AI-Driven Customer Success Lead – Adoption & Upsell

DualEntry, building the OS for finance, seeks a seasoned CX/Account Manager to own key customer relationships and drive ERP adoption. You will lead success plans, coordinate with Product and Engineering to relay feedback, and implement scalable support processes for your accounts.

Ideal candidates have 4+ years in ERP or finance solutions, strong Excel/SQL skills, and a track record of translating accounting needs into system configurations.

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