Enterprise Customer Success Manager (Office of the Chief Financial Officer)

About this role

• 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 struc...