Trullion

Customer Success Manager

• As the Customer Success Manager for Scaled Accounts, you will fully own the relationship with a large portfolio of small-to-medium sized accounts. From onboarding through implementation and renewals, you will be responsible for the client life cycle of your book of business. You will help develop and implement a long-term strategic plan for clients at scale, ensuring that these clients continue to receive stellar support and value. Lastly, you will work cross-functionally with other teams at Trullion to surface customer feedback and facilitate growth opportunities and product enhancements when relevant. Responsibilities: Onboard and train new clients to Trullion’s system. Drive high retention rates within your book of business. Execute a client engagement strategy for small-to-medium size accounts, at scale. Organize quarterly webinars for mid-market accounts. Partner with other teams to surface customer feedback and ensure client satisfaction.

Customer Success Manager, Scaled Accounts

• Build and maintain strong relationships with key client stakeholders - decision makers, audit partners, and tech adoption champions
• Ensure that our customers have strong product knowledge and adoption
• Build product champions and help customers to strategize change management
• Partner with Sales to identify expansion opportunities and support commercial discussions
• Collaborate with Product to deliver client feedback and support the development of meaningful improvements
• Help customers translate audit goals into successful platform usage during the audit process
• Support Trullion’s Audit Firm customers and partner with firm leaders to shape the future of auditing

Customer Success Manager, Scaled Accounts

Senior Customer Success Manager, Audit