Customer Success Manager (CSM)
Lendica
- Employment
- Full-time
About the role
About
Daylit is a leading AI agent platform for accounts receivable. Our platform automates the manual work of collecting and reconciling invoices so finance teams can scale credit and collections teams without adding headcount. Our customers trust Dayilt to deliver a complete view of portfolio health — surfacing at-risk accounts, predicting payment timing, and powering accurate cash flow forecasts. Companies with high invoice volume use Daylit to reduce DSO, eliminate repetitive work, and know exactly when cash will hit the bank.
The Role
We’re looking for a Customer Success Manager to join our team in Boston and help ensure our customers get maximum value from the Daylit platform. You will guide customers from onboarding through long-term success, working closely with finance teams to integrate Receivables Intelligence into their workflows.
This is a great opportunity for someone with early-to-mid level experience who enjoys building relationships and wants to grow with a fast-moving startup.
Responsibilities
Lead onboarding and implementation for new Daylit customers
Build strong relationships with finance and operations teams
Drive adoption and ensure customers realize measurable value from the platform
Monitor customer health and proactively address issues
Identify opportunities for expansion and partner with sales on renewals
Gather customer feedback and collaborate with product and engineering teams
Help build scalable customer success processes as the company grows
Qualifications
2–4 years of experience in customer success, account management, or client-facing roles
Experience working with SaaS, fintech, or technology products
Strong communication and relationship-building skills
Highly organized and proactive problem solver
Comfortable working in a fast-paced startup environment
Interest in AI, fintech, or automation technologies
Why Join Daylit
Work in-person with a fast-growing Boston startup team
Opportunity to help shape the customer success function early
Competitive salary + equity & Benefits
Significant career growth opportunities
Perks & benefits
- Equity Compensation
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