Customer Success Manager

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 are seeking a Customer Success Manager with proven client-facing and account management experience to own the relationship with mid-market accounts for Office of the CFO Products. From onboarding through implementation and renewals, you will be responsible for the client life cycle of your book of business. As our product suite expands, you’ll be responsible for exploring new focus areas with customers, relying on entrepreneurial and professionally curious skillsets. Lastly, you’ll have the opportunity to work closely with Product & Marketing teams, to surface customer feedback and facilitate growth opportunities when relevant.

Responsibilities

• Own the full client lifecycle for your book of business, from onboarding and implementation, through QBR’s, renewals, and expansion opportunities.
• Lead structured onboardings and trainings, ensuring clients go live effectively and confidently.
• Identify opportunities to expand client relationships by upselling additional tools and services.
• Run recurring Executive Business Reviews, translating platform usage and outcomes into business value for client leadership.
• Collaborate with Product, Marketing, and Technical Solutions teams to resolve escalations and ensure a seamless client experience.
• Serve as the voice of the customer internally, providing actionable client feedback to influence product development and strategic priorities.

Requirements

• 4+ years of experience as a client-facing CSM or Account Manager at a B2B SaaS company, ideally in FinTech / Accounting.
• Exceptional communication and interpersonal skills, with a strong ability to build trust.
• A consultative approach to problem-solving and relationship management.
• Proven ability to manage complex, multi-stakeholder relationships with Senior Executives.
• Technical proficiency- familiarity with accounting software, audit tools, and SaaS platforms is a plus.
• Experience with CRM / CS Platforms is a plus - Salesforce, Gong, Planhat, etc.
• Bachelor's degree required.
• 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.