Accounting Customer Success Lead

DualEntry

1d•Onsite

About The Position

Founded in 2024, DualEntry is one of the world’s fastest-growing AI startups, revolutionizing the ERP market. The company's AI-native ERP system helps accounting teams achieve more in less time, automating manual data entry for businesses ranging from $5M-ARR to NYSE-listed companies. DualEntry aims to make the one-person finance team a reality and move past legacy ERP systems. The company operates with urgency and ownership, moving fast. Since its inception 18 months ago, DualEntry has raised over $100,000,000 from prominent investors including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with more than 20 angel investors. The team is composed of sharp, hard-working, and committed individuals from leading tech and accounting companies. As the Accounting Customer Success Lead, this role involves owning traditional account management, customer support, and ERP consulting. It is described as an intense, hands-on role with full ownership, requiring a push for excellence and raising the bar.

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
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
Equity: $33,000 - $55,000
Base Salary: $100,000 - $160,000
Commission: $10,000 - $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 seismic shift like this once in a lifetime. It’s hard, it’s intense, and it’s the most rewarding work you’ll do this decade.