Customer Success Manager - Trullion : Job Details

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 are seeking a Customer Success Manager with proven client-facing and account management experience to own the relationship with mid-market accounts. From onboarding through implementation and renewals, you will be responsible for the client life cycle of your book of business. Lastly, you will work closely with other teams, including Product at Trullion to surface customer feedback and facilitate growth opportunities when relevant.

• Onboard and train new clients to Trullion's system.
• Manage renewals for all clients in your book of business. Drive and negotiate contract renewals and pricing adjustments.
• Identify opportunities to expand client relationships by upselling additional tools and services.
• Collaborate with internal teams to escalate and resolve technical issues.
• Provide actionable client feedback to influence product development and strategic priorities.

• 2+ years of experience in a client-facing, account management role at a fast-growth B2B SaaS company, ideally in FinTech.
• Exceptional interpersonal and communication skills with a strong ability to build trust.
• A consultative approach to problem-solving and relationship management.
• Technical proficiency. Familiarity with accounting software, audit tools, and SaaS platforms is a plus.
• 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 $100,000 - $125,000 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.

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.