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Trullion is an AI-powered platform transforming accounting and audit workflows. The company automates complex financial processes, reduces errors, and improves collaboration for accountants and auditors. Founded in 2019 and backed by top-tier investors including Aleph and Third Point Ventures, Trullion operates from headquarters in New York with offices in Tel Aviv and London.
You will join the Audit team as a Customer Success Manager, responsible for driving customer adoption and retention among audit firms. In this role, you will partner closely with audit firm leadership to understand their needs, enable effective platform adoption, optimize their workflows, and gather feedback to shape product direction. You'll be the primary point of contact for your assigned accounts, ensuring customers achieve their desired outcomes and realize the full value of Trullion's technology.
Key responsibilities include:
- Building and maintaining strong relationships with audit firm partners
- Developing and executing adoption strategies tailored to each firm's needs
- Conducting training sessions and providing ongoing support to drive platform utilization
- Identifying upsell and expansion opportunities within existing accounts
- Collaborating with product and engineering teams to communicate customer feedback and feature requests
- Monitoring customer health metrics and proactively addressing at-risk accounts
- Serving as a trusted advisor on best practices and workflow optimization
This is an ideal opportunity for someone with deep audit experience who understands the pain points of audit firms and can credibly advise on process improvements. You'll work in a hybrid model based in London, balancing in-office collaboration with flexibility.
Requirements:
- Deep experience in audit (either as an auditor, audit technology specialist, or audit-focused customer success professional)
- Strong understanding of audit workflows, compliance requirements, and firm operations
- Proven ability to build relationships with C-suite and senior audit leadership
- Track record of driving customer adoption and expansion in a B2B SaaS environment
- Excellent communication and presentation skills
- Ability to translate technical capabilities into business value for customers
