Customer Success Manager, Trullion
Audit, UK
AI-powered accounting automation platform
Be an early applicant
AI-powered accounting automation platform
101-200 employees
Be an early applicant
101-200 employees
Company mission
To build the next evolution of accounting software.
Role
Who you are
- 2+ years of audit or public accounting experience
- Ideally 1+ year of experience in Customer Success or a client-facing B2B SaaS role
- Bachelor’s degree + ACA or similar certification is preferred
- Hands-on experience managing audits and a strong understanding of audit workflows and methodologies; able to translate this expertise into customer enablement, goal-setting, and product adoption
- Strong communication skills and executive presence, with a track record of building trusted relationships with firm leadership and senior stakeholders
- Working knowledge of UK GAAP is a plus
- Ability to work onsite at the London office 3 days per week
What the job involves
- Drive customer enablement by onboarding audit teams, building product champions, and leading change management to ensure strong adoption and value realization
- Leverage deep audit expertise to guide clients in translating audit workflows and objectives into effective, real-world use of the platform
- Build and own senior stakeholder relationships (partners, decision-makers, and innovation leaders) to align on outcomes and long-term success
- Identify and advance expansion opportunities in partnership with Sales, supporting renewals and growth within existing accounts
- Act as the voice of the customer by channeling insights to Product, influencing roadmap priorities and continuous improvement
- Serve as a team player, partnering with the regional sales team across the sales and post-sales cycle
Salary benchmarks
Our take
Trullion's founders have over a decade of experience in finance, where they 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 utilizing 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 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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