Customer Success Manager Remote (NY, IN, OH) - Direct Tax
Core
Translate complex tax rules and regulations into practical guidance for Concierge and Advisory customers to drive retention and growth.
Role type
Senior Customer Success Manager (Direct Tax)
Builds
Customer success plans, educational activities, and commercial growth opportunities for tax software suite.
Domain
Tax technology and professional services
Deliverable
client delivery
Required skills
Direct Tax experience, cloud software solutions knowledge, business acumen, project management, data analysis, SaaS implementations, ERP applications
Preferred skills
Master's degree, Salesforce user experience
Technologies
Gainsight, Salesforce, Cloud platforms, ERP systems
Responsibilities
Partner with customers to define success and deliver educational activities; Develop and share Customer Success Plans; Monitor customer health using usage data; Identify and activate commercial growth opportunities; Leverage technology tools to manage client information and forecasts; Build and present business plans and market reports.
Seniority
Senior, hands-on IC