Enterprise Customer Success Manager, Trullion
Office of the Chief Financial Officer
$130-160k
OTE
3 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
$130-160k
OTE
3 days a week in office
101-200 employees
Company mission
To build the next evolution of accounting software.
Role
Who you are
- 5+ years as a client-facing CSM, Account Manager, or Implementation Manager at a B2B SaaS company, with direct experience managing enterprise accounts (large ARR, multiple stakeholders, complex org structures)
- Bachelor's degree required. Strong command of accounting or finance concepts; experience with lease accounting, revenue assurance, audit, or ERP-adjacent workflows is a significant plus
- Experience managing a multi-million dollar book of business with a proven track record of driving expansion ARR
- Proven ability to run structured discovery and change management inside large organizations, uncovering how teams actually work today and building the coalitions needed to drive adoption to completion, not just go-live
- A consultative, commercially-minded approach to account growth, with demonstrated results in retention, expansion, or time-to-value (metrics, not generalities)
- Ability to work onsite at the NYC office 3 days per week
What the job involves
- We're seeking an Enterprise CSM to own strategic relationships with our largest, most complex accounts — the Controllers, VPs of Finance, and CFOs who need Trullion to be mission-critical to how they run accounting
- This is a high-autonomy, entrepreneurial role: you'll run deep discovery into how large finance orgs actually operate, build the internal coalitions needed to drive adoption, and translate platform usage into the financial outcomes executives care about — audit readiness, close-cycle efficiency, time savings
- Own the full lifecycle for ~30 enterprise accounts. From onboarding through QBRs/EBRs, renewals, and expansion, with clear accountability for time-to-value and retention
- Lead complex, multi-stakeholder implementations, running structured discovery and building internal champions to drive adoption to completion, not just go-live
- Proactively uncover new use cases and expansion opportunities within your largest accounts as our product suite grows
- Run executive business reviews that speak in ROI, risk reduction, and efficiency gains — not feature adoption
- Partner with Product, Marketing, and Implementation to shape roadmap based on customer feedback and ensure a seamless enterprise experience
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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