Customer Success Manager, HVA - Tax

As a Customer Success Manager, you will own the post-sale relationship for a portfolio of customers, ensuring they achieve measurable value and remain engaged throughout their lifecycle.

Requirements

• Manage post-sale relationships for a portfolio of accounts
• Drive product adoption, usage, and customer satisfaction
• Monitor customer health and address risks before they escalate
• Collaborate with Account Specialists on renewals and upsell opportunities
• Conduct regular check-ins and business reviews to align on goals and outcomes
• Leverage data and insights to prioritize outreach and inform engagement strategies
• Maintain CRM and Customer Success tools for visibility and accountability
• Contribute to process improvements and internal initiatives that enhance the CS function

Benefits

• Flexible vacation
• 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