About Us
AI Accountant (AiA) is building an AI-native platform transforming accounting and bookkeeping workflows. We simplify compliance, automate financial operations, and help businesses operate with clarity and confidence.
Backed by global investors like Y Combinator, we are scaling fast and building a team that combines speed, ownership, and sharp execution.
We’re not building a feature company. We’re building a category.
Our Mission & Vision
Mission: Simplify and automate financial workflows using AI to empower modern businesses.
Vision: Become the most trusted AI-driven financial operating system globally.
Job Summary:
We are looking for a proactive and customer-focused Customer Success Associate to join our team and help finance teams successfully adopt and integrate our AI-powered accounting platform.
This is an individual contributor role focused on two key outcomes:
- Seamlessly integrating the client’s Tally environment with the platform
- Driving strong product adoption and consistent daily usage within finance teams
Requirements
- Prior experience of 3-5years in Customer Support, Customer Success, or client-facing roles
- Strong communication, stakeholder management, and relationship-building skills
- Practical accounting knowledge including: Tally, Ledgers, Accounts Receivable (AR), Accounts Payable (AP), Reconciliation basics
- Hands-on experience with Tally ERP or Tally Prime
- Strong ownership mindset with high attention to detail
- Curiosity to understand accounting operations and customer workflows
- Bias for action and willingness to learn quickly
Roles and Responsibilities:
- Own end-to-end onboarding, integration, and activation of customer Tally environments with the platform
- Drive product adoption by enabling finance teams to effectively use the platform in their daily workflows
- Build strong customer relationships and serve as a trusted point of contact for product, integration, and accounting-related queries
- Collaborate cross-functionally with product, engineering, and support teams to improve customer experience and resolve issues efficiently
- Conduct onboarding sessions, monitor customer engagement and health, and proactively drive retention and long-term success
Benefits
Our Way of Life — The AiA Values
C – Collaborate to Win
We win together, not alone. We listen, challenge with care, and move as one team. Speed and success come from trust and cross-functional teamwork.
E – Elevate the Bar
“Good enough” isn’t good enough at AiA. We push for world-class in everything we do. We learn fast, aim high, and turn feedback into fuel.
O – Own It End-to-End
We think like founders. We take full responsibility for outcomes—not just tasks. When things go wrong, we fix. No blame, no excuses—just impact.
Perks & Benefits
• Upskilling Policy
Get access to courses, tools, and resources to keep learning and growing.
• Team Outings
Offsites and outings to celebrate milestones and build deeper bonds.
• Engagement Initiatives
Hackathons, open demos, and game nights—designed to spark creativity and fun.
• Flexible Work-from-Home
While we follow a 5-day in-office setup, we allow up to 12 days of remote work every 6 months.
• Menstrual WFH
Women employees can avail up to 3 WFH days per month—no questions asked.
• Mobility Benefits
Relocation support and travel allowance for smooth onboarding.
• Parental Support
Maternity, paternity, and adoption leave—because your family matters.
Skills Required
- Prior experience of 3-5 years in Customer Support or Customer Success
- Strong communication and relationship-building skills
- Hands-on experience with Tally ERP or Tally Prime
- Practical accounting knowledge including Accounts Receivable and Accounts Payable
What We Do
Karbon Business is a B2B fintech company in India that provides corporate credit cards, vendor payment solutions, and cross-border payment services for businesses, exporters, and freelancers.
