Hybrid Manager, Customer Success – Tax

Posted 3 weeks ago

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About the role

  • Manage and develop a team of Customer Success Managers supporting both high-value and emerging accounts
  • Set goals, monitor KPIs (retention, utilization, health scores), and ensure accountability
  • Oversee success planning and engagement strategies for different customer segments
  • Collaborate with Sales, Product, Support, and Marketing to deliver a seamless customer experience
  • Identify and implement scalable processes, tools, and best practices to improve efficiency and impact
  • Act as the point of contact for critical issues and executive-level customer interactions
  • Recruit, onboard, and mentor team members to build skills and career growth
  • Use analytics to inform strategy, forecast risks, and identify opportunities for expansion

Requirements

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

Benefits

  • Hybrid Work Model: Flexible hybrid working environment (2-3 days a week in the office depending on the role)
  • Flex My Way: Supportive workplace policies designed to help manage personal and professional responsibilities
  • Career Development and Growth: Continuous learning and skill development opportunities
  • Industry Competitive Benefits: Comprehensive benefit plans including flexible vacation, mental health days, retirement savings, tuition reimbursement, and wellness resources.
  • Culture: Globally recognized for inclusion and belonging, flexibility, and work-life balance
  • Social Impact: Paid volunteer days off and opportunities to engage in pro-bono consulting projects and ESG initiatives.
  • Comprehensive benefits package including health, dental, vision, disability, and life insurance programs.
  • Competitive 401k plan with company match.
  • Flexible Spending and Health Savings Accounts, fitness reimbursement, Employee Assistance Program, and commuter benefits.

Job title

Manager, Customer Success – Tax

Job type

Experience level

Mid levelSenior

Salary

$147,000 - $273,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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