Associate Customer Success Manager, Growth - Tax

As an Associate Customer Success Manager, you will manage a portfolio of smaller or lower-spend customers, ensuring they achieve measurable value and remain engaged throughout their lifecycle. You’ll drive product adoption, monitor customer health, and proactively identify risks and opportunities.

Requirements

• Own post-sale relationships for a portfolio of smaller accounts.
• Drive product adoption, usage, and satisfaction through proactive engagement.
• Monitor customer health and usage trends to identify risks and opportunities.
• Conduct regular check-ins and success reviews to ensure value realization.
• Collaborate with internal teams to resolve issues and support renewals.
• Maintain CRM and Customer Success tools for visibility and accountability.
• Contribute to scalable processes and content that enhance the CS function.

Benefits

• Paid leave
• Two company-wide Mental Health Days off
• Access to the Headspace app
• Retirement savings
• Tuition reimbursement
• Employee incentive programs
• Resources for mental, physical, and financial wellbeing