Accounting Customer Success Lead

About DualEntry Founded in 2024, DualEntry is one of the world’s fastest-growing AI startups. Our AI-native ERP helps accounting teams automate manual data entry, enabling faster month‑end close for businesses ranging from $5M‑ARR to NYSE‑listed firms. Location New York City HQ – 7 World Trade Center Role: Accounting Customer Success Lead Own traditional account management, customer support, and ERP consulting. Responsibilities Own end‑to‑end account management outcomes: manage key customer relationships, run success plans, and lead recurring check‑ins across customer tiers. 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 owned accounts. Drive cross‑team collaboration: work closely with Product and Engineering to relay bugs, prioritize feature requests, and influence the product roadmap. Become a product expert: develop deep expertise in DualEntry and translate real accounting requirements into system configurations. Qualifications 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. Benefits Significant equity ownership in one of the top AI companies. Join early and 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 ($220 bn per year); unique opportunity to build the next generation ERP. Compensation & Benefits 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. #J-18808-Ljbffr DualEntry