Customer Success Manager (CSM)

Daylit (Formerly Lendica)•Boston, MA

4d•Onsite

About The Position

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. 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.

Requirements

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