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DualEntry · 2 days ago

Head of Accounting Success (AI ERP)

NYC Metro Area

Full-time

Onsite

Director/Executive

$140K/yr - $220K/yr

8+ years exp

DualEntry is one of NYC’s fastest-growing AI startups focused on transforming the finance sector with their AI-native ERP solutions. The Head of Accounting Customer Success Management will build and lead the customer success team, manage key customer relationships, and drive ERP adoption and renewals while collaborating closely with Product and Engineering teams.

AccountingArtificial Intelligence (AI)Enterprise Resource Planning (ERP)

Responsibilities

Build and lead the CSM team from the ground up: Hire, coach, and develop high-caliber Customer Success Managers; monitor performance, develop playbooks, tools and infrastructure to scale CSM at increasingly high performance

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

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

Qualification

ERP ImplementationCustomer Success ManagementAccount ManagementSQLMicrosoft ExcelGoogle SheetsProject ManagementTechnical AptitudeProfessional ServicesConsulting Experience

Required

Hardcore work ethic and high agency

You are a hands-on leader focussed on driving execution and speed

You have seen CSM or Account Management teams scale from 0 to 50-100 CSMs at a high pace and the required milestones that come with different growth stages

8+ 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 leadership 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