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Trullion Jobs (NOW HIRING)

Trullion

Customer Success Manager

Manhattan, NY · On-site

$110K - $130K/yr

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 ...

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Audit Senior

Irvine, CA · On-site

$86K - $106K/yr

Experience with Dynamic Audit Solutions (DAS), OnPoint PCR, OnPoint EBP, Suralink, DataSnipper, Trullion and AI platforms. What We Offer As a firm, we offer great benefits, a competitive salary and ...

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Trullion information

What is Trullion?

Trullion is a financial automation platform that uses artificial intelligence to streamline accounting processes, particularly for lease accounting and revenue recognition. The platform helps organizations automate complex accounting tasks, improve accuracy, and ensure compliance with standards like ASC 842 and IFRS 16. Trullion reads and interprets contracts, extracts relevant data, and generates audit-ready reports, saving time and reducing errors. Companies of all sizes use Trullion to modernize their financial operations and make reporting more efficient.

What are the key skills and qualifications needed to thrive as a Financial Accountant, and why are they important?

To thrive as a Financial Accountant, you need a solid understanding of accounting principles, financial reporting, and a relevant degree such as a bachelor's in accounting or finance. Proficiency with accounting software like SAP, QuickBooks, or specialized platforms such as Trullion, as well as certifications like CPA, are typically required. Attention to detail, analytical thinking, and strong organizational skills help accountants excel in this role. These skills ensure accurate financial records, regulatory compliance, and effective financial decision-making for organizations.

What are some common challenges faced by professionals working with the Trullion platform in accounting teams?

Professionals using the Trullion platform within accounting teams often encounter challenges related to onboarding new team members and integrating the software with diverse ERP systems. As Trullion automates complex accounting processes like lease accounting and revenue recognition, users may also need to ensure data accuracy and compliance with evolving accounting standards. Close collaboration with IT and other finance professionals is essential to streamline workflows and address any technical or process-related issues. However, overcoming these challenges can lead to significant efficiencies and open up opportunities for process improvement and career development within the organization.

What is the difference between Trullion vs Contract Accountant?

AspectTrullionContract Accountant
CredentialsTypically requires accounting or finance degree, CPA preferredRequires accounting degree, CPA often preferred
Work EnvironmentSoftware-based, collaborative, often remoteClient sites or remote, project-based
Industry UsageUsed in tech, SaaS, and finance sectors for automationCommon in various industries for temporary financial tasks
Search IntentLooking for software solutions or roles involving TrullionSeeking contract accounting roles or freelance opportunities

Trullion is a software platform used by finance professionals, whereas a Contract Accountant is a role involving temporary accounting work. While both relate to finance, Trullion focuses on automation and software tools, and Contract Accountants perform manual or semi-automated accounting tasks on a temporary basis.

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Trullion jobs near you
Infographic showing various Trullion job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution.
Customer Success Manager

Customer Success Manager

Trullion

Manhattan, NY • On-site

$110K - $130K/yr

Other

Posted yesterday

Key responsibilities

  • Own the full client lifecycle for assigned accounts, from onboarding and implementation through renewals and expansion opportunities.

  • Lead structured onboardings and trainings to ensure clients go live effectively and confidently.

  • Collaborate with internal teams to resolve escalations, ensure a seamless client experience, and provide actionable client feedback.

Job description

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.

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