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Customer Experience
Customer Success Manager, Audit
New York

About The Position

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.

We’re seeking a Customer Success Manager to join our growing Audit team. This role is ideal for someone with deep audit experience who can partner closely with audit firms to drive efficiency and effectiveness. Leveraging your expertise, you’ll work with firm leadership to enable adoption, optimize workflows, and help shape the future of auditing.

Responsibilities

  • Drive customer enablement by onboarding audit teams, building product champions, and leading change management to ensure strong adoption and value realization.
  • Leverage deep audit expertise to guide clients in translating audit workflows and objectives into effective, real-world use of the platform.
  • Build and own senior stakeholder relationships (partners, decision-makers, and innovation leaders) to align on outcomes and long-term success.
  • Identify and advance expansion opportunities in partnership with Sales, supporting renewals and growth within existing accounts.
  • Act as the voice of the customer by channeling insights to Product, influencing roadmap priorities and continuous improvement.

Requirements

  • Bachelor’s degree in Accounting or Finance.
  • 3+ years of audit or public accounting experience.
  • 1+ years of experience in Customer Success or a client-facing SaaS role is preferred.
  • Hands-on experience managing audits and a strong understanding of audit workflows and methodologies; able to translate this expertise into customer enablement, goal-setting, and product adoption.
  • Strong communication skills and executive presence, with a track record of building trusted relationships with firm leadership and senior stakeholders.
  • Ability to work onsite at the NYC office 4 days per week.

Trullion's US salary range for this full-time position is $130,000-$150,000 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. Contact our recruiting team to find out more about the position. 

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.
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We embrace our core values in everything that we do

01.

On your side
The best way to achieve our goals is through collaboration: after all, your success is our success.

02.

Think BIG
We are constantly innovating and pushing boundaries to help build a better future for the accounting industry.

03.

Live by truth
We uphold the highest standards of accuracy and accountability.

04.

Committed
Committed to execution. Committed to delivery. Committed to excellence.

Curious? Learn more about Trullion.

Our Company