ERP Customer Success Lead - Equity & Growth

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

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.