Customer Success Manager, Corporate Tax

About the Role

As a Customer Success Manager (CSM), you will partner with Concierge and/or Advisory customers to define success, deliver educational activities throughout their lifecycle, and track progress toward business outcomes.

Responsibilities include:

• Develop and share best practices and Customer Success Plans, collaborating with internal teams such as Sales and Professional Services.
• Monitor customer health by tracking usage data and escalating critical concerns, using insights to drive strategic adjustments.
• Identify and activate commercial growth opportunities, recommending improvements based on customer maturity and working closely with the commercial team.
• Ensure customers receive maximum value from their investment, driving retention and growth through tailored engagement and collaboration.
• Leverage technology tools (e.g., Gainsight, Salesforce) to manage client information, pipeline, and financial forecasts accurately.
• Build and present business plans, report on market and competitor activities, and represent Customer Success in cross‑functional meetings.

• 8+ years of professional experience, with a minimum of 3 years in customer success.
• Direct or indirect tax experience.
• A 4‑year college degree (master’s degree or equivalent preferred).
• Experience with Gainsight or Salesforce is a plus.
• Functional/technical skills in SaaS implementations and Enterprise Resource Planning (ERP) applications.
• Experience working in and around cloud software solutions and cloud delivery models.
• Strong business acumen, communication skills, and ability to manage a customer journey, conflict resolution, and problem-solving.
• Ability to travel (up to 25%).

Enjoy a comprehensive benefits package including:

• Competitive salary range: $93,100 USD - $172,900 USD (target total cash compensation).
• Health, dental, vision, disability, and life insurance.
• 401(k) plan with company match.
• Flexible vacation and sick leave, including two company‑wide mental health days off.
• Parental leave and sabbatical leave.
• Optional hospital, accident and sickness insurance, life and AD&D insurance, Flexible Spending Accounts, Health Savings Accounts, fitness reimbursement, access to Employee Assistance Program, group legal identity theft protection, 529 plan, and commuter benefits.
• Tuition reimbursement and Employee Stock Purchase Plan.
• Paid volunteer days and ESG initiative opportunities.

We seek talented, qualified employees regardless of race, color, sex/gender, national origin, religion, sexual orientation, disability, age, marital status, veteran status, or any other protected classification under applicable law. Thomson Reuters provides reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

The posting is currently open. Please submit your application through the official Thomson Reuters career site. (The application process details are available on the company website.)