Customer Success

Customer Success Manager

Location: New York  |  Commitment: Full-time

About The Position

Accounting is the business world language, and every company on this earth relies on accurate financial data to communicate with stakeholders.

But the world is ready for the next level. The $400 billion per year financial reporting industry is craving new technology to take standards to the next level.

That's why at Trullion, we're creating a single source of truth for financial data. Our AI-powered platform automates critical accounting workflows, provides real-time reports & insights and drives new levels of collaboration for financial leaders.

We are a rapid-growth start-up culture with a client base that includes global multinational brands and leading audit firms. Our investors include Aleph, Third Point, Greycroft, leading CFOs, and CAOs worldwide.

Now's the perfect time to bring you in as our next Customer Success Manager in New York- as we expand our current offering and launch new products. In this role, you will be the face & voice of the platform that is completely changing an industry. 


  • Train end users and provide ongoing post-go-live support to ensure they get the most out of the platform to grow our customer base
  • Onboarding high-value customers with a full demo
  • Assist with high severity requests or issue escalations as needed.
  • Communicate the progress towards KPIs to internal and external stakeholders
  • Build and maintain strong, long-lasting customer relationships
  • Assist Account Manager towards account retention and renewal
  • Increase the growth of designated sellers
  • Represent the voice of the customer and analyze outcomes to provide feedback and insights via high-touch relationships into the core product and marketing processes
  • Be a trusted partner for the customer on the use case and product functionality
  • Assist in the creation of internal and external presentations
  • Collaborate closely with global team members


  • 2-4 years of SaaS account management or CSM experience
  • Experience with CRM and live chat platform- Zendesk as an advantage
  • An accounting or finance background - advantage
  • A passion for learning the products’ functionality, and you’re tech-savvy
  • A desire to work in a fast-paced startup environment
  • A strong work ethic, integrity, and willingness to succeed
  • Executive project management skills and ability to manage to onboard and communicate effectively across the C-suite
  • Driven, self-motivated, enthusiastic, and with a “can do” attitude

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

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