Customer Success Lead/Manager

Dualentry; New York (NY); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Equity ownership

Base salary

Commission

PTO 15 days + holidays

Medical, dental & vision

Commuter benefits

401k

On-site culture

Job summary

DualEntry, New York City HQ, is seeking a Customer Success Lead who will own account management, customer support, and ERP consulting for a fast-growing fintech AI-native ERP.

You will drive onboarding, trainings, and expansions while collaborating with Product and Engineering; a strong background in ERP, accounting, and finance is essential.

Our equity-rich, high-speed team offers significant upside and a mission to modernize legacy ERP systems.

Qualifications

• 4+ years of experience in ERP, accounting audit, accounting or finance solutions.
• 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.

Responsibilities

• Own e2e account management outcomes: manage key customer relationships, run success plans, and lead recurring check-ins.
• Own ERP adoption & expansion: deliver trainings, optimize workflows (month-end close), drive upsell/cross-sell opportunities.
• Be the ultimate escalation point: resolve issues for high-tier accounts post-go-live.
• Operationalize customer support: create and improve SOPs, support docs, and processes for owned accounts.
• Drive cross-team: work with Product and Engineering to relay bugs and prioritize feature requests.
• Become a product expert: develop deep DualEntry expertise and translate accounting requirements into configurations.

Skills

ERP implementation

Accounting/finance domain

SQL

Microsoft Excel/Google Sheets

Translate accounting to configurations

Tools

NetSuite

Intacct

Job description

About DualEntry

Founded in 2024, DualEntry is one of the world’s fastest-growing AI startups.

At DualEntry, the future of finance is being written today. ERP is one of the largest fintech markets in the world ($220,000,000,000+). Yet, tens of thousands of companies are still using on-premise systems, and the industry has not seen new entrants in more than 30 years.

Our AI-native ERP lets accounting teams achieve more in less time. $5M-ARR businesses to NYSE-listed companies trust DualEntry to automate away manual data entry work with AI. We’re finally making the one-person finance team a reality and putting the pain of legacy ERPs from the 1990’s in the past.

We operate with urgency and ownership. We move fast.

Why This Role Matters Now

Since starting 18 months ago, we’ve raised $100,000,0000+ from world-class investors such as Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures and Google Ventures, as well as more than 20 angel investors who’ve built, scaled, and exited some of the most impactful companies of the last decade.

We got there by moving incredibly fast and hiring an exceptionally sharp, hard-working and deeply committed team from leading tech and accounting companies — Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero and Intuit. And some of us don't have a fancy logo on our resume and are here for a shot to prove ourselves.

We’re a small team, growing fast with huge momentum - join early.

As our Customer Success Lead, you’ll own traditional account management, customer support and ERP consulting.

This is an intense, hands-on role with full ownership. We expect you to push for excellence and raise the bar.

Location: New York City HQ, 7 World Trade Center

Where you'll create impact

• 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

• 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

What sets you up for success

• 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

Why you’ll thrive here

• Significant equity ownership in one of the top AI companies in the world

• You’re joining early and will 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 in the world ($220bn per year), this is a once in a lifetime opportunity to build the next generation ERP in an industry that has not seen new entrants in 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

• 401k benefits

• On-site team culture - high collaboration, no bureaucracy

We hire the best, expect the best, and give you the masterclass of your career - an archaic and huge industry like ERP only goes through a seismic shift like this once in a lifetime. It’s hard, it’s intense, and it’s the most rewarding work you’ll do this decade.

If you’re hungry, driven, and ready to build something massive, climb aboard!