Director of Customer Success

Posted 8 Days Ago
Be an Early Applicant
New York City, NY, USA
In-Office
45K-260K Annually
Senior level
Software
The Role
Own end-to-end account management, customer support, and ERP consulting. Build and lead a high-performing team, drive ERP adoption, trainings, month-end workflow optimization, and upsell expansion. Serve as escalation point for high-tier accounts, operationalize support SOPs and documentation, and partner with Product and Engineering to prioritize bugs and feature requests while becoming a product and accounting-systems expert.
Summary Generated by Built In
About DualEntry

Founded in 2024, DualEntry is one of the world’s fastest-growing AI startups.

 

At DualEntry, the future of finance is being written today. ERP is one of the largest fintech markets in the world ($220,000,000,000+). Yet, tens of thousands of companies are still using on-premise systems, and the industry has not seen new entrants in more than 30 years.

 

Our AI-native ERP lets accounting teams achieve more in less time. $5M-ARR businesses to NYSE-listed companies trust DualEntry to automate away manual data entry work with AI. We’re finally making the one-person finance team a reality and putting the pain of legacy ERPs from the 1990’s in the past.

 

We operate with urgency and ownership. We move fast.

 
Why This Role Matters Now

Since starting 18 months ago, we’ve raised $100,000,0000+ from world-class investors such as Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures and Google Ventures, as well as more than 20 angel investors who’ve built, scaled, and exited some of the most impactful companies of the last decade.

 

We got there by moving incredibly fast and hiring an exceptionally sharp, hard-working and deeply committed team from leading tech and accounting companies — Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero and Intuit. And some of us don't have a fancy logo on our resume and are here for a shot to prove ourselves.

 

We’re a small team, growing fast with huge momentum - join early.

 

As our Director of Customer Success, you'll own account management, customer support, and ERP consulting. You'll build and lead a high-performing team, driving customer adoption, retention and long-term growth.

This is an intense, hands-on role with full ownership. We expect you to push for excellence and raise the bar.

 

📍 Location: New York City HQ, 7 World Trade Center

 
Where you'll create impact
  • Own e2e account management outcomes: Manage key customer relationships, run success plans, and lead recurring check-ins, based on customer tiers you’ve developed

  • Own ERP adoption & expansion: Deliver and systemize trainings, optimize customer workflows (especially month-end close), and drive upsell/cross-sell opportunities

  • Be the ultimate escalation point: Resolve critical issues for high-tier accounts post-go-live

  • Operationalize customer support: Create and continuously improve SOPs, best practices, support documentation center, and overall support processes, while handling support for your owned accounts

  • Build and lead a high-performing team of Customer Success Managers, setting them up for success

  • Drive cross-team: Work closely with Product and Engineering to relay bugs, prioritize feature requests, and influence product roadmap

  • Become a product expert: Develop deep expertise in using DualEntry and translate real accounting requirements into system configurations

What sets you up for success
  • Hardcore work ethic and high agency

  • 8+ years of Customer Success leadership, ideally in fast-paced, high-intensity settings

  • You've built a world-class CS org before, and you know what great looks like

  • Strong technical aptitude (incl. SQL) and ability to quickly learn new software platforms

  • Expert Microsoft Excel/Google Sheets skills

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

Why you’ll thrive here
  • Significant equity ownership in one of the top AI companies in the world

  • You’re joining early and will grow with DualEntry

  • Your feedback shapes the product directly

  • High-speed culture

  • High-trust environment with high expectations

  • Ambitious mission - ERP is one of the largest B2B software markets in the world ($220bn per year), this is a once in a lifetime opportunity to build the next generation ERP in an industry that has not seen new entrants in 30+ years

 
Compensation & Benefits
  • Equity: $35,000 - $50,000

  • Base Salary: $180,000 - $260,000

  • Commission: $15,000 - $45,000

  • 15 PTO days + 12 public holidays

  • Full medical, dental & vision insurance

  • Commuter benefits

  • 401k benefits

  • On-site team culture - high collaboration, no bureaucracy

 

We hire the best, expect the best, and give you the masterclass of your career - an archaic and huge industry like ERP only goes through a seismic shift like this once in a lifetime. It’s hard, it’s intense, and it’s the most rewarding work you’ll do this decade.

 

If you’re hungry, driven, and ready to build something massive, climb aboard!

Skills Required

  • 8+ years of experience in ERP, accounting audit, accounting or finance solutions (in-house or public accounting preferred).
  • ERP implementation, finance professional services, or project management experience.
  • Experience using or implementing ERPs (e.g., NetSuite, Intacct).
  • Proven ability to translate accounting requirements into system configurations and automated workflows.
  • Strong technical aptitude including SQL and ability to learn new software platforms quickly.
  • Expert Microsoft Excel and Google Sheets skills.
  • Experience building and leading high-performing customer success or professional services teams.
  • Professional services, consulting, or account management experience.
  • Hardcore work ethic and high agency.
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The Company
HQ: New York, NY

What We Do

DualEntry is the first ERP built AI-native from the ground up. You can close the books faster by automating 90% of manual tasks with DualEntry AI, freeing up time to focus on strategy and helping your business scale without adding to headcount. A one-person finance team? It's possible with DualEntry. Mid-market enterprises that have outgrown starter cloud and on-premise finance systems choose DualEntry to scale to IPO. You can handle multiple entities, multiple currencies, real-time reporting, and high transaction volumes on one customizable platform. Our customers range from enterprises with $5M in annual revenue to NYSE-listed businesses. DualEntry is based in New York City and was founded by two experienced entrepreneurs who previously built a $100M-revenue business. In October 2025 we announced a $90M Series A from Lightspeed Venture Partners, Khosla Ventures, and GV (Google Ventures).

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