Customer Success Operations Manager, Audit

Trullion•New York, NY

3h•Hybrid

About The Position

Trullion is transforming the accounting world with an AI-powered platform built for accountants and auditors. Our technology automates complex financial workflows, boosts efficiency, reduces costly errors, and fosters real collaboration. Founded in 2019, Trullion is on a mission to make accounting and audit technology people truly love, driving a more efficient, transparent, and human-oriented industry. From rapid onboarding to a seamless managed service model, we deliver a customer-first experience at every step. Headquartered in New York, with offices in Tel Aviv and London, we are backed by top investors, including Aleph, Third Point Ventures, Greycroft, StepStone Group, as well as leading global CFOs and accounting firms. We’re seeking a Customer Success Operations Manager to partner with our Audit CS team. This is not an account-carrying role — you will be a strategic partner to the CSMs to define best practices for renewal strategy, customer-facing materials, and build the systems, playbooks, and automations that enable our CSMs to operate at their best. This role is ideal for someone who has spent time in Customer Success, understands how accounting firms operate, and is energized by building infrastructure that makes customer-facing teams faster, smarter, and more consistent.

Requirements

4+ years in CS Operations, Revenue Operations, or a related SaaS function.
Bachelor's degree required; experience in accounting, audit, or financial services a plus.
Strong Salesforce proficiency.
Analytical mindset - comfortable turning customer and revenue data into structured programs and leadership recommendations.
Demonstrated experience building with AI tools and automation platforms, not just using them.
Clear communicator with experience driving cross-functional initiatives from scoping through execution.
Ability to work onsite at the NYC office 4 days per week.

Nice To Haves

experience in accounting, audit, or financial services a plus.

Responsibilities

Support Audit CX leadership and Audit CSMs through deck preparation, insight generation, and commercial and renewal strategy, equipping the team for high-impact client and executive interactions.
Customize and maintain Audit CS workflows, playbooks, and operating cadences across the full Audit customer lifecycle.
Evaluate customer health scoring, own and improve models to surface churn risk and expansion signals specific to audit firm behavior.
Work to build and maintain dashboards and reporting on retention, NPS, onboarding, and platform adoption in coordination with broader CS leadership.
Define and champion the data strategy and accuracy for the Audit CS org within Salesforce, translating team needs into requirements and working through RevOps to implement, maintain, and scale solutions.
Identify manual processes and develop solutions (in coordination with CX leadership and engineering) to replace them with AI-powered automations, engagement triggers, and scaled programs.
Partner cross-functionally with Product, RevOps, and Sales to support QBRs, renewals, feature rollouts, and roadmap feedback.