2 дня назад
Customer Success Manager (AI Tax)
110 000 - 165 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customer Success Manager (AI Tax): Managing strategic customer accounts for an AI-native tax and compliance platform with an accent on client value, retention, expansion, and cross-functional feedback. Focus on building success playbooks, identifying automation opportunities, and solving complex business problems with finance and tax stakeholders.
Location: Hybrid; must be based in Salt Lake City, United States
Salary: $110,000–$165,000 per year plus equity
Company
builds an AI-native tax solution that combines AI agents, human expertise, and global compliance for businesses across e-commerce, software, manufacturing, distribution, and wholesale.
What you will do
- Own a portfolio of strategic, high-value customer accounts and help clients achieve measurable value from ’s platform and services.
- Run proactive customer engagement through regular check-ins, business reviews, and account plans.
- Own customer health, renewals, churn prevention, and expansion opportunities in partnership with Sales.
- Represent customer feedback to Product, Engineering, Tax Operations, and go-to-market teams.
- Help develop health scoring, onboarding handoffs, and scalable customer success playbooks.
- Use AI and automation to improve customer success workflows and increase strategic focus.
Requirements
- Experience in customer success, account management, consulting, or another client-facing role, ideally managing a large account portfolio.
- Strong ownership, organization, prioritization, and consultative problem-solving skills.
- Ability to discuss customer value, renewals, expansion, and the connection between customer health and revenue.
- Strong communication skills with finance and executive stakeholders, as well as technical and operational teams.
- Fluency with AI and enthusiasm for using automation to work more efficiently.
- Must be based in Salt Lake City for the hybrid work arrangement.
Nice to have
- Management consulting or MBA background.
- Experience in fintech, SaaS, financial infrastructure, tax, compliance, or finance workflows.
- Experience in a high-growth startup or on an early-stage or newly formed customer success team.
Culture & Benefits
- Ownership-focused environment where individual contributions have visible impact.
- Competitive salary with equity participation.
- Full medical, dental, and vision coverage.
- Wellness benefits including Headspace and the Peloton One App.
- 401(k), office lunch and snacks, regular team offsites, and company events.
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