Implementations & CX Lead (AI ERP)

DualEntry; United States; Remote; USD 127,680 - 272,400; Full time

Benefits offered by this job

Competitive base salary + significant equity ownership

15 PTO days + public holidays

High-trust environment

Job summary

An innovative AI startup is seeking an Implementations & CX Lead to enhance customer success from onboarding through implementation. The ideal candidate will have significant experience in B2B SaaS and ERP projects, with a strong focus on customer service and relationship management. This is an excellent opportunity to influence the product roadmap and thrive in a fast-paced, high-growth environment.

Qualifications

• Experience in ERP implementations or management consulting.
• Background in accounting or audit preferred.

Responsibilities

• Own relationships with customers from onboarding to go-live.
• Serve as a primary contact and bridge between customers and the company.
• Implement best practices in ERP.

Skills

Customer service skills

Problem-solving

Empathy

Proactivity

Strong communication

Education

3–6+ years of experience in B2B SaaS Customer Success

CPA or Big 4 experience

Job description

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Founded in 2024, DualEntry is one of NYC’s fastest-growing AI startups — backed by leading VCs and over 30 unicorn founders.

Our founding team previously scaled a startup to $100M ARR, raised $380M+, and exited successfully.

Now, we’re building what we always wished existed: a modern, AI-native accounting platform that brings clarity, automation, and scale to mid-market finance teams.

We operate with urgency, ownership, and deep focus. We move fast.

Where you'll create impact

As part of the Implementations & CX team, you’ll be owning relationships with our customers and working alongside the growing CX team to deliver the best-in-class customer experience from onboarding to go-live and beyond.

We believe in extreme responsibility and high agency, and this role will be moving the needle by implementing ERP best practices all while keeping an open mind and challenging the status quo of what customer success looks like.

DualEntry is redefining how an ERP should look and feel, and our CX team is no exception.

How you'll work at DualEntry

You’ll serve as a primary point of contact for our customers, and within DualEntry work with the founding team, product and engineering.

You’ll be the bridge between customers and the rest of the company, helping shape the product roadmap based on customer feedback, and influence our methodologies and operations within customer success to provide the best service.

Our culture is built on:

• Speed - we move faster than 90% of startups
• Fun - we have a blast together as a team

We trust in your potential and encourage you to hit the ground running.

What sets you up for success

• 3–6+ years of experience in B2B SaaS Customer Success, ERP implementations, management consulting, or accounting/advisory.
• Strong preference foraccounting or audit background(CPA or Big 4 experience is a major plus)
• You’re a customer service extraordinaire – patient, empathetic and a problem solver.
• You’re excited by the chaos of early-stage work - and you bring order to it
• You’re proactive, curious, and deeply motivated by ownership and impact

Why you’ll thrive here

• You’ll be early - and that means influence, responsibility, and fast learning
• We’re product-first and customer-obsessed - your feedback actually shapes the roadmap
• Competitive base salary + significant equity ownership
• 15 PTO days + public holidays
• High-trust environment with high expectations - and full transparency
• Equity: $50K+
• Time Off: 15 PTO days + 12 public holidays

If you’re excited to build the future of ERP with your own hands and work directly with founders at an early-stage, high-growth AI startup with huge momentum — we’d love to hear from you.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Software Development

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