Enterprise Customer Success Manager, Office of the CFO

Trullion

$130K — $160K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in a client-facing role at a B2B SaaS company managing enterprise accounts
  • Bachelor's degree with a strong grasp of accounting or finance concepts
  • Experience managing a multi-million dollar book of business
  • Ability to run structured discovery and change management in large organizations
  • Consultative mindset with proven success in account growth

Responsibilities

  • Own the full lifecycle for approximately 30 enterprise accounts from onboarding to renewals
  • Lead complex implementations involving multiple stakeholders and drive adoption
  • Identify new use cases and opportunities for account expansion
  • Conduct executive business reviews that focus on ROI and efficiency gains
  • Collaborate with Product, Marketing, and Implementation teams to enhance the enterprise experience

Benefits

  • Flexible work arrangement with onsite requirement of 3 days per week
  • Strong support for professional development
  • Engaging company culture focused on collaboration and innovation
  • Involvement in shaping product roadmap based on customer feedback
Full Job Description
Description

We9re seeking an Enterprise CSM to own strategic relationships with our largest, most complex accounts - the Controllers, VPs of Finance, and CFOs who need Trullion to be mission-critical to how they run accounting. This is a high-autonomy, entrepreneurial role: you9ll run deep discovery into how large finance orgs actually operate, build the internal coalitions needed to drive adoption, and translate platform usage into the financial outcomes executives care about - audit readiness, close-cycle efficiency, time savings.

Responsibilities

  • Own the full lifecycle for ~30 enterprise accounts. From onboarding through QBRs/EBRs, renewals, and expansion, with clear accountability for time-to-value and retention.
  • Lead complex, multi-stakeholder implementations, running structured discovery and building internal champions to drive adoption to completion, not just go-live.
  • Proactively uncover new use cases and expansion opportunities within your largest accounts as our product suite grows.
  • Run executive business reviews that speak in ROI, risk reduction, and efficiency gains - not feature adoption.
  • Partner with Product, Marketing, and Implementation to shape roadmap based on customer feedback and ensure a seamless enterprise experience.

Requirements

  • 5+ years as a client-facing CSM, Account Manager, or Implementation Manager at a B2B SaaS company, with direct experience managing enterprise accounts (large ARR, multiple stakeholders, complex org structures).
  • Bachelor9s degree required. Strong command of accounting or finance concepts; experience with lease accounting, revenue assurance, audit, or ERP-adjacent workflows is a significant plus.
  • Experience managing a multi-million dollar book of business with a proven track record of driving expansion ARR.
  • Proven ability to run structured discovery and change management inside large organizations, uncovering how teams actually work today and building the coalitions needed to drive adoption to completion, not just go-live.
  • A consultative, commercially-minded approach to account growth, with demonstrated results in retention, expansion, or time-to-value (metrics, not generalities).
  • Ability to work onsite at the NYC office 3 days per week.

Trullion9s salary range for this full-time position is $130,000-$160,000 OTE + Benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Get in touch with our recruiting team for more information.

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