Dualentry
Customer Success Lead (Hybrid, London)
London, UK (Hybrid), Remote. Posted 3 months ago
The role
The Customer Success Lead will manage key customer relationships and account management outcomes. You will drive ERP adoption, optimize workflows, and resolve critical issues for high-tier accounts.
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
- Private medical insurance through Freedom Elite
- Mental health support (Talkspace)
- Fertility support (Carrot)
- Group life insurance (Allianz)
- Workplace pension through Penfold (with salary sacrifice option)
- Flexible PTO (28 days, including public holidays)
- Home internet, co-working space & office setup support
- Unlimited AI token usage
- AI skills development & enablement
- Learning & development budget for courses, certifications & language learning
- Visa sponsorship and relocation support for a move to NYC (after 2 years' tenure)
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.