Accounting Customer Success Lead/Manager

DualEntry•New York, NY

15d•$100,000 - $160,000•Onsite

About The Position

About DualEntry Founded in 2024, DualEntry is one of the world’s fastest-growing AI startups. At DualEntry, the future of finance is being written today. ERP is one of the largest fintech markets in the world ($220,000,000,000+). Yet, tens of thousands of companies are still using on-premise systems, and the industry has not seen new entrants in more than 30 years. Our AI-native ERP lets accounting teams achieve more in less time. $5M-ARR businesses to NYSE-listed companies trust DualEntry to automate away manual data entry work with AI. We’re finally making the one-person finance team a reality and putting the pain of legacy ERPs from the 1990’s in the past. We operate with urgency and ownership. We move fast. Why This Role Matters Now Since starting 18 months ago, we’ve raised $100,000,0000+ from world-class investors such as Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures and Google Ventures, as well as more than 20 angel investors who’ve built, scaled, and exited some of the most impactful companies of the last decade. We got there by moving incredibly fast and hiring an exceptionally sharp, hard-working and deeply committed team from leading tech and accounting companies — Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero and Intuit. And some of us don't have a fancy logo on our resume and are here for a shot to prove ourselves. We’re a small team, growing fast with huge momentum - join early. As Accounting Customer Success Lead , you’ll build and lead the customer success team from the ground up (from 0 to 50+ CSMs), owning end-to-end customer outcomes, creating the CSM infrastructure and playbooks, driving ERP adoption and renewals/upsells, and serving as the hands-on escalation point for critical accounts while partnering closely with Product and Engineering to shape the roadmap. 📍 Location: New York City HQ (EST)

Requirements

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

Nice To Haves

Professional services / consulting/ account management experience

Responsibilities

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, 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

Benefits

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.
It’s hard, it’s intense, and it’s the most rewarding work you’ll do this decade.
Full medical, dental & vision insurance
Commuter benefits
401k benefits
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 seismic shift like this once in a lifetime.
If you’re hungry, driven, and ready to build something massive, climb aboard!
At DualEntry, we believe great products come from diverse teams. We’re an equal opportunity employer, and we’re committed to a culture where everyone feels included, supported, and able to do their best work.