Where You'll Create ImpactCustomer Success Management at DualEntry is a mix of traditional account management, customer support and customer success/ERP consulting.
You have maximum drive to build a first-of-kind, world-class Customer Success Management team from the ground up, in one of the most competitive (and archaic) B2B software industries - ERP - in the world.
- Build and lead the CSM team from the ground up: Hire, coach, and develop high-caliber Customer Success Managers; monitor performance, develop playbooks, tools and infrastructure to scale CSM at increasingly high performance
- 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
- 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
- You are a hands-on leader focussed on driving execution and speed
- You have seen CSM or Account Management teams scale from 0 to 50-100 CSMs at a high pace and the required milestones that come with different growth stages
- 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 leadership 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: $150,000+
- Base salary: $140,000 to $220,000
- Variable compensation (renewals/upsells/etc.): $20,000 to $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 restructure like this once in a lifetime. It's hard, it's intense, and it's the most rewarding work you'll ever do.
If you're hungry, driven, and ready to build something massive, climb aboard!
