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DualEntry · 12 hours ago

Technical Accounting Customer Success Lead

NYC Metro Area

Full-time

Onsite

Mid, Senior Level

$100K/yr - $160K/yr

4+ years exp

DualEntry is one of NYC’s fastest-growing AI startups focused on transforming finance with their AI-native ERP. The Accounting Customer Success Lead will manage customer relationships, drive ERP adoption, and work closely with Product and Engineering to influence the product roadmap.

AccountingArtificial Intelligence (AI)Enterprise Resource Planning (ERP)

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 amp; 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, 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

Qualification

ERP ImplementationAccounting ExperienceTechnical AptitudeSQLMicrosoft ExcelGoogle SheetsCustomer SuccessConsulting ExperienceProject Management

Required

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