Accounting Customer Success Lead

dualentry· Customer Experience
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📍 New York CityFullTime💰 USD 100K–160K/yr

About this role

About DualEntry

Founded in 2024, DualEntry is one of the world’s fastest-growing AI startups.

At DualEntry, the future of finance is being written today. ERP is one of the largest fintech markets in the world ($220,000,000,000+). Yet, tens of thousands of companies are still using on-premise systems, and the industry has not seen new entrants in more than 30 years.

Our AI-native ERP lets accounting teams achieve more in less time. $5M-ARR businesses to NYSE-listed companies trust DualEntry to automate away manual data entry work with AI. We’re finally making the one-person finance team a reality and putting the pain of legacy ERPs from the 1990’s in the past.

We operate with urgency and ownership. We move fast.

Why This Role Matters Now

Since starting 18 months ago, we’ve raised $100,000,0000+ from world-class investors such as Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures and Google Ventures, as well as more than 20 angel investors who’ve built, scaled, and exited some of the most impactful companies of the last decade.

We got there by moving incredibly fast and hiring an exceptionally sharp, hard-working and deeply committed team from leading tech and accounting companies — Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero and Intuit. And some of us don't have a fancy logo on our resume and are here for a shot to prove ourselves.

We’re a small team, growing fast with huge momentum - join early.

As our Accounting Customer Success Lead, you’ll own traditional account management, customer support and ERP consulting.

This is an intense, hands-on role with full ownership. We expect you to push for excellence and raise the bar.

📍 Location: New York City HQ, 7 World Trade Center

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

  • Your feedback shapes the product directly

  • High-speed culture

  • High-trust environment with high expectations

  • Ambitious mission - ERP is one of the largest B2B software markets in the world ($220bn per year), this is a once in a lifetime opportunity to build the next generation ERP in an industry that has not seen new entrants in 30+ years

Compensation & Benefits

  • Equity: $33,000 - $55,000

  • Base Salary: $100,000 - $160,000

  • Commission: $10,000 - $50,000

  • 15 PTO days + 12 public holidays

  • Full medical, dental & vision insurance

  • Commuter benefits

  • 401k benefits

  • On-site team culture - high collaboration, no bureaucracy

We hire the best, expect the best, and give you the masterclass of your career - an archaic and huge industry like ERP only goes through a seismic shift like this once in a lifetime. It’s hard, it’s intense, and it’s the most rewarding work you’ll do this decade.

If you’re hungry, driven, and ready to build something massive, climb aboard!

Frequently Asked Questions

What is the salary for the Accounting Customer Success Lead role at dualentry?
The listed salary for this Accounting Customer Success Lead position at dualentry is USD 100K–160K/yr. This is an FullTime role.
Where is the Accounting Customer Success Lead position at dualentry located?
This Accounting Customer Success Lead role at dualentry is based in New York City. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Accounting Customer Success Lead role at dualentry full-time or part-time?
This is listed as a FullTime position. It is posted as a Accounting Customer Success Lead role in the Customer Experience department at dualentry.
Which team or department does the Accounting Customer Success Lead at dualentry belong to?
This Accounting Customer Success Lead position is part of the Customer Experience department at dualentry. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Accounting Customer Success Lead position at dualentry?
Click the "Apply Now" button on this page. You will be redirected to dualentry's official application portal hosted on ashby where you can submit your application directly.
When was the Accounting Customer Success Lead job at dualentry posted?
This Accounting Customer Success Lead position at dualentry was posted on Apr 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Accounting Customer Success Lead
dualentry · 💰 USD 100K–160K/yr
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You'll be redirected to dualentry's official application page on Ashby ATS.