Customer Success Manager
Worth AI · Fintech & payments
Remote (US); offices in Orlando, FL
CSMStartup
Still open · posted 21 days ago
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Customer success$140k–$190k base · $155k–$225k OTE
Opens the job on DualEntry's own careers site. Some companies ask you to create an account or click through another page first.
At a glance
What you'd actually do: Own a portfolio of ERP customers: run success plans and check-ins, drive adoption and expansion, and escalate and resolve post-go-live issues for key accounts.
Pay
$140k–$190k base · $155k–$225k OTE
$140k-$190k base plus $15k-$35k commission, plus equity
Where you work
On-site in New York City
Selling to
Growing finance teams
How you'd sell
Mostly outbound (cold calls, emails)
Experience asked
4+ years
Visa
Sponsors visas
Your game plan for this job
0 of 5 doneMost people just hit Apply. Do these first and you show up with someone on the inside.
- 1Pick 2–3 people at DualEntryWe found 7 current reps: 1 SDRs, 4 AEs. SDRs reply the most; they were in your shoes recently. See them ↓
- 2Send a short, curious noteAsk about their experience, not for a referral. We write it for you, with the role and what DualEntry sells.
- 3Have a 15-minute chatGood questions for this role:
- What does a normal day look like for you?
- How did you land the job? What stood out in your interviews?
- The role is mostly outbound. How much is calling vs. email vs. LinkedIn?
- How is the team doing on quota? What separates the people who hit it?
- 4Apply, ideally with a referralIf the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
- 5Prep for the role playSDR interviews almost always end in a mock cold call. Practice with the DualEntry cheat sheet and the role-play guide.
Talk to someone at DualEntry before you apply
A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.
Full job description
About DualEntry
DualEntry is building the OS for finance.
Every business needs a financial system of record, yet the world's largest fintech market ($220B+) still runs on software from the 1990s. DualEntry's AI-native ERP automates accounting from data entry to close, so finance teams move faster, spend less and incur less risk.
In just 2 years we've raised $100M+ from Lightspeed, Khosla Ventures, Contrary and Google Ventures and earned the trust of customers from $5M ARR to publicly traded companies.
We hire
outliers
- people who have achieved difficult things, in their careers or beyond. You'll find leaders, colleagues who've competed at the highest levels of sport, performed on Broadway, trained with UFC champions and founded the country’s largest Python community.
Where You'll Create Impact
Own e2e account management outcomes:
Manage key customer relationships, run success plans, and lead recurring check-ins, based on customer tiers you’ve developed
Own ERP adoption & expansion:
Deliver and systemize trainings, optimize customer workflows (especially month-end close), and drive upsell/cross-sell opportunities
Be the ultimate escalation point:
Resolve critical issues for high-tier accounts post-go-live
Operationalize customer support:
Create and continuously improve SOPs, best practices, support documentation center, and overall support processes, while handling support for your owned accounts
Drive cross-team:
Work closely with Product and Engineering to relay bugs, prioritize feature requests, and influence product roadmap
Become a product expert:
Develop deep expertise in using DualEntry and translate real accounting requirements into system configurations
What Sets You Up for Success
Hardcore work ethic and high agency
4+ years of experience in ERP, accounting audit, accounting or finance solutions. Strong preference for candidates with experience in an in-house or public accounting role
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
Bonus: Professional services / consulting/ account management experience
Why You’ll Thrive Here
Significant equity ownership in one of the top AI companies in the world
You’re joining early and will grow with DualEntry
