Customer Success Manager (CSM)

Company: Daylit
Location: Boston, MA (In-Office)

About Daylit

Daylit helps B2B companies get paid on time without damaging customer relationships. We built Receivables Intelligence—an AI-powered system that lives in Excel, tracks every invoice conversation across calls, emails, and texts, and knows exactly when and how to follow up with each customer. When payment isn't coming, it offers smart financing options like factoring, payment plans, or credit lines right in the workflow.

We recently raised $110M in equity and debt led by Companyon Ventures and Nextview Ventures to expand our AI agents across verticals and help more finance teams operate with certainty.

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 & Benefitsa

• Significant career growth opportunitiesa