Customer Success Manager, Trullion
Scaled Accounts
$95-115k
OTE
4 days a week in office
AI-powered accounting automation platform
Be an early applicant
AI-powered accounting automation platform
21-100 employees
Be an early applicant
$95-115k
OTE
4 days a week in office
21-100 employees
Company mission
To make the future accountable.
Role
Who you are
- 2+ years of experience in an account management role at a fast-growth B2B SaaS company, ideally in FinTech
- Bachelor's degree required. Finance or accounting background is a plus
- Exceptional interpersonal and communication skills with a strong ability to build trust
- A consultative approach to problem-solving and relationship management
- Technical proficiency with CRM tools is required, and experience with SaaS platforms or other accounting tools is a plus
- Ability to work onsite at the NYC office 4 days per week
What the job involves
- As the Customer Success Manager for Scaled Accounts, you will fully own the relationship with a large portfolio of small-to-medium sized accounts. From onboarding through implementation and renewals, you will be responsible for the client life cycle of your book of business. You will help develop and implement a long-term strategic plan for clients at scale, ensuring that these clients continue to receive stellar support and value. Lastly, you will work cross-functionally with other teams at Trullion to surface customer feedback and facilitate growth opportunities and product enhancements when relevant
- Onboard and train new clients to Trullion’s system
- Drive high retention rates within your book of business
- Execute a client engagement strategy for small-to-medium size accounts, at scale
- Organize quarterly webinars for mid-market accounts
- Partner with other teams to surface customer feedback and ensure client satisfaction
Our take
Isaac Heller and Amir Boldo, both having over a decade of experience in finance, encountered numerous CFOs who aimed to streamline manual processes and reduce audit costs to save money. Drawing from their experience, the pair founded Trullion to address this need.
Trullion is a cloud-based accounting platform that offers a suite of tools to help businesses manage their financial operations more effectively. The platform is designed to streamline accounting processes, improve financial reporting, and enhance data accuracy and integrity.
Trullion has garnered impressive venture backing from major investors like Third Point, StepStone Group, Aleph, and Greycroft, setting it apart from its competitors in the accounting software industry. These investments come at a crucial time when the accounting industry is seeking more innovative solutions. Trullion intends to utilize the funds to accelerate the growth of its AI-powered application and create two new modules that support audit revenue recognition, enhancing its position in the ever-growing market.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Apr 2023
$15m
SERIES A
Feb 2022
$15m
SERIES A
Total funding: $30.5m
Company benefits
- Treat yourself: All the beer, snacks, and coffee you can imagine
- Celebrate good times: Team Happy Hours, birthday parties, and company fun days
- Invest in your future: Equity for all employees. Because we care
Company HQ
Civic Center, New York, NY
Leadership
Isaac Heller
(CEO)Previously worked at Visual Lease as the Director and then Vice President. Also worked at Sabre Corporation in multiple roles, including Senior Manager and Principal Product Manager.
Amir Boldo
(CTO)Previously served as the Senior Vice President of R&D at Silverfort. Also an experienced Software Engineer and worked at Zerto as a Software Team Lead.
Salary benchmarks
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