Associate Customer Success Manager Tax

Position: Associate Customer Success Manager, Growth - Tax
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** Our Privacy Statement & Cookie Policy**, you will manage a the post-sale portfolio of smaller or lower-spend customers, ensuring they achieve measurable value and remain engaged throughout their lifecycle. You’ll drive product adoption, monitor customer health, and proactively identify risks and opportunities. This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and is eager to grow within Customer Success.
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* About the Role:

** In the role of
** Associate Customer Success Manager,
** you will:

The best Customer Success Managers in this role are relationship-focused, detail-oriented, and passionate about helping customers succeed. You thrive on managing multiple priorities and enjoy creating positive experiences for every customer interaction.
** Curious & Growth-Oriented:
** You seek opportunities to learn, improve processes, and expand your skills.
** Collaborative Partner:
** You work seamlessly with internal teams to resolve issues and create a unified customer experience.
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* Qualifications:

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* * 1–3 years in Customer Success, Account Management, or similar role within a SaaS company.
* Proficiency in CRM and Customer Success platforms; eagerness to learn and grow.

Bachelor’s degree in Business, Marketing, Communication, or related field (or equivalent experience).
* ** Flexibility & Work-Life Balance:
** Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our commitment of empowering employees to achieve a better work-life balance.
* ** Career Development and Growth:
** By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
* ** Industry Competitive Benefits:
** We offer comprehensive benefit plans to include paid leave, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
* ** Culture:
** Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values:
Obsess over our Customers, Compete to Win, Challenge (Y) our Thinking, Act Fast / Learn Fast, and Stronger Together.
* ** Social Impact:
** Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
* ** Making a Real-World Impact:
** We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
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