Client Success Manager New San Francisco, CA

Are you a PIRATE or ROMANTIC? Are you looking to have a ton of fun? This isn’t a reactive role; it’s about actively empowering clients to achieve their financial goals through proactive tax planning to change their business and lives. You will be dealing directly with small accounting firm owners and partners, so if you don’t have experience doing that, we would recommend you DON’T apply. This role is about driving MASSIVE action and change into a human being's life, not just answering tickets. Our clients pay us to tell them the truths they do not want to hear and help them change the hard things in their businesses.If you look at your calendar in the morning and see 8 back-to-back calls and don’t get excited or start crossing your fingers they don’t show up, do NOT apply. If you geek out about marketing metrics and sales metrics, you will thrive here. If you are scared of conflict and hard conversations, you won’t have fun here. We help these business owners really grow their businesses, not just TALK about growing their business. Even if that makes them very uncomfortable, you will be pushing all of your clients to become a better version of themselves. If you have a knack for connecting with people, handling dynamic situations, and aren’t afraid of data-driven problem-solving, keep reading.What You’ll Be Doing DailyConfidently manage client interactions, addressing challenges and providing effective solutions on the spot with the occasional mindset reset for your clients.Managing a book of business of 60 clients.Use your strategic mindset to analyze client data, troubleshoot, and build customized roadmaps.Monitor client engagement, ensuring alignment with their financial goals and minimizing churn.Maintain high-touch support and ongoing check-ins to strengthen the relationship and drive success.Collaborate with internal teams to refine client engagement and retention strategies.What You Need to Get the Job Done3+ years of experience in client success or account management, ideally within a SaaS or executive coaching environment.Data-savvy and detail-oriented, with the ability to derive insights and tailor solutions for client growth.A results-driven mindset with a “whatever it takes” attitude for client success.Working At CorveeWe’re thrilled to have a growing team dedicated to helping businesses save on taxes, and our people are our most significant asset. If you’re passionate about client success and want to be part of a high-growth fintech company with a lot to offer, Corvee might be the right place for you!Unlimited PTOEquity opportunities401k plan with matchingPaid parental leaveFiDi workspace just a few blocks from SF TowerCollaborative, high-energy team environmentApply for this job

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