Customer Success Lead
This job is no longer accepting applications
See open jobs at InScope.See open jobs similar to "Customer Success Lead" Better Tomorrow Ventures (BTV).Sales & Business Development, Customer Service
San Francisco, CA, USA
Posted 6+ months ago
Customer Success Lead
Inscope – Full-Time Position
About Us
Inscope is transforming the future of financial reporting and audits through cutting - edge AI. We’re automating how companies generate financial statements and complete audits - work that isn’t glamorous, but is critical. Today, it’s mostly done in Word, Excel, and endless checklists. We’re here to change that.
Our AI-powered tools help accounting and finance leaders accurately draft financial statements, streamline reporting workflows, and reduce audit fatigue. We’re on a mission to build the future of Accounting, Financial Reporting, and Audits - helping professionals focus on insights and strategy instead of repetitive manual tasks.
Now is an incredible time to join. We’re still small, which means everyone makes a foundational difference.
Position Overview
We’re looking for a Customer Success Lead with a strong background in audit or accounting advisory (Manager/Senior Manager level). This is not a “leave accounting behind” role - you should genuinely love financial reporting and want to elevate it for thousands of professionals. You’ll partner directly with our customers to ensure successful onboarding, adoption, and expansion, while also shaping our product through your accounting expertise.
This role is ideal for someone who has managed complex audits or accounting advisory projects, built deep relationships with clients, and knows what “great” financial reporting looks like. You’ll translate that expertise into customer success - driving value, enabling adoption, and creating champions.
What You’ll Do
Own customer success for accounting firms, ensuring smooth onboarding, adoption, and long - term value realization.
Partner with accounting leaders to understand their reporting pain points and guide them through Inscope’s solutions.
Translate your accounting/audit expertise into practical workflows and best practices that elevate how teams report.
Lead training sessions, quarterly business reviews,to drive expansion and renewal.
Work closely with product and engineering to provide structured customer feedback, helping us build features accountants wish they always had.
Develop playbooks, case studies, and ROI models that showcase how Inscope transforms financial reporting.
What You Need to Be Successful
Background: 5–6+ years in audit or accounting advisory at a Big 4 or top - tier firm, with at least 2+ years at Manager/Senior Manager level.
Expertise: Strong command of GAAP financial reporting, audits, and the realities of month/quarter/year-end close.
Mindset: You enjoy financial reporting and believe it can - and should be better. You’re not running away from it, you want to transform it.
Skills: Exceptional client management, communication, and presentation skills; ability to influence senior finance leaders.
Approach: Low - ego, empathetic, and driven by customer outcomes. You thrive in a fast - moving startup environment.
Our Values
Customer obsession - Our customers’ problems are our problems. We must keep their needs front and center in all we do.
Move with urgency and focus - A bias for action speeds our learning and delights our customers. Focus on what matters most, make fast initial progress, and iterate toward the best outcome.
Empathy and low-ego - we practice empathy to gain insight, we give empathetic and constructive feedback to each other.
Extreme ownership - We intuitively prioritize, and hold ourselves accountable. There is no one else to blame.
Perks & benefits
Health, dental, and vision insurance.
Unlimited PTO plus company-wide holidays.
New equipment (laptop, monitor, and accessories).
How to Apply
Send your resume or LinkedIn profile to mary@inscopehq.com. We will schedule a call to discuss the role in detail!
This job is no longer accepting applications
See open jobs at InScope.See open jobs similar to "Customer Success Lead" Better Tomorrow Ventures (BTV).
