Customer Success Manager, Trullion
$100-125k
OTE
4 days a week in office
AI-powered accounting automation platform
Posted today
AI-powered accounting automation platform
21-100 employees
Posted today
$100-125k
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 a client-facing, account management role at a fast-growth B2B SaaS company, ideally in FinTech
- Exceptional interpersonal and communication skills with a strong ability to build trust
- A consultative approach to problem-solving and relationship management
- Technical proficiency. Familiarity with accounting software, audit tools, and SaaS platforms is a plus
- Bachelor's degree required
- Ability to work onsite at the NYC office 4 days per week
What the job involves
- We are seeking a Customer Success Manager with proven client-facing and account management experience to own the relationship with mid-market accounts
- From onboarding through implementation and renewals, you will be responsible for the client life cycle of your book of business
- Lastly, you will work closely with other teams, including Product at Trullion to surface customer feedback and facilitate growth opportunities when relevant
- Onboard and train new clients to Trullion’s system
- Manage renewals for all clients in your book of business. Drive and negotiate contract renewals and pricing adjustments
- Identify opportunities to expand client relationships by upselling additional tools and services
- Collaborate with internal teams to escalate and resolve technical issues
- Provide actionable client feedback to influence product development and strategic priorities
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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