As our
Accounting Customer Success Lead, you'll own traditional account management, customer support and ERP consulting.
This is an intense, hands-on role with full ownership. We expect you to push for excellence and raise the bar.
Location: New York City HQ, 7 World Trade Center
Where you'll create impact- Own e2e account management outcomes: Manage key customer relationships, run success plans, and lead recurring check-ins, based on customer tiers you've developed
- Own ERP adoption & expansion: Deliver and systemize trainings, optimize customer workflows (especially month-end close), and drive upsell/cross-sell opportunities
- Be the ultimate escalation point: Resolve critical issues for high-tier accounts post-go-live
- Operationalize customer support: Create and continuously improve SOPs, best practices, support documentation center, and overall support processes, while handling support for your owned accounts
- Drive cross-team: Work closely with Product and Engineering to relay bugs, prioritize feature requests, and influence product roadmap
- Become a product expert: Develop deep expertise in using DualEntry and translate real accounting requirements into system configurations
What sets you up for success- Hardcore work ethic and high agency
- 4+ years of experience in ERP, accounting audit, accounting or finance solutions. Strong preference for candidates with experience in an in-house or public accounting role
- ERP Implementation, finance professional services or project management experience
- Experience using or implementing ERPs (e.g., NetSuite, Intacct)
- Proven ability to translate accounting requirements into system configurations and automated workflows
- Strong technical aptitude (incl. SQL) and ability to quickly learn new software platforms
- Expert Microsoft Excel/Google Sheets skills
- Bonus: Professional services / consulting/ account management experience
Why you'll thrive here- Significant equity ownership in one of the top AI companies in the world
- You're joining early and will grow with DualEntry
- Your feedback shapes the product directly
- High-speed culture
- High-trust environment with high expectations
- Ambitious mission - ERP is one of the largest B2B software markets in the world ($220bn per year), this is a once in a lifetime opportunity to build the next generation ERP in an industry that has not seen new entrants in 30+ years
Compensation & Benefits- Equity: $33,000 - $55,000
- Base Salary: $100,000 - $160,000
- Commission: $10,000 - $50,000
- 15 PTO days + 12 public holidays
- Full medical, dental & vision insurance
- Commuter benefits
- 401k benefits
- On-site team culture - high collaboration, no bureaucracy
- We'll cover relocation packages and make the move exciting, not painful!
We hire the best, expect the best, and give you the masterclass of your career - an archaic and huge industry like ERP only goes through a seismic shift like this once in a lifetime.
It's hard, it's intense, and it's the most rewarding work you'll do this decade.If you're hungry, driven, and ready to build something massive, climb aboard!
