Customer Success Operations Manager, Trullion
Audit
$140-160k
OTE
AI-powered accounting automation platform
Be an early applicant
AI-powered accounting automation platform
101-200 employees
Be an early applicant
$140-160k
OTE
101-200 employees
Company mission
To make the future accountable.
Role
Who you are
- 4+ years in CS Operations, Revenue Operations, or a related SaaS function
- Bachelor's degree required; experience in accounting, audit, or financial services a plus
- Strong Salesforce proficiency
- Analytical mindset - comfortable turning customer and revenue data into structured programs and leadership recommendations
- Demonstrated experience building with AI tools and automation platforms, not just using them
- Clear communicator with experience driving cross-functional initiatives from scoping through execution
- Ability to work onsite at the NYC office 4 days per week
What the job involves
- We’re seeking a Customer Success Operations Manager to partner with our Audit CS team
- This is not an account-carrying role — you will be a strategic partner to the CSMs to define best practices for renewal strategy, customer-facing materials, and build the systems, playbooks, and automations that enable our CSMs to operate at their best
- This role is ideal for someone who has spent time in Customer Success, understands how accounting firms operate, and is energized by building infrastructure that makes customer-facing teams faster, smarter, and more consistent
- Support Audit CX leadership and Audit CSMs through deck preparation, insight generation, and commercial and renewal strategy, equipping the team for high-impact client and executive interactions
- Customize and maintain Audit CS workflows, playbooks, and operating cadences across the full Audit customer lifecycle
- Evaluate customer health scoring, own and improve models to surface churn risk and expansion signals specific to audit firm behavior
- Work to build and maintain dashboards and reporting on retention, NPS, onboarding, and platform adoption in coordination with broader CS leadership
- Define and champion the data strategy and accuracy for the Audit CS org within Salesforce, translating team needs into requirements and working through RevOps to implement, maintain, and scale solutions
- Identify manual processes and develop solutions (in coordination with CX leadership and engineering) to replace them with AI-powered automations, engagement triggers, and scaled programs
- Partner cross-functionally with Product, RevOps, and Sales to support QBRs, renewals, feature rollouts, and roadmap feedback
Our take
Isaac Heller and Amir Boldo, both having over a decade of experience in finance, encountered numerous CFOs who wished 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 is utilising 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
Insights
49% employee growth in 12 months
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
(Co-Founder & President)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.
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