Associate Customer Success Manager Tax

Why consider this job opportunity:

• Salary range of $70,000 - $130,000, inclusive of base pay and target sales incentives
• Opportunities for career development and growth through continuous learning programs
• Flexible work-life balance with supportive workplace policies
• Comprehensive benefits including health, dental, vision, and mental health programs
• Award-winning culture recognized for inclusion and belonging
• Chance to make a real-world impact in the pursuit of justice and transparency

• Manage post-sale relationships for a portfolio of smaller accounts
• Drive product adoption, usage, and satisfaction through proactive engagement
• Monitor customer health and usage trends to identify risks and opportunities
• Conduct regular check-ins and success reviews to ensure value realization
• Collaborate with internal teams to resolve issues and support renewals

• Bachelor’s degree in Business, Marketing, Communication, or related field (or equivalent experience)
• 1–3 years in Customer Success, Account Management, or similar role within a SaaS company
• Proficiency in CRM and Customer Success platforms
• Strong organizational skills to manage a high-volume book of business
• Excellent communication skills to build relationships and foster trust with customers

• Experience in a fast-paced environment focused on customer relationship management
• Demonstrated ability to analyze data to guide customer engagement strategies
• Eagerness to learn and grow within the Customer Success field

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