ERP Success Lead - Drive Adoption & Upsell Growth

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

Benefits offered by this job

15 PTO days + 12 public holidays

Full medical, dental & vision insurance

Commuter benefits

401k benefits

Job summary

DualEntry Business Corporation is looking for an Accounting Customer Success Lead in New York City. In this role, you'll manage key customer relationships, optimize workflows, and resolve critical issues, ensuring successful ERP adoption for clients.

The ideal candidate has over 4 years of ERP or finance experience, strong technical skills, and a proven ability to translate accounting needs into actionable solutions. Benefits include a competitive salary with equity ownership and comprehensive healthcare.

Qualifications

• 4+ years of experience in ERP, accounting audit, or finance solutions required.
• Experience using or implementing ERPs like NetSuite or Intacct.
• Proven ability to translate accounting requirements into system configurations.

Responsibilities

• Manage key customer relationships and lead recurring check-ins.
• Deliver trainings, optimize customer workflows, and drive upsell opportunities.
• Resolve critical issues for high-tier accounts post-go-live.

Skills

ERP Implementation

Accounting audit

Project management

SQL

Microsoft Excel

Google Sheets

Education

4+ years of experience in ERP or finance solutions

Tools

NetSuite

Intacct

Job description

DualEntry Business Corporation is looking for an Accounting Customer Success Lead in New York City. In this role, you'll manage key customer relationships, optimize workflows, and resolve critical issues, ensuring successful ERP adoption for clients.

The ideal candidate has over 4 years of ERP or finance experience, strong technical skills, and a proven ability to translate accounting needs into actionable solutions. Benefits include a competitive salary with equity ownership and comprehensive healthcare.