Put your close on autopilot. Ledge’s AI agents fetch data, reconcile accounts, and draft working papers—so the close moves forward before you log in. Backed by NEA.
About the role
As Customer Success Manager, you will own two things above all else: getting customers live quickly and keeping them healthy. You are responsible for the end-to-end onboarding experience - from contract signature through a customer's first successful close in Ledge - and for the ongoing health, retention, and expansion of your book of business.
What they're looking for
- A demonstrable track record of owning complex customer onboardings end-to-end and delivering customers to a defined go-live milestone on or ahead of schedule
- The ability to hold a substantive, peer-level conversation with a Controller or CFO about the month-end close - reconciliation scope, journal entry workflows, flux analysis, materiality thresholds, and ERP configuration
- Technical confidence: comfortable navigating ERP integrations, SSO and identity provider configuration, and API-based data source connectivity without requiring an engineer on every call. You know when to resolve independently and when to escalate
- Excellent written and verbal communication. This team communicates extensively in writing with customers via Slack and email, and internally across Engineering, Product, and leadership
- Strong organizational rigor: you can manage a book of 8-12 accounts at different onboarding stages simultaneously, with nothing falling through the cracks
- Comfort operating in an early-stage environment where process is being built, not inherited, and where your judgment and initiative matter as much as execution
More about this role
LEDGE'S MISSION is to reinvent how finance teams work by building AI agents that actually do the work, not just automate it.
We began with an industry-leading reconciliation platform used by top finance teams. We are now broadening our scope to develop a completely AI-native close management solution, built upon our strong existing platform that is already competitive with leading industry offerings. Our agents autonomously prepare, reconcile, validate, and manage the close end-to-end with finance-grade accuracy and transparency. We're designing new tools for the Office of the CFO: a scalable, trustworthy data pipeline combined with autonomous AI workflows and a clean, consumer-grade experience.
As Customer Success Manager, you will own two things above all else: getting customers live quickly and keeping them healthy. You are responsible for the end-to-end onboarding experience - from contract signature through a customer's first successful close in Ledge - and for the ongoing health, retention, and expansion of your book of business. You will engage daily with senior finance professionals: Controllers navigating a complex ERP environment, Finance Systems Managers managing...
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