Accounting Customer Success Lead

DualEntry

• $100K — $160K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in ERP, accounting audit, or finance solutions, preferably in-house or public accounting
  • Experience with ERP implementation or finance professional services
  • Proficiency in translating accounting requirements into system configurations
  • Strong technical skills including SQL and software platform adaptability
  • Expertise in Microsoft Excel and Google Sheets
  • Bonus: Experience in consulting or account management

Responsibilities

  • Manage end-to-end account management and customer relationships
  • Deliver trainings and optimize workflows for ERP adoption
  • Troubleshoot and resolve critical issues for high-tier accounts
  • Develop and improve customer support procedures and documentation
  • Collaborate with Product and Engineering to prioritize feature requests
  • Build deep expertise in DualEntry to configure systems for accounting needs

Benefits

  • Significant equity ownership in a leading AI company
  • Opportunity to join early and grow with the company
  • Direct influence on product development through feedback
  • Fast-paced work culture with high expectations
  • Engaging team environment with collaboration and minimal bureaucracy
  • Relocation assistance provided for seamless transitions
Full Job Description
Where You'll Create Impact

Accounting Customer Success Management at DualEntry is a mix of traditional account management, customer support and customer success/ERP consulting.

  • 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; this is a hands-on leadership role
  • 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: $85,000+
  • Base salary: $100,000 to $160,000
  • Variable compensation (upsells/renewals/etc.): $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!

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