Implementation Manager/Director

DualEntry; New York (NY); On-site; USD 200,000 - 280,000; Full time

Benefits offered by this job

Equity ownership

Base salary + commission

Medical, dental & vision insurance

One Medical membership

Mental health support

Fertility & family-building support

Virtual healthcare

401(k) benefits

Commuter benefits

Learning & development budget

Unlimited AI tokens

AI skills development

Visa & permanent residence sponsorship

Relocation to New York

Flexible PTO

Job summary

DualEntry, a fast-growing fintech startup, is seeking a senior customer success professional to own ERP implementations and long-term customer relationships in New York. You will lead onboarding, go-live, and ongoing CX, collaborating with founders, product, and engineering to shape the roadmap from real customer feedback.

The role demands seven years in ERP implementations or accounting/advisory, with a strong CPA/audit background preferred.

Qualifications

• 7 years of experience in ERP implementations, ERP functional consulting, or accounting/advisory.
• Strong preference for an accounting or audit background (CPA or Big 4 is a major plus)
• Deep understanding of ERP systems, finance workflows, and implementation best practices
• You’re a customer-service extraordinaire who loves solving complex problems
• You thrive in fast-moving, early-stage environments with high ownership
• Expertise in Accounting, audit, ERP systems, CPA

Responsibilities

• Own end-to-end ERP implementations and long-term customer relationships
• Deliver onboarding, go-live execution, and ongoing CX excellence
• Collaborate with founders, product, and engineering to shape the roadmap based on real customer feedback
• Establish and evolve implementation methodologies, processes, and operational standards
• Challenge the status quo of what world-class ERP customer success looks like
• Drive outcomes that meaningfully accelerate customer adoption and satisfaction

Skills

ERP implementations

Accounting

Auditing

Customer service

Fast-paced environment

Education

CPA preferred

Tools

ERP systems

Job description

About DualEntry

DualEntry is building the OS for finance.

Every business needs a financial system of record, yet the world's largest fintech market ($220B+) still runs on software from the 1990s. DualEntry's AI-native ERP automates accounting from data entry to close, so finance teams move faster, spend less and incur less risk.

In just 2 years we've raised $100M+ from Lightspeed, Khosla Ventures, Contrary and Google Ventures and earned the trust of customers from $5M ARR to publicly traded companies.

We hire outliers - people who have achieved difficult things, in their careers or beyond. You'll find leaders, colleagues who've competed at the highest levels of sport, performed on Broadway, trained with UFC champions and founded the country’s largest Python community.

Where You'll Create Impact

• You’ll own end-to-end ERP implementations and long-term customer relationships

• You’ll deliver best-in-class onboarding, go-live execution, and ongoing CX excellence

• You’ll collaborate with founders, product, and engineering to shape the roadmap based on real customer feedback

• You’ll establish and evolve implementation methodologies, processes, and operational standards

• You’ll challenge the status quo of what world-class ERP customer success looks like

• You’ll drive outcomes that meaningfully accelerate customer adoption and satisfaction

What Sets You Up for Success

• Hardcore work ethic and high agency

• 7 years of experience in ERP implementations, ERP functional consulting, or accounting/advisory

• Strong preference for an accounting or audit background (CPA or Big 4 is a major plus)

• Deep understanding of ERP systems, finance workflows, and implementation best practices

• You’re a customer-service extraordinaire who loves solving complex problems

• You thrive in fast-moving, early-stage environments with high ownership

• Expertise in Accounting, audit, ERP systems, CPA

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, high-trust environment with high expectations

Meet the CX Team

• Natalee took a customer live in 3 weeks, created an onboarding implementation playbook driving best practices and milestones, which standardized our project methodology

• Nathan inherited 4 complex implementations in his first month, took 2 of them live (put a detailed plan together for the other two), and used Claude to build an internal implementation tracker

• Petro personally manages 20 customers (and growing), he is an SME in complex tax situations and our customers have praised him as a “true gentleman”!

Benefits & Compensation

• Equity: $35,000 - $45,000

• Base Salary: $200,000 - $280,000

• Commission: $15,000 - $45, 000

• Medical, dental & vision insurance

• One Medical membership

• Mental health support (Talkspace)

• Fertility & family-building support (Kindbody)

• Virtual healthcare (Teladoc Health)

• 401(k) benefits

• Commuter benefits

• Learning & development budget for courses, certifications & language learning

• Unlimited AI tokens

• AI skills development & enablement

• Visa & permanent residence sponsorship

• Relocation support for employees moving to New York

• Flexible PTO (27 days, including public holidays)

• Collaborative, in-office culture with no bureaucracy

• Snacks, drinks, team events & more

I joined DualEntry to help redefine an industry that hasn't changed in thirty years. My work sits at the intersection of accounting, finance, data, technology, AI, and customer support. It's demanding, but every customer that goes live is a finance team closing their books faster than they ever have, which makes it all worth it.

Nathan Kim, CPA - Implementations Lead at DualEntry