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Director of Customer Success

Lead the Customer Success team at DualEntry, driving ERP adoption and managing key customer relationships in a fast-paced environment.

Location
New York City
Compensation
$180k–$260k/yr
Level
director
Type
full time · On-site

Posted by employer 1 month 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

AI in the day-to-day

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Requirements

Experience
8+ years
Visa
Sponsorship available

Benefits

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

Joblaze summary

The Director of Customer Success at DualEntry is responsible for managing key customer relationships and ensuring successful ERP adoption through training and workflow optimization. This role requires strong technical skills, including proficiency in SQL and advanced spreadsheet capabilities, alongside a proven track record in building high-performing customer success teams. Ideal candidates will have over eight years of leadership experience in fast-paced environments, particularly in tech or finance sectors. DualEntry's culture emphasizes high agency and collaboration, making it suitable for those who thrive in dynamic settings.

Joblaze insights

Quick facts

Is the Director of Customer Success role remote?
No — this is an on-site role in New York City.
What's the salary range?
DualEntry lists $180,000–$260,000 for this role.
How much experience is required?
At least 8 years of relevant experience for this Director of Customer Success 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: AI/ML, 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 director candidates for this position.
Is this full-time or contract?
Full-time for this Director of Customer Success 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

  • Build and lead a high-performing team of Customer Success Managers, setting them up for success

  • 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 Customer Success leadership, ideally in fast-paced, high-intensity settings

  • You've built a world-class CS org before, and you know what great looks like

  • Strong technical aptitude (incl. SQL) and ability to quickly learn new software platforms

  • Expert Microsoft Excel/Google Sheets skills

  • Bonus: Experience in ERP, accounting, accounting audit, finance solutions or professional services.

 

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: $180,000 - $260,000

  • Commission: $15,000 - $45,000

  • 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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