Director of Customer Success

DualEntry

$140K — $210K *
Enterprise Technology
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of ERP, accounting audit, or financial solutions experience, preferably in-house or public accounting.
  • Experience in ERP implementation or project management in finance professional services.
  • Proficient in using or implementing ERPs like NetSuite or Intacct.
  • Strong ability to translate accounting requirements into system configurations.
  • Technical aptitude, including SQL, and quick adaptability to new software platforms.
  • Expertise in Microsoft Excel and Google Sheets.
  • Bonus: Experience in professional services, consulting or account management.

Responsibilities

  • Own end-to-end account management outcomes including key customer relationships and success plans.
  • Drive ERP adoption and expansion through training and workflow optimization.
  • Serve as the ultimate escalation point for critical issues in high-tier accounts post-go-live.
  • Develop and enhance customer support processes, SOPs, and documentation while managing your accounts.
  • Collaborate closely with Product and Engineering teams to prioritize feature requests and address bugs.
  • Become an expert in DualEntry and adapt it to fit real accounting needs.

Benefits

  • Significant equity ownership in a leading AI company.
  • Opportunity to join early and grow with the company.
  • Directly influence product development with your feedback.
  • Dynamic, fast-paced company culture.
  • High-trust environment that sets high expectations.
  • Chance to pioneer within a huge B2B software market with little recent competition.
Full Job Description


As our Director of Customer Success, you'll own account management, customer support, and ERP consulting. You'll build and lead a high-performing team, driving customer adoption, retention and long-term growth.

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
  • 8+ 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: $45,000 - $70,000
  • Base Salary: $140,000 - $210,000
  • 15 PTO days + 12 public holidays
  • Full medical, dental & vision insurance
  • Commuter benefits
  • 401k benefits
  • On-site team culture - high collaboration, no bureaucracy


If you're hungry, driven, and ready to build something massive, climb aboard!

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