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Accounting Customer Success Lead

DualEntryNew York City, New York, United States
On-site Full-time
Position filled

Experience Level

Experience

Qualifications

Qualifications:Bachelor's degree in Accounting, Finance, or a related field. Proven experience in customer success management or account management roles. Strong understanding of ERP systems and accounting principles. Exceptional communication and interpersonal skills. Ability to work collaboratively in a fast-paced environment. Proficiency in data analysis and problem-solving.

About the role

About DualEntry

Established in 2024, DualEntry has quickly risen to become one of the fastest-growing AI startups globally.

At DualEntry, we are pioneering the future of finance today. The ERP sector is one of the largest fintech markets, exceeding $220 billion. Despite this, countless businesses continue to rely on outdated on-premise systems, with no significant innovations in over three decades.

Our AI-driven ERP empowers accounting teams to accomplish more in less time. From $5 million ARR companies to NYSE-listed firms, organizations trust DualEntry to eliminate manual data entry through automation. We are transforming the one-person finance team concept into a reality, allowing businesses to leave behind the burdens of legacy ERPs from the 1990s.

We operate with a sense of urgency and ownership, moving swiftly to achieve our goals.

Why This Role is Crucial

In just 18 months, we've secured over $100 million in funding from premier investors, including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with more than 20 angel investors who have previously built and exited some of the most significant companies of the last decade.

Our rapid success can be attributed to our exceptional and dedicated team, recruited from top tech and accounting firms such as Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J. P. Morgan, Bloomberg, Sage, Xero, and Intuit. We also welcome those without high-profile resumes who are eager to demonstrate their capabilities.

As a small team experiencing rapid growth, we invite you to join us at this pivotal moment.

This role is intensive and hands-on, requiring full ownership of responsibilities. We expect you to strive for excellence and elevate our standards.

Key Areas of Impact

The Accounting Customer Success Management position at DualEntry blends traditional account management, customer support, and ERP consulting.

  • Manage end-to-end account outcomes: Cultivate key customer relationships, implement success plans, and lead regular check-ins based on customer tiers that you develop.

  • Drive ERP adoption and expansion: Provide and systematize training sessions, enhance customer workflows (particularly during month-end close), and pursue upsell/cross-sell opportunities.

  • Act as the primary escalation point: Address critical issues for high-tier accounts post-go-live; this role requires hands-on leadership.

  • Streamline customer support: Develop and continually refine standard operating procedures (SOPs) and best practices for efficiency.

About DualEntry

DualEntry is at the forefront of revolutionizing the finance industry through innovative AI solutions. Our mission is to transform the way businesses manage their accounting processes, enabling them to thrive in today's competitive marketplace.

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