Full-Time
Founding Customer Success Manager
Clark
1-10 employees
Automates accounting operations with AI agent
Compensation Overview
$125k - $155k/yr
New York, NY, USA
In Person
Five days on-site per week in New York City; no remote or hybrid option.
 Customer Experience & Support (1) |
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- At least 3 years of experience in customer success, account management, implementation, or consulting.
- Experience in business-to-business software-as-a-service or workflow-heavy customer environments.
- Strong communication and relationship-building skills.
- Ability to manage multiple customers and stakeholders.
- Strong customer empathy and commercial awareness.
- High ownership and follow-through.
- Own day-to-day customer relationships after onboarding.
- Track customer health, adoption, renewals, and expansion signals.
- Run regular customer check-ins and quarterly business reviews.
- Coordinate with Audit Engineers on workflow questions and customer feedback.
- Identify customer risks and escalate appropriately.
- Partner with Sales on expansion opportunities.
- Partner with Product on recurring customer needs.
- Maintain account documentation and internal visibility.
- Help build repeatable customer success playbooks and customer health processes.
- Experience in accounting, audit, compliance, financial technology, or professional services.
- Experience with artificial-intelligence-native products or workflow automation.
- Experience working with enterprise or mid-market customers.
- Experience supporting renewals, expansion, or onboarding.
- Experience at a fast-moving startup.
- Experience in customer success, account management, implementation, or consulting beyond the required minimum is not separately classified as desirable.
uiAgent offers Ava, an AI assistant that automates accounting tasks by integrating into a company’s existing tools, avoiding new systems or data migration. Ava automates data extraction, real-time bank reconciliations, and month-end close, and also supports fraud detection with a tamper-proof audit trail. The platform turns complex accounting questions into simple, conversational insights, delivering fast, understandable answers and reducing manual review. uiAgent differentiates itself through native tool integration, strong governance with audits, and partnerships with accounting software providers, CPA firms, and financial institutions, aiming to free accounting teams for strategic work and growth.
Company Size
1-10
Company Stage
Seed
Total Funding
$5.1M
Headquarters
New York City, New York
Founded
2024
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Simplify's Take
What believers are saying
- June 16, 2026 PRNewswire says Clark expanded from employee benefit plans to every audit type.
- Clark appointed leaders from Brex, BPM, and Tennr, strengthening engineering, product, and design.
- Competitors keep validating the category: Modus raised $85 million in April 2026.
What critics are saying
- Modus, Fieldguide, Basis, and Pennylane raised hundreds of millions in 2026.
- Clark still lacks disclosed funding, so rivals can outspend it on product and sales.
- If larger audit suites bundle AI first, Clark becomes a niche feature, not a company.
What makes Clark unique
- Clark's rebrand to Clark signals a broader trust-platform identity for auditors.
- Agent Studio and Methodology Studio let CPA firms customize workflows without coding.
- More than 35 CPA firms already use Clark across all audit types.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Unlimited Paid Time Off
Meal Benefits
Relocation Assistance
Company Equity
Company News
Clark, formerly uiAgent, has announced its rebrand and platform expansion beyond employee benefit plan audits to cover all audit types. The AI platform now serves more than 35 CPA firm clients and has introduced Agent Studio and Methodology Studio, allowing firms to build custom agents and implement their own methodologies. The company is releasing its platform to power financial statement audits, single audits, not-for-profit audits, payroll audits and SOC examinations. Agent Studio enables firms to create custom workflows without coding, whilst Methodology Studio allows firms to teach Clark their specific approaches whilst adapting procedures for AI-generated data verification. Clark has appointed three senior leaders: Robert Kim as Head of Engineering from Brex, Matthew Pong as Head of Product from BPM, and Brent Warner as Head of Design from Tennr.
Spara, a GTM agentic AI platform, has raised $15M in Seed funding led by Radical Ventures and Inspired Capital Partners.
/PRNewswire/ -- uiAgent, the leading AI agent platform for accounting firms, today announced it has raised a $4.6 million seed round led by Marathon Management...
UiAgent, a startup developing customized AI agents for large accounting firms, has raised $4.6 million in seed funding. The funding round was led by Marathon Management Partners, as reported exclusively to Axios Pro by CEO Enes Witwit. This investment highlights the growing interest in applying AI technology to the accounting sector, which is seen as a promising area for innovation.
uiAgent secures $4.6 million seed funding to drive AI automation for accounting firms.