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Customer Experience Lead

Toronto, ON

Job Title

Customer Experience Lead

Location

Toronto, ON

Job Description

We’ve teamed up with one of the fastest-rising AI companies in the accounting space, funded by OpenAI, GC, and GV, to find a Customer Experience Lead who will help shape the future of automated bookkeeping for business owners and accountants.

In this role, you’ll sit at the intersection of AI, accounting, and customer success. You’ll work directly with business owners and accountants to ensure they see meaningful value, using your accounting expertise to guide them while translating learnings into product insights. You’ll help define and refine the customer journey end-to-end, from onboarding through year-end close and renewal.

If you love building processes from scratch, thrive in fast-moving environments, and get energy from helping customers succeed with cutting-edge AI automation, this is a high-impact opportunity to shape how the future of bookkeeping gets delivered at scale.

Qualifications

  • Strong accounting background; CPA preferred

  • 3–7+ years in SaaS Customer Success, CX Operations, or Implementation

  • Experience improving onboarding, retention, and the overall customer lifecycle

  • Skilled communicator with exceptional writing and verbal clarity

  • Comfortable working across complex accounting workflows for SMBs and larger businesses

  • Able to translate customer insights into product recommendations and operational processes

Bonus Experience

  • Empathy for entrepreneurs — experience running a business, freelancing, or supporting SMB owners

  • Early-stage startup experience or comfort defining process, metrics, and playbooks from zero

  • Advanced credentials (MS/MBA/CPA/EA) or background in consulting/advisory

Benefits

  • Opportunity to join a high-growth AI startup building a category-defining product

  • High-impact role shaping customer experience, operations, and product direction

  • Close collaboration with founders, engineering, and cross-functional teams

  • In-person culture with a collaborative Toronto office

Posted on

December 9, 2025