Job Description

We are seeking a proactive and customer-focused Customer Success Manager to support and drive the success of our clients. In this role, you will be responsible for helping customers grow their tax businesses by providing personalized strategies and services that drive results. You will lead client onboarding, provide ongoing growth services, and serve as the main point of contact to ensure customer satisfaction and success. This is a dynamic role suited for someone who excels in building relationships and is passionate about helping businesses thrive.

Responsibilities

• Offer personalized tips and strategies to help tax professionals grow their businesses. Act as a trusted advisor and coach, focusing on long-term growth and success.
• Conduct regular check-ins with customers to track progress, address any concerns, and help them achieve their business goals.
• Develop and refine a seamless onboarding process for new clients, ensuring a smooth transition and setup with our platform.
• Oversee and manage our marketplace to create new opportunities for customers to access growth tools and services.
• Host live calls with our user group twice a week to provide support, share best practices, and answer questions, fostering a sense of community.
• Provide customers with additional services, such as website reviews, new service recommendations, and marketing assistance to enhance their businesses.
• Collaborate with internal teams to communicate customer insights and feedback, continuously improving our offerings to better serve our clients.

Qualifications

• Previous experience in account management, customer success, or a similar role is required, ideally with a focus on helping businesses grow.
• Ability to build strong relationships with clients, actively listen to their needs, and provide tailored solutions.
• A knack for organizing onboarding processes and managing multiple customer relationships simultaneously.
• A proactive approach to solving customer challenges, with the ability to anticipate needs and offer creative solutions.
• Comfortable using CRM tools, customer success platforms, and analytics to track progress and optimize customer success strategies.
• Knowledge of the tax industry or working with tax professionals is a plus, but not required.
• Prior experience working in a fast-paced startup environment is a plus.