Customer Success Manager, Trullion
$110-130k
OTE
4 days a week in office
AI-powered accounting automation platform
Be an early applicant
AI-powered accounting automation platform
101-200 employees
Be an early applicant
$110-130k
OTE
4 days a week in office
101-200 employees
Company mission
To make the future accountable.
Role
Who you are
- We are seeking a Customer Success Manager with proven client-facing and account management experience to own the relationship with mid-market accounts for Office of the CFO Products
- 4+ years of experience as a client-facing CSM or Account Manager at a B2B SaaS company, ideally in FinTech / Accounting
- Exceptional communication and interpersonal skills, with a strong ability to build trust
- A consultative approach to problem-solving and relationship management
- Proven ability to manage complex, multi-stakeholder relationships with Senior Executives
- Technical proficiency- familiarity with accounting software, audit tools, and SaaS platforms is a plus
- Experience with CRM / CS Platforms is a plus - Salesforce, Gong, Planhat, etc
- Bachelor's degree required
- Ability to work onsite at the NYC office 4 days per week
What the job involves
- From onboarding through implementation and renewals, you will be responsible for the client life cycle of your book of business
- As our product suite expands, you’ll be responsible for exploring new focus areas with customers, relying on entrepreneurial and professionally curious skillsets
- Lastly, you’ll have the opportunity to work closely with Product & Marketing teams, to surface customer feedback and facilitate growth opportunities when relevant
- Own the full client lifecycle for your book of business, from onboarding and implementation, through QBR’s, renewals, and expansion opportunities
- Lead structured onboardings and trainings, ensuring clients go live effectively and confidently
- Identify opportunities to expand client relationships by upselling additional tools and services
- Run recurring Executive Business Reviews, translating platform usage and outcomes into business value for client leadership
- Collaborate with Product, Marketing, and Technical Solutions teams to resolve escalations and ensure a seamless client experience
- Serve as the voice of the customer internally, providing 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 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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