Customer Success Manager

Description

*Accounting background required*

Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors. By automating financial workflows, Trullion increases efficiency, prevents costly oversights, and drives collaboration. Our mission is to build accounting and audit technology that people love, making the industry more efficient, transparent, and human-oriented. Established in 2019, Trullion is headquartered in New York, with offices in Tel Aviv and London. We are backed by Aleph, Third Point Ventures, Greycroft, StepStone Group, and leading global CFOs and global accounting firms, offering a customer-centric experience from speedy implementation to a convenient managed service model.  

At Trullion, we think big, fostering an environment where ambitious ideas and growth are encouraged. We are committed to truth, ensuring honesty and transparency in all our actions. Hiring diverse talent is key to our values, as we believe that diversity cultivates a culture of innovation. Our supportive culture is dedicated to being on your side, offering excellent work-life balance, personal development opportunities, and comprehensive benefits to our employees and clients. 

We are seeking a Customer Success Manager with deep accounting expertise and proven client-facing experience to oversee and grow our "Managed Services" business. This role involves building relationships with approximately 60 firms that use and sell our product to their clients, ensuring their success while driving engagement and revenue growth.

The ideal candidate has a strong background in accounting—whether as a CPA, an advisor, or an auditor—and has transitioned into a client-focused role, bringing both technical expertise and the ability to manage complex relationships. An MBA or similar business experience is a plus, enabling you to combine strategic thinking with hands-on relationship management.

Responsibilities

• Client Relationship Management. Build and maintain trust-based relationships with decision-makers across firms. Act as the primary point of contact, providing proactive communication and support to ensure engagement and satisfaction.
• Leverage your accounting expertise to train clients on using and integrating our product effectively via webinars, workshops, etc.
• Address technical accounting questions and provide consultative advice to clients.
• Identify opportunities to expand client relationships by upselling additional tools and services. Drive and negotiate contract renewals and pricing adjustments.
• Collaborate with internal teams to escalate and resolve technical issues, and provide actionable client feedback to influence product development and strategic priorities.

Requirements

• 2+ years of accounting experience as a CPA, auditor, or advisor in an accounting firm, with an additional 1+ years of experience managing client relationships and delivering solutions (e.g., Customer Success, Account Management, or Consulting).
• 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 in accounting, finance, or a related field. CPA designation or significant accounting experience preferred.
• Ability to work onsite at the NYC office 4 days per week.

Trullion's US OTE range for this full-time position is $110,000-$140,000 + Benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Contact our recruiter to find out more about our position.

About us

We embrace our core values in everything that we do:

• Think BIG. We are ambitious, proactive, and we love challenging the status quo.
• We live by truth. We uphold the highest standards of accuracy and accountability.
• On Your Side. We are on this journey together and want to collaborate and empower each other to succeed.
• Committed. Committed to execution. Committed to delivery. Committed to excellence.