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Director of Customer Success in Accounting

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

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Experience Level

Manager

Qualifications

To excel in this role, you should possess:A proven track record in customer success, account management, or related fields, particularly in the SaaS or ERP sectors. Exceptional leadership skills with experience in building and managing high-performing teams. Strong analytical and problem-solving abilities to drive improvements and ensure customer satisfaction. Excellent communication and interpersonal skills to foster relationships with clients and stakeholders.

About the job

About DualEntry

Established in 2024, DualEntry has rapidly emerged as a leader in the AI startup realm, transforming the landscape of financial technology.

At DualEntry, we are pioneering the future of finance. The Enterprise Resource Planning (ERP) market is one of the largest in the fintech sector, valued over $220 billion. Despite this, numerous businesses still rely on outdated on-premise systems, with little innovation in over three decades.

Our AI-driven ERP solution empowers accounting teams to enhance productivity and efficiency. From businesses generating $5 million in Annual Recurring Revenue (ARR) to those listed on the New York Stock Exchange, companies trust DualEntry to automate tedious manual data entry tasks. We are making the dream of a streamlined one-person finance team a reality, leaving behind the burdens of legacy ERPs from the 1990s.

We operate with a sense of urgency and accountability, moving quickly to achieve our goals.

Why This Role is Crucial

In just 18 months, we've secured over $100 million in funding from top-tier investors, including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, alongside contributions from more than 20 influential angel investors who have previously built and scaled successful companies.

Our rapid growth is attributed to our commitment to excellence and a dedicated team comprised of talent from leading tech and accounting firms, including Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J. P. Morgan, Bloomberg, Sage, Xero, and Intuit. Some team members may not have prestigious resumes but are eager for a chance to showcase their skills.

As a small but rapidly expanding team, we invite you to join us at this exciting stage.

This is a dynamic, hands-on position with complete ownership. We expect you to elevate standards and strive for excellence.

Your Impact in This Role

The Customer Success Management role at DualEntry combines elements of traditional account management, customer support, and ERP consulting.

You will have the drive to establish a world-class Customer Success Management team from scratch within one of the most competitive and traditional B2B software industries - ERP.

  • Develop and lead the Customer Success Management team: Recruit, mentor, and nurture high-performing Customer Success Managers; assess performance, create playbooks, and establish the necessary tools and infrastructure to scale CSM effectively.

  • Own end-to-end account management results: Cultivate key customer relationships, implement success plans, and conduct regular check-ins based on customer needs.

About DualEntry

DualEntry is an innovative AI startup revolutionizing the financial technology landscape. Our cutting-edge ERP solution enhances productivity for accounting teams, enabling businesses of all sizes to overcome the challenges posed by outdated systems. Join us on our journey to redefine finance and experience the excitement of working in a rapidly growing startup environment.

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