Customer Success Manager, Audit

Posted 4 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
130K-150K Annually
Mid level
Artificial Intelligence • Fintech • Information Technology • Financial Services
Trullion is a platform that uses AI to automate workflows for finance, accounting, and audit teams.
The Role
The Customer Success Manager will work with audit firms to enhance workflow efficiency, leveraging audit experience to drive customer adoption and success.
Summary Generated by Built In

Trullion is transforming the accounting world with an AI-powered platform built for accountants and auditors. Our technology automates complex financial workflows, boosts efficiency, reduces costly errors, and fosters real collaboration. Founded in 2019, Trullion is on a mission to make accounting and audit technology people truly love, driving a more efficient, transparent, and human-oriented industry. From rapid onboarding to a seamless managed service model, we deliver a customer-first experience at every step.

Headquartered in New York, with offices in Tel Aviv and London, we are backed by top investors, including Aleph, Third Point Ventures, Greycroft, StepStone Group, as well as leading global CFOs and accounting firms.

We’re seeking a Customer Success Manager to join our growing Audit team. This role is ideal for someone with deep audit experience who can partner closely with audit firms to drive efficiency and effectiveness. Leveraging your expertise, you’ll work with firm leadership to enable adoption, optimize workflows, and help shape the future of auditing.

  • Bachelor’s degree in Accounting or Finance.
  • 3+ years of audit or public accounting experience.
  • 1+ years of experience in Customer Success or a client-facing SaaS role is preferred.
  • Hands-on experience managing audits and a strong understanding of audit workflows and methodologies; able to translate this expertise into customer enablement, goal-setting, and product adoption.
  • Strong communication skills and executive presence, with a track record of building trusted relationships with firm leadership and senior stakeholders.
  • Ability to work onsite at the NYC office 4 days per week.

Trullion's US salary range for this full-time position is $130,000-$150,000 OTE + Benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Contact our recruiting team to find out more about the position. 

Top Skills

SaaS
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The Company
HQ: New York, NY
88 Employees
Year Founded: 2019

What We Do

Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors. By automating financial workflows, Trullion increases efficiency, prevents costly oversights, and drives collaboration. Our mission is to build accounting and audit technology that people love, making the industry more efficient, transparent, and human-oriented. Established in 2019, Trullion is headquartered in New York, with offices in Tel Aviv and London. We are backed by Aleph, Third Point Ventures, Greycroft, StepStone Group, and leading global CFOs, offering a customer-centric experience from speedy implementation to a convenient managed service model.

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