Customer Success Manager - Scaled Accounts

Trullion is transforming the accounting world with an AI-powered platform built for accountants and auditors. Our technology automates complex financial workflows, boosts efficiency, reduces costly errors, and fosters real collaboration. Founded in 2019, Trullion is on a mission to make accounting and audit technology people truly love, driving a more efficient, transparent, and human-oriented industry. From rapid onboarding to a seamless managed service model, we deliver a customer-first experience at every step.

Headquartered in New York, with offices in Tel Aviv and London, we are backed by top investors, including Aleph, Third Point Ventures, Greycroft, StepStone Group, as well as leading global CFOs and accounting firms.

As the Customer Success Manager for Scaled Accounts, you will fully own the relationship with a large portfolio of small-to-medium sized accounts. From onboarding through implementation and renewals, you will be responsible for the client life cycle of your book of business. You will help develop and implement a long-term strategic plan for clients at scale, ensuring that these clients continue to receive stellar support and value. Lastly, you will work cross-functionally with other teams at Trullion to surface customer feedback and facilitate growth opportunities and product enhancements when relevant.

Responsibilities:

• Onboard and train new clients to Trullion’s system.
• Drive high retention rates within your book of business.
• Execute a client engagement strategy for small-to-medium size accounts, at scale.
• Organize quarterly webinars for mid-market accounts.
• Partner with other teams to surface customer feedback and ensure client satisfaction.
  
  

Requirements:

• 2+ years of experience in an account management role at a fast-growth B2B SaaS company, ideally in FinTech.
• Bachelor's degree required. Finance or accounting background is a plus.
• Exceptional interpersonal and communication skills with a strong ability to build trust.
• A consultative approach to problem-solving and relationship management.
• Technical proficiency with CRM tools is required, and experience with SaaS platforms or other accounting tools is a plus.
• Ability to work onsite at the NYC office 4 days per week.
  
  

Trullion's US salary range for this full-time position is $95,000 - $115,000 OTE + 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. Get in touch with our HR for more information.

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.
• 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.