Customer Success Lead/Manager
Core
Own end-to-end account management outcomes, drive ERP adoption and expansion, and operationalize customer support for finance teams using an AI-native ERP.
Role type
Senior Customer Success Lead/Manager (ERP implementation & account management)
Builds
AI-native ERP (DualEntry) for finance teams
Domain
Fintech / Accounting / ERP
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
ERP implementation, finance professional services, project management, ERP usage (NetSuite, Intacct), translating accounting requirements to system configurations, SQL, Microsoft Excel/Google Sheets
Preferred skills
Professional services, consulting, account management
Technologies
NetSuite, Intacct, SQL, Microsoft Excel, Google Sheets
Responsibilities
Manage key customer relationships and run success plans, deliver and systemize trainings to optimize workflows, resolve critical issues for high-tier accounts, create and improve SOPs and support documentation, work with Product and Engineering to relay bugs and influence roadmap, develop deep expertise in DualEntry and translate accounting requirements into configurations
Seniority
Senior, hands-on IC
