Customer Success Manager, Trullion
Scaled Accounts
$100-120k
OTE
AI-powered accounting automation platform
Job no longer available
AI-powered accounting automation platform
101-200 employees
Job no longer available
$100-120k
OTE
101-200 employees
Company mission
To make the future accountable.
Role
Who you are
- 2+ years of experience in a client-facing role
- ECommerce/FinTech background and/or experience working in a fast-growth B2B SaaS setting is strongly preferred
- Tech-savvy with strong analytical and technical skills
- Problem-solver, resourceful, and independent
- Past sales development experience is a plus
- Superb written and oral communication skills
- Bachelor's degree - preferably in a quantitative field
What the job involves
- As the Scaled Customer Success Manager, you will fully own the relationship with our mid-market 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 scale clients, ensuring that these clients continue to receive stellar support and attention
- Lastly, you will work closely with other teams at Trullion to surface customer feedback and facilitate growth opportunities when relevant
- Onboard and train new clients to Trullion’s system
- Renew all of the clients in your book of business
- Create and implement a client engagement strategy for mid-market accounts
- Organize quarterly webinars for mid-market accounts
- Work with Account Executives to identify and close upsell opportunities
- Partner with other teams to surface customer feedback and ensure client satisfaction
- Maintain accurate records of customer interactions and support cases in the CRM system
- Participate in client meetings and demonstrate product features and capabilities
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.
Salary benchmarks
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