Customer Success Lead

About the role

DualEntry is seeking a Customer Success Lead to manage key customer relationships and drive ERP adoption and expansion. You will act as the ultimate escalation point for high-tier accounts, operationalize support processes, and collaborate with Product and Engineering teams to influence the product roadmap. This role requires deep expertise in accounting requirements and the ability to translate them into system configurations.

Responsibilities

• Manage key customer relationships, run success plans, and lead recurring check-ins.
• Deliver and systemize trainings, optimize customer workflows, and drive upsell/cross-sell opportunities.
• Resolve critical issues for high-tier accounts post-go-live.
• Create and continuously improve SOPs, best practices, and support documentation.
• Work closely with Product and Engineering to relay bugs, prioritize feature requests, and influence product roadmap.
• Develop deep expertise in using DualEntry and translate real accounting requirements into system configurations.

Required skills

• ERP
• Accounting
• Accounting audit
• Finance solutions
• ERP Implementation
• Project management
• NetSuite
• Intacct
• SQL
• Microsoft Excel
• Google Sheets

Nice to have

• Professional services
• Consulting
• Account management

Qualifications

• 4+ years of experience in ERP, accounting audit, accounting or finance solutions
• Experience in an in-house or public accounting role

Benefits

• Private medical insurance
• Mental health support
• Fertility support
• Group life insurance
• Workplace pension
• Flexible PTO
• Home internet support
• Co-working space support
• Learning & development budget

About the Company

DualEntry is building an AI-native ERP to automate accounting from data entry to close. The company has raised over $100M from investors including Lightspeed, Khosla Ventures, Contrary, and Google Ventures.