Manager, Customer Success - Tax

Employer Industry: Legal and Professional Services

• Salary up to $273,000
• Flexible hybrid work model with the option to work from anywhere for up to 8 weeks per year
• Comprehensive benefits package including flexible vacation, mental health days, and tuition reimbursement
• Opportunities for career development and growth through continuous learning programs
• Supportive workplace culture emphasizing inclusion, belonging, and work‑life balance
• Chance to make a positive impact in the community through volunteer initiatives

• Lead and develop a team of Customer Success Managers for high‑value and emerging accounts
• Set performance goals and monitor key performance indicators (KPIs) related to customer retention and satisfaction
• Oversee customer success planning and engagement strategies tailored to different customer segments
• Collaborate cross‑functionally with Sales, Product, Support, and Marketing to enhance the customer experience
• Manage escalations and act as the primary point of contact for critical customer issues

• Bachelor’s degree in Business, Marketing, Communication, or a related field (or equivalent experience)
• Minimum of 5 years in Customer Success or Account Management within a SaaS environment
• At least 2 years of people management experience leading Customer Success or similar teams
• Proven track record of driving customer retention, adoption, and team performance
• Proficiency in CRM and Customer Success platforms, along with strong analytical skills

• Experience in a leadership role within Customer Success, demonstrating strategic vision and operational excellence
• Ability to leverage data‑driven insights to inform decision‑making and improve team performance
• Strong collaborative skills to build partnerships across various departments
• Passion for customer advocacy and delivering measurable value

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