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 achieve more in less time, propelling businesses from $5M‑ARR to NYSE‑listed companies to rely on automation for manual data entry. We’re making the one‑person finance team a reality and moving the legacy ERP market forward. Why This Role Matters Now Since our launch 18 months ago, we’ve raised over $100 million from top investors such as Lightspeed, Khosla, Contrary, Google Ventures, and more than 20 angel investors. We’ve built a high‑performance team from leading tech and accounting firms, and we’re expanding fast. Your work as Customer Success Lead will help sustain that momentum. Location New York City, HQ at 7 World Trade Center. Where you’ll create impact Own end‑to‑end account management outcomes: manage key relationships, run success plans, and lead recurring check‑ins based on customer tiers you develop. Own ERP adoption & expansion: deliver and system‑ize 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, and support documentation, while providing support for owned accounts. Drive cross‑team collaboration: work closely with Product and Engineering to relay bugs, prioritize feature requests, and influence the roadmap. Become a product expert: develop deep expertise in DualEntry and translate real accounting requirements into system configurations. What Sets You Up For Success Hard‑core work ethic and high agency. 4+ years of experience in ERP, accounting audit, finance solutions, or public accounting. ERP implementation, finance professional services, or project management experience. Hands‑on experience implementing ERPs such as NetSuite or Intacct. Proven ability to translate accounting requirements into system configurations and automated workflows. Strong technical aptitude (incl. SQL) and ability to learn new software quickly. Expert Microsoft Excel/Google Sheets skills. Bonus: professional services/consulting/account management experience. Why you’ll thrive here Significant equity ownership in one of the top AI companies. Early‑stage growth with direct impact on product. Feedback shapes the product directly. High‑speed, high‑trust culture with ambitious mission. Opportunity to build the next generation ERP in a market that has not seen new entrants for 30+ years. 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 401(k) benefits On‑site team culture – high collaboration, no bureaucracy. #J-18808-Ljbffr