Customer Success Manager

Job content

About TaxPay

TaxPay is a new entrant into the accounting world, revolutionizing the tax industry by providing innovative solutions that streamline tax processes and enhance the advisor/client experience. We use AI to help accountants, businesses, and individuals pay their taxes. It isn’t sexy, but it’s critical work and we’re growing!

Mission

It’s TaxPay’s mission to support accountants — so their clients can focus on their business. From accountants to businesses, partners, and individuals, we build frictionless technology and experiences to support those who need to focus on their day to day.

Job Description

The Customer Success Manager at TaxPay will be responsible for ensuring the successful onboarding, adoption, and ongoing satisfaction of our customers. You will work closely with our sales, product, and support teams to drive value for our customers and help them achieve their goals. If you’re passionate about helping others succeed and have a strong background in customer service and account management, we want you on our team!

Roles And Responsibilities

• Onboard new customers and guide them through the setup and implementation process.
• Proactively engage with customers to understand their needs, challenges, and objectives, and provide personalized support and guidance.
• Advocate for customers internally and collaborate with cross-functional teams to address their needs and concerns.
• Monitor customer usage and engagement metrics to identify opportunities for optimization and expansion.
• Conduct regular check-ins and business reviews with customers to review progress, gather feedback, and identify areas for improvement.
• Serve as a subject matter expert on TaxPay’s products and services and provide training and resources to customers as needed.
• Collaborate with the sales team on renewal and expansion opportunities and contribute to revenue growth objectives.