CrawlJobs Logo

Accounting Customer Success Lead

dualentry.com Logo

DualEntry

Location Icon

Location:
United States , New York City

Category Icon

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

100000.00 - 160000.00 USD / Year

Job Description:

Accounting Customer Success Management at DualEntry is a mix of traditional account management, customer support and customer success/ERP consulting. This is an intense, hands-on role with full ownership.

Job Responsibility:

  • Own e2e account management outcomes
  • Own ERP adoption & expansion
  • Be the ultimate escalation point
  • Operationalize customer support
  • Drive cross-team
  • Become a product expert

Requirements:

  • Hardcore work ethic and high agency
  • 4+ years of experience in ERP, accounting audit, accounting or finance solutions
  • ERP Implementation, finance professional services or project management experience
  • Experience using or implementing ERPs (e.g., NetSuite, Intacct)
  • Proven ability to translate accounting requirements into system configurations and automated workflows
  • Strong technical aptitude (incl. SQL) and ability to quickly learn new software platforms
  • Expert Microsoft Excel/Google Sheets skills

Nice to have:

Professional services / consulting/ account management experience

What we offer:
  • Significant equity ownership
  • 15 PTO days + 12 public holidays
  • Full medical, dental & vision insurance
  • Commuter benefits
  • 401k benefits
  • On-site team culture
  • Relocation packages

Additional Information:

Job Posted:
January 18, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Accounting Customer Success Lead

Senior Principal - Customer Success, Strategic Accounts

Senior Principal role in Customer Success for Strategic Accounts, focusing on bu...
Location
Location
Australia , Sydney; Melbourne
Salary
Salary:
Not provided
https://www.atlassian.com Logo
Atlassian
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 12+ years in Customer Success, account management, consulting, or enterprise transformation, with a proven track record managing the largest, most complex strategic customers
  • Fluent Korean Speaking
  • Executive presence and experience delivering solutions at the SVP/C-level for Fortune 500/global enterprise customers
  • Demonstrated success in leading transformational initiatives that drive measurable customer outcomes (e.g., differentiated use cases, efficiency savings, accelerated growth and business outcomes (e.g., platform adoption, expansion, retention)
  • Experience with AI and digital transformation in enterprise environments
  • Strong understanding of Jira, Confluence, and Atlassian solution use cases, with the ability to advise on solution trade-offs and best practices
  • Proficiency with Customer Success Planning frameworks
  • experience using Gainsight, Salesforce, Tableau, or similar tools
  • Excellent problem-solving, communication, and stakeholder management skills
Job Responsibility
Job Responsibility
  • Executive Engagement & Trusted Advisor: Build and maintain trusted relationships with C-suite and senior executives, ensuring Atlassian is positioned as a strategic partner in their digital and AI transformation journeys
  • Outcome-Driven Success: Accelerate product adoption and deliver verifiable business outcomes, focusing on measurable value realization and expansion across global teams
  • Strategic Success Planning: Lead the development and execution of Customer Success Plans (CSPs) that align with customer business goals, including regular check-ins, QBRs, and strategic planning sessions. Leverage CSPs as a vehicle for driving adoption, retention, and expansion
  • Complex Program Leadership: Guide customers and internal teams through complex implementation and transformation initiatives, often involving multiple partners and stakeholders
  • AI & Emerging Tech Enablement: Advise customers on leveraging Atlassian’s AI and emerging technologies to enhance their strategies and operations
  • Risk Mitigation: Proactively identify risks, escalate issues, and drive mitigation strategies in partnership with account teams
  • Voice of the Customer: Serve as the customer advocate internally, providing actionable feedback to improve Atlassian’s products, services, and customer experience
  • Cross-Functional Collaboration: Partner with sales, product, support, and advisory services to deliver a seamless customer experience and maximize business value
What we offer
What we offer
  • Health and wellbeing resources
  • paid volunteer days
  • a wide range of perks and benefits designed to support you, your family and to help you engage with your local community
  • Fulltime
Read More
Arrow Right

Customer Success & Account Manager

We are seeking a versatile and client-focused professional to join our team as a...
Location
Location
United States , Los Angeles
Salary
Salary:
115000.00 - 130000.00 USD / Year
techholding.co Logo
Tech Holding
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in customer success, account management, or project management, preferably in tech or SaaS environments
  • Proven ability to manage complex client relationships and drive retention and satisfaction
  • Strong project management skills, with familiarity in Agile, Scrum, or Waterfall methodologies
  • Skilled at managing multiple priorities while maintaining attention to detail
  • Strong communication and presentation skills, able to adapt technical conversations for different audiences
  • Analytical thinker with a data-driven approach to decision-making
  • Experience with CRM platforms (e.g., Salesforce, HubSpot) and project management tools (e.g., Jira, Asana, Monday.com)
  • Bachelor’s degree in Business, Technology, or a related field
Job Responsibility
Job Responsibility
  • Serve as the primary advocate for assigned clients, ensuring they achieve success metrics and maximum product value
  • Develop and execute customer success plans, including onboarding, adoption, and outcome tracking
  • Define project scope, goals, deliverables, and success criteria with both internal teams and clients
  • Build and maintain long-term strategic relationships with key client stakeholders
  • Identify upsell and cross-sell opportunities based on client business goals
  • Lead contract renewal processes, including term negotiation and renewal strategy
  • Collaborate with sales teams to support account expansion and revenue growth
  • Conduct regular business reviews to showcase value, capture feedback, and find optimization opportunities
  • Coordinate cross-functional resources (engineering, product, support) to meet project timelines
  • Manage project budgets, risks, timelines, and dependencies
What we offer
What we offer
  • A culture that values flexibility, work-life balance
  • Competitive compensation packages and comprehensive health benefits
  • Work with a collaborative, global team of engineers who thrive on solving complex challenges
  • Professional growth through continuous learning, mentorship, and access to new technologies
  • Leadership that recognizes contributions and supports career advancement
  • A people-first environment where your ideas matter and innovation is encouraged
  • Fulltime
Read More
Arrow Right

Customer Success Account Management Team Manager

ANS Group are a 750+ team of technology specialists and business experts. We del...
Location
Location
United Kingdom , Manchester
Salary
Salary:
Not provided
ans.co.uk Logo
ANS Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven track record managing a client-facing team within a digital services organisation
  • Demonstrable experience in a similar management role within a Customer Success Account Management or Sales Account Management role
  • Experience leading and developing high-performing customer success or account management teams within a digital services environment
  • Strong commercial acumen and a deep understanding of strategic account management
  • Exceptional stakeholder management, communication, and coaching skills
  • Ability to use data-driven insights to inform strategy and performance
  • Skilled at collaboration across departments, managing change, and championing customer experience improvements
  • Experience in running the end-to-end sales process across Enterprise size customers, supporting the team to identify, close and deliver solutions across Cloud, Data and Security
  • Natural ability to influence senior leaders and board members
  • Exceptional communicator, skilled in engaging presentations, negotiations, escalation resolution, and Exec forums
Job Responsibility
Job Responsibility
  • Lead and execute the customer success account management growth targets across Tier 3,4 & 5 customers
  • Lead and drive the end-to-end customer experience for post-sale account management with a keen eye on NRR
  • Act as the voice of the customer at a senior manager level
  • Ensure all post-deal customer activities from handover of upsell opportunities won to renewals are executed to meet or excel customer expectations
  • Influence the business forecast for renewals and upsell
  • Drive customer culture across the department as the customer champion improving revenue growth, driving retention, and growing long-term partnerships
  • Reduce customer churn
  • Coach the team to drive value-driven and strategic conversations with customers
  • Provide an escalation route
  • Ensure solutions and products proposed to customers are fit for purpose
What we offer
What we offer
  • 25 days’ holiday
  • Buy up to 5 more days holiday
  • Birthday off
  • Extra celebration day
  • 5 days’ additional holiday in the year you get married
  • 5 volunteer days
  • Private health insurance
  • Pension contribution match
  • 4 x life assurance
  • Flexible working
  • Fulltime
Read More
Arrow Right

Senior Customer Success - Enterprise Account Manager

Join Beamy, a fast-growing SaaS company, as a Senior Customer Success - Enterpri...
Location
Location
France , Paris
Salary
Salary:
90000.00 - 110000.00 EUR / Year
beamy.io Logo
Beamy
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 8 years of experience within B2LargeB ensuring customer satisfaction & business sustainability
  • Experience working with large companies on organisational and process issues
  • Ability to adopt a consultative stance to understand client's challenges and suggest solutions
  • Know how to develop and implement renewal and upsell strategies
  • Fluent in French
  • Very good level in Business English
Job Responsibility
Job Responsibility
  • Ensure the ROI by working closely with key accounts to define clear business objectives, timelines, priorities, and metrics of success
  • Be the trusted advisor in SaaS Governance by organizing and leading a community of customers
  • Be the main contact of the partnership by ensuring robust sponsorship across diverse stakeholders
  • Coordinate the customer journey at Beamy and set the tempo by delegating
  • Ensure Contract Renew & Upsell
What we offer
What we offer
  • Stock options
  • Hybrid remote work (3 days per week at the office)
  • Culture of Transparency
  • Clear paths for career progression
  • Health insurance (Alan)
  • Meal vouchers (Swile)
  • 5 weeks of vacation plus additional time off (RTT)
  • Fulltime
Read More
Arrow Right

Mid-Market Customer Success Manager

Our Mid Market Customer Success Managers (MM CSMs) work with customers post-sale...
Location
Location
United States
Salary
Salary:
76800.00 - 101760.00 USD / Year
articulate.com Logo
Articulate
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years experience working in a customer-facing account management, sales or customer success role
  • A strong understanding of customer success
  • Experience managing a book of 100+ customer accounts
  • Proven ability to manage complex renewals, including commercial conversations and negotiation
  • A customer-centric mindset and the ability to continuously connect customer’s business pains to specific product benefits and value propositions
  • Experience creating and upleveling strategic relationships with key stakeholders
  • Demonstrated ownership of the entire customer lifecycle, including onboarding, expansion, and retention
  • Ability to prioritize a large but strategic book
  • Excellent critical-thinking skills
  • High commercial acumen and strong discovery skills
Job Responsibility
Job Responsibility
  • Effectively manage a book of our mid-market customers (typically ~250-300)
  • Ensure a seamless customer experience throughout the entire life cycle – from onboarding through engagement and renewal
  • Proactively drive customer adoption and mitigate retention risk
  • Confidently navigate procurement, commercial terms, and contract negotiations, leading to on-time renewals that maximize net revenue retention
  • Increase customer retention by conducting effective check-ins, kick-off calls, and business reviews
  • Accurately forecast renewal revenue for current and future quarters
  • Meet key performance indicators around customer touch points, churn, customer satisfaction, renewal, and account expansion
  • Lead account planning efforts in collaboration with Sales to define joint customer success strategies
  • Partner effectively with cross-functional teams including Sales, Legal, Product, Order Management, Marketing, Finance, and Support
  • Identify opportunities for revenue growth and product expansion in the form of Customer Success Qualified Leads (CSQLs)
What we offer
What we offer
  • This position is bonus-eligible
  • Articulate also offers a robust suite of benefits
  • Fulltime
Read More
Arrow Right

Enterprise Accounting Success Manager

The Enterprise Accounting Success Manager will be joining a growing Customer Suc...
Location
Location
United States , Los Angeles
Salary
Salary:
96000.00 - 144000.00 USD / Year
floqast.com Logo
FloQast
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BA/BS degree in Business Administration, Accounting, Finance or relevant fields
  • 5+ years of private or public accounting experience required
  • Experience in a customer facing role
  • Thorough knowledge of basic accounting procedures and principles
  • Experience working with/for public or large private companies
  • Ability to effectively interact with client teams at various levels of technical and non-technical depth
  • Experience working with cross-functional teams
  • Proven ability to manage multiple projects
  • meeting deadlines and strong attention to detail
  • Ability to think analytically and apply problem solving skills to scenarios throughout the course of the work day
Job Responsibility
Job Responsibility
  • Cultivate Strong Relationships: Build and nurture robust, long-term relationships with key stakeholders (including Controllers, Accounting Managers, CFOs, Business Systems/Operations, IT, and Internal Audit) within our largest and most complex enterprise accounts
  • Deliver Consultative Solutions: Provide exceptional customer service, product assistance, training, and tailored, consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business
  • Drive Engagement: Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs)
  • Collaborate Cross-Functionally: Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on the specific needs of your enterprise clients
  • Advocate for Clients: Understand the unique business needs of your enterprise accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction
  • Manage Renewals: Work in partnership with Account Management to strategize and manage the client renewal process, aiming for a high annual retention rate and strong net retention quarter over quarter
  • Orchestrate Executive Engagement: Partner with Executive leadership to organize and execute recurring executive business reviews (via Zoom and strategically planned on-site visits where expansion opportunities or risks exist)
  • Support Growth Initiatives: Strategize with Sales and Account Management to expand the pipeline within enterprise accounts and assist in closing new business or pilots
  • Ensure Seamless Onboarding: Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients
  • Become a Product Expert: Develop deep product expertise, staying up-to-date on the latest features and functionality
What we offer
What we offer
  • Medical
  • Dental
  • Vision
  • Family Forming benefits
  • Life & Disability Insurance
  • Unlimited Vacation
  • participation in our Employee Stock Program
  • up to an annual 15% bonus, paid out quarterly
  • Fulltime
Read More
Arrow Right

Customer Success Manager

Customer Success Manager role at a vibrant media company in Chesterfield, focusi...
Location
Location
United Kingdom , Chesterfield
Salary
Salary:
30000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong background in customer service or account management
  • Organised individual
  • Confident communicator
  • Skilled negotiator
  • Enjoy building relationships and solving problems
Job Responsibility
Job Responsibility
  • First point of contact for valued clients
  • Providing outstanding customer service and support
  • Acting as the main liaison for client queries and requests
  • Monitoring contract renewals and leading contract negotiations
  • Supporting the onboarding process for new clients
  • Keeping the CRM system up to date
What we offer
What we offer
  • Company bonus scheme
  • Free parking on site
  • 25 days holiday plus bank holidays
  • Extra day off for your birthday
  • Option to buy and sell holidays
  • Fulltime
Read More
Arrow Right

Customer Success Manager

We're expanding our Post-Sales team in Hyderabad and looking for experienced Cus...
Location
Location
India , Hyderabad
Salary
Salary:
Not provided
highspot.com Logo
Highspot
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of consulting, services, customer success, or account management experience, directly managing customers and customer relationships
  • Excellent communication skills (verbal, written, presentations) and the ability to synthesize and summarize complex problems for an executive audience both internally and externally
  • Strong collaboration skills to influence and gain alignment across internal and external stakeholders
  • Proven ability to consult with customers at all levels of seniority to understand their business goals and to craft and deliver plans to exceed customer expectations for value
  • Ability to thrive in ambiguous situations and is excited to create structure and process as we go for our largest customers
  • Prioritizes customer experience with a focus on customer satisfaction and retention. You strive to understand clients’ strategic business goals, deploy critical thinking in leading and executing your portfolio, anticipate future needs, and determine solutions.
  • Believes profitable customer relationships are founded on respect and that growth and expansion come from cultivating relationships. You have shown the capacity to develop relationships and optimize enterprise customer accounts, you understand what it means to evangelize your product.
  • Excited about the ways products can be used to accelerate business goals. You have a strong intuition for business and an admiration for driving software solutions.
  • Loves to learn about sophisticated technical products and to understand the intricacies of how they work.
  • A teammate with a high level of integrity and a desire to assist your team. You stay calm in the face of technical and/or customer challenges. You corral the right people to resolve and infect others with your can-do spirit.
Job Responsibility
Job Responsibility
  • Analyze customer usage data to identify trends, areas for improvement, and opportunities for increased engagement. and proactively address risks to ensure retention.
  • Develop actionable insights and recommendations based on data analysis to inform strategic decisions and help customers achieve their goals.
  • Proactively identify and mitigate customer risks by monitoring adoption metrics and sentiment analysis, escalating issues as needed to ensure retention and growth.
  • Develop account maps, identifying key players, and understanding customer’s businesses via 10k and other publicly available information.
  • Enable customers to realize the full value of the Highspot platform and be able to articulate that value throughout their company. Deeply understand customer’s needs, thoughtfully helping business leaders to find opportunities to expand value, our footprint and depth of engagement.
  • Multi-thread to any stakeholder you need to engage across Enablement, Sales, Marketing, Operations, Finance, IT, and others at all levels (ATL, OTL, and BTL) to accomplish your goals
  • in the event of key customer stakeholder turnover, you seek and build replacement relationships.
  • Collaborate with your Account Management partners on account strategy and execution.
  • Identify expansion and upsell opportunities to drive revenue growthIdentify and position add-on services to support customers in achieving their business outcomes and maximizing ROI
  • Ensure execution of customer maturity and technical discussions via coordinating solutions internally across engineering, marketing, product, and support teamsKey
  • Fulltime
Read More
Arrow Right