Senior ERP Implementation Lead - Finance AI

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

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.