬 Need a payment reminder sent? Already done. 🔁 Customer uploaded a payment doc to Coupa? We saw it and matched it. 🚨 Time to escalate? You’ll know—and we’ll handle the rest. Our AI + expert workflows plug into your stack (Stripe, QuickBooks, NetSuite, Bill.com, etc.) and make sure nothing slips through the cracks. And we give you a nice dashboard so you can see all your cash collections come through on autopilot. 💰 Most customers see ROI in the first 30 days. 🧠 Our team does the chasing—so yours can focus on closing.
