Customer Success Manager, HVA - Tax

Why consider this job opportunity:

Salary up to $169,000.

Hybrid work model with flexibility for remote work.

Comprehensive benefits package including flexible vacation, mental health days, and wellness resources.

Opportunities for career development and growth through continuous learning programs.

A globally recognized workplace culture that values inclusion and belonging.

Chance to make a positive impact on community through social impact initiatives.

• Manage post‑sale relationships for a portfolio of accounts to ensure customer satisfaction.
• Drive product adoption and monitor customer health, addressing risks proactively.
• Collaborate with internal teams for renewals and upsell opportunities.
• Conduct regular check‑ins and business reviews to align on goals and outcomes.
• Maintain CRM and Customer Success tools for visibility and accountability.

• Bachelor’s degree in Business, Marketing, Communication, or related field (or equivalent experience).
• 3–5 years in Customer Success, Account Management, or similar role within a SaaS company.
• Strong relationship‑building and communication skills.
• Proficiency in CRM and Customer Success platforms.
• Organized and proactive with the ability to work cross‑functionally.

• Experience in a customer‑centric role with a focus on delivering measurable value.
• Ability to manage a diverse portfolio of accounts with varying needs.
• Strong analytical skills to leverage data and insights for decision‑making.
• Proven track record of building long‑term partnerships with customers.
• Adaptability to anticipate challenges and improve processes.