Dualentry

Customer Success Lead/Manager

New York City. Posted 6 months ago

The role

The Customer Success Lead/Manager will manage key customer relationships and account management outcomes. You will drive ERP adoption, optimize workflows, and work with Product and Engineering to influence the product roadmap.

What you will do

  • Manage key customer relationships and run success plans
  • Lead recurring check-ins based on customer tiers
  • Deliver and systemize trainings
  • Optimize customer workflows
  • Drive upsell and cross-sell opportunities
  • Resolve critical issues for high-tier accounts post-go-live
  • Create and improve SOPs, best practices, and support documentation
  • Handle support for owned accounts
  • Relay bugs and prioritize feature requests to Product and Engineering
  • Translate accounting requirements into system configurations

Required qualifications

  • 4+ years of experience in ERP, accounting audit, accounting or finance solutions
  • ERP Implementation, finance professional services or project management experience
  • Experience using or implementing ERPs (e.g., NetSuite, Intacct)
  • Ability to translate accounting requirements into system configurations and automated workflows
  • Strong technical aptitude (incl. SQL)
  • Ability to quickly learn new software platforms
  • Expert Microsoft Excel/Google Sheets skills

Nice to have

  • Experience in an in-house or public accounting role
  • Professional services / consulting/ account management experience

Benefits

  • Significant equity ownership
  • Medical, dental & vision insurance
  • One Medical membership
  • Mental health support (Talkspace)
  • Fertility & family-building support (Kindbody)
  • Virtual healthcare (Teladoc Health)
  • 401(k) benefits
  • Commuter benefits
  • Learning & development budget for courses, certifications & language learning
  • Unlimited AI tokens
  • AI skills development & enablement
  • Visa & permanent residence sponsorship

Before you apply

  • Visa & permanent residence sponsorship

About the company

DualEntry is building an AI-native ERP to automate accounting. The company has raised $100M+ from investors including Lightspeed, Khosla Ventures, Contrary and Google Ventures.