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Customer Success Lead/Manager

Lead customer success initiatives at DualEntry, driving ERP adoption and managing key customer relationships in a high-growth environment.

Location
New York City
Compensation
$140k–$190k/yr
Level
lead
Type
full time · On-site

Posted by employer 4 months ago

First seen on Joblaze 1 week ago

Last verified on the company career page 1 day ago

Apply at DualEntry → Save job Scanned from dualentry.com

Skills & Technologies

AI in the day-to-day

DualEntry's AI-native ERP automates accounting processes.

Requirements

Experience
4+ years
Visa
Sponsorship available

Benefits

401k Match Education Budget Unlimited PTO Equity/Stock Options Health Insurance Relocation Assistance

Joblaze summary

The Customer Success Lead/Manager at DualEntry is responsible for managing key customer relationships, ensuring successful ERP adoption, and resolving critical issues for high-tier accounts. This role requires a strong background in ERP systems, accounting, and project management, with a preference for candidates who have experience in public accounting or finance solutions. Ideal candidates are those with a proven ability to translate accounting needs into system configurations and possess strong technical skills. DualEntry's fast-paced environment emphasizes high agency and collaboration across teams, making it suitable for individuals who thrive under pressure.

Joblaze insights

Quick facts

Is the Customer Success Lead/Manager role remote?
No — this is an on-site role in New York City.
What's the salary range?
DualEntry lists $140,000–$190,000 for this role.
How much experience is required?
At least 4 years of relevant experience for this Customer Success Lead/Manager role.
Where is the role based?
DualEntry is hiring for this position in New York City.
What's the tech stack?
Joblaze extracted these technologies from the posting: ERP, Google Sheets, Microsoft Excel, SQL.
Does DualEntry sponsor work visas for this role?
Yes — the posting indicates visa sponsorship is available for the right candidate.
What seniority level is this role?
DualEntry targets lead candidates for this position.
Is this full-time or contract?
Full-time for this Customer Success Lead/Manager role at DualEntry.

From the original posting

About DualEntry

DualEntry is building the OS for finance.

 

Every business needs a financial system of record, yet the world's largest fintech market ($220B+) still runs on software from the 1990s. DualEntry's AI-native ERP automates accounting from data entry to close, so finance teams move faster, spend less and incur less risk.

 

In just 2 years we've raised $100M+ from Lightspeed, Khosla Ventures, Contrary and Google Ventures and earned the trust of customers from $5M ARR to publicly traded companies.

 

We hire outliers - people who have achieved difficult things, in their careers or beyond. You'll find leaders, colleagues who've competed at the highest levels of sport, performed on Broadway, trained with UFC champions and founded the country’s largest Python community.

 
 

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, high-trust environment with high expectations

     

Meet the CX Team

  • Natalee took a customer live in 3 weeks, created an onboarding implementation playbook driving best practices and milestones, which standardized our project methodology

  • Nathan inherited 4 complex implementations in his first month, took 2 of them live (put a detailed plan together for the other two), and used Claude to build an internal implementation tracker

  • Petro personally manages 20 customers (and growing), he is an SME in complex tax situations and our customers have praised him as a “true gentleman”!

     

Benefits & Compensation

  • Equity: $35,000 - $50,000

  • Base Salary: $140,000 - $190,000

  • Commission: $15,000 - $35,000

  • Medical, dental & vision insurance

  • One Medical membership

  • Mental health support (Talkspace)

  • Fertility & family-building support (Kindbody)

  • Virtual healthcare (Teladoc Health)

  • 401(k) benefits

  • Commuter benefits

  • Learning & development budget for courses, certifications & language learning

  • Unlimited AI tokens

  • AI skills development & enablement

  • Visa & permanent residence sponsorship

  • Relocation support for employees moving to New York

  • Flexible PTO (27 days, including public holidays)

  • Collaborative, in-office culture with no bureaucracy

  • Snacks, drinks, team events & more

 

“I joined DualEntry to help redefine an industry that hasn't changed in thirty years. My work sits at the intersection of accounting, finance, data, technology, AI, and customer support. It's demanding, but every customer that goes live is a finance team closing their books faster than they ever have, which makes it all worth it.”

Nathan Kim, CPA - Implementations Lead at DualEntry

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