Associate Customer Success Manager Tax

Employer Industry: Legal and Information Services

Why consider this job opportunity:

• Salary range of $70,000 - $130,000, based on experience and skills
• Comprehensive benefits package including health, dental, vision, and life insurance
• Opportunities for career development and growth through continuous learning programs
• Flexible work‑life balance policies to support personal and professional responsibilities
• Two paid volunteer days off annually and participation in social impact initiatives
• Collaborative and inclusive company culture focused on employee wellbeing and success

• 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 of experience in Customer Success, Account Management, or a similar role within a SaaS company
• Proficiency in CRM and Customer Success platforms
• Strong relationship‑building and communication skills
• Ability to manage multiple priorities effectively

• Passion for customer advocacy and delivering value
• Organized and efficient in managing a high‑volume book of business
• Eagerness to learn and improve processes
• Collaborative mindset to work seamlessly with internal teams
• Data‑informed approach to guiding engagement strategies

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