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DualEntry

AI-native ERP automating mid-size finance operations

Director of Customer Success

Account ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 8 years of Customer Success leadership experience, ideally in fast-paced, high-intensity settings.
  • Prior experience building a world-class Customer Success organization.
  • Strong technical aptitude, including SQL, and ability to quickly learn new software platforms.
  • Expert Microsoft Excel and Google Sheets skills.

Responsibilities

  • Own end-to-end account management outcomes by managing key customer relationships, running success plans, and leading recurring check-ins based on developed customer tiers.
  • Own ERP adoption and expansion by delivering and systematizing trainings, optimizing customer workflows—especially month-end close—and driving upsell and cross-sell opportunities.
  • Serve as the ultimate escalation point by resolving critical issues for high-tier accounts after go-live.
  • Operationalize customer support by creating and continuously improving standard operating procedures, best practices, a support documentation center, and overall support processes, while handling support for owned accounts.
  • Build and lead a high-performing team of Customer Success Managers and set them up for success.
  • Work closely with Product and Engineering to relay bugs, prioritize feature requests, and influence the product roadmap.
  • Develop deep expertise in using DualEntry and translate real accounting requirements into system configurations.

Desired Qualifications

  • Experience in ERP, accounting, accounting audit, finance solutions, or professional services.

About the Company

DualEntry

AI-native ERP automating mid-size finance operations

DualEntry provides an AI-powered ERP platform for mid-sized businesses to manage finance and accounting. It runs as a cloud-based SaaS that automates reconciliations, reporting, compliance, and multi-entity accounting, with real-time dashboards and anomaly detection, and can migrate data in 24 hours without external consultants. It targets mid-sized firms that have outgrown lightweight tools by offering AI-driven automation and multi-entity support that replaces legacy software. Its goal is to help finance teams run operations more smoothly and quickly with an adaptable ERP upgrade path and real-time financial insights.

Company size
51-200
Company stage
Series A
Total funding
$96M
Headquarters
New York City, New York
Founded
2024

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