Enterprise Customer Success Manager (Office of the Chief Financial Officer)
Posted Updated
Description
- We’re seeking an Enterprise CSM to own strategic relationships with our largest, most complex accounts — the Controllers, VPs of Finance, and CFOs who need Trullion to be mission-critical to how they run accounting
- This is a high-autonomy, entrepreneurial role: you’ll run deep discovery into how large finance orgs actually operate, build the internal coalitions needed to drive adoption, and translate platform usage into the financial outcomes executives care about — audit readiness, close-cycle efficiency, time savings
- Own the full lifecycle for ~30 enterprise accounts. From onboarding through QBRs/EBRs, renewals, and expansion, with clear accountability for time-to-value and retention
- Lead complex, multi-stakeholder implementations, running structured discovery and building internal champions to drive adoption to completion, not just go-live
- Proactively uncover new use cases and expansion opportunities within your largest accounts as our product suite grows
- Run executive business reviews that speak in ROI, risk reduction, and efficiency gains — not feature adoption
- Partner with Product, Marketing, and Implementation to shape roadmap based on customer feedback and ensure a seamless enterprise experience
- Ability to work onsite at the NYC office 3 days per week
- A consultative, commercially-minded approach to account growth, with demonstrated results in retention, expansion, or time-to-value (metrics, not generalities)
- 5+ years as a client-facing CSM, Account Manager, or Implementation Manager at a B2B SaaS company, with direct experience managing enterprise accounts (large ARR, multiple stakeholders, complex org structures)
- Bachelor’s degree required. Strong command of accounting or finance concepts; experience with lease accounting, revenue assurance, audit, or ERP-adjacent workflows is a significant plus
- Experience managing a multi-million dollar book of business with a proven track record of driving expansion ARR
- Proven ability to run structured discovery and change management inside large organizations, uncovering how teams actually work today and building the coalitions needed to drive adoption to completion, not just go-live