About The Position
Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors. By automating financial workflows, Trullion increases efficiency, prevents costly oversights, and drives collaboration. Our mission is to build accounting and audit technology that people love, making the industry more efficient, transparent, and human-oriented. Established in 2019, Trullion is headquartered in New York, with offices in Tel Aviv and London. We are backed by Aleph, Third Point Ventures, Greycroft, StepStone Group, and leading global CFOs, offering a customer-centric experience from speedy implementation to a convenient managed service model.
At Trullion, we think big, fostering an environment where ambitious ideas and growth are encouraged. We are committed to truth, ensuring honesty and transparency in all our actions. Hiring diverse talent is key to our values, as we believe that diversity cultivates a culture of innovation. Our supportive culture is dedicated to being on your side, offering excellent work-life balance, personal development opportunities, and comprehensive benefits to our employees and clients.
As the Scaled Customer Success Manager, you will fully own the relationship with our mid-market 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 scale clients, ensuring that these clients continue to receive stellar support and attention. Lastly, you will work closely with other teams at Trullion to surface customer feedback and facilitate growth opportunities when relevant.
Responsibilities
- Onboard and train new clients to Trullion’s system.
- Renew all of the clients in your book of business.
- Create and implement a client engagement strategy for mid-market accounts.
- Organize quarterly webinars for mid-market accounts.
- Work with Account Executives to identify and close upsell opportunities.
- Partner with other teams to surface customer feedback and ensure client satisfaction.
- Maintain accurate records of customer interactions and support cases in the CRM system.
- Participate in client meetings and demonstrate product features and capabilities.
Requirements
- 2+ years of experience in a client-facing role.
- eCommerce/FinTech background and/or experience working in a fast-growth B2B SaaS setting is strongly preferred.
- Tech-savvy with strong analytical and technical skills.
- Problem-solver, resourceful, and independent.
- Past sales development experience is a plus.
- Superb written and oral communication skills.
- Bachelor's degree - preferably in a quantitative field.
Trullion's US salary range for this full-time position is $100,000 - $120,000 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, and let's meet.
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.
We embrace our core values in everything that we do
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