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 and global accounting firms, 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.
We’re hiring a Customer Success Manager (CSM) dedicated to supporting our audit-focused clients. This role is ideal for someone with two years of audit experience who wants to transition into a client-facing, strategic role in a high-growth SaaS environment.
Responsibilities
- Build and deepen strategic relationships with key stakeholders at client firms, including technology champions, executive sponsors, and main decision makers.
- Bring audit expertise to customers and help them identify effective ways to leverage Trullion’s platform.
- Train and enable customers on product usage and best practices.
- Gather meaningful product feedback from clients and collaborate with Product to improve the software.
- Partner with Account Executives on commercial activities.
Requirements
- Bachelor's degree in accounting or finance.
- 2+ years of audit experience at a top 20 U.S. public accounting firm, with a strong understanding of audit processes and client needs.
- Ability to build credibility with audit partners, managers, and decision-makers.
- Strong communication skills and emotional intelligence, comfortable developing relationships with executive sponsors, technology champions, and main decision-makers.
- Experience with newer audit/accounting software tools is a plus, as is exposure to SaaS platforms.
- Commercial mindset and willingness to learn how to manage renewals and upsells over time.
- Ability to work onsite at the NYC office 4 days per week.
Trullion's US salary range for this full-time position is $110,000 - $130,000 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.
We embrace our core values in everything that we do
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