TaxBit
Enterprise Customer Success Manager
TaxBit, San Francisco, California, United States, 94199
Company
Founded in 2018 by CPAs, tax attorneys, and software developers, TaxBit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. TaxBit’s Software-as-a-Service (SaaS) platform streamlines and automates customers’ tax reporting and accounting activities for digital assets.
Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), TaxBit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. TaxBit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Washington, D.C.Opportunity for Impact
As a hypergrowth start-up, landing new customers is critical to TaxBit’s success. Our ability to successfully manage and grow our existing customer base is of equal importance. As an early customer success hire for the company, you’ll serve as a central point of contact for a portfolio of enterprise customers. You’ll have accountability for key customer outcomes such as retention, satisfaction, adoption, and overall relationship health.
You will partner with your portfolio of enterprise customers to deepen value realization including: supporting existing solutions, identifying new use cases for expansion, and educating customers on industry best practices.
You will collaborate internally with stakeholders like SMEs, Implementation, and Sales teams to ensure a seamless end-to-end experience for your customers. You’ll serve as an advocate for your customers when it comes to managing product feature requests and building feedback loops with our Product and Engineering teams.
You’ll have lots of fun opportunities to scale your impact at a hypergrowth start-up!Role And Responsibilities
Own and grow deep client relationships across a portfolio of TaxBit’s largest accountsDrive successful customer business outcomes (e.g. CSAT/NPS, renewals, cross-sell, up-sell)Ensure all customers become TaxBit advocates and referencesOperate with urgency, drive measurable results, and establish deep relationships with key customersEstablish a strong governance structure for each of your accounts, e.g. SteerCos, MBRs/QBRs, executive engagementAdvocate for the success of your customers; create and manage a feedback loop with TaxBit’s Product and Engineering teamsSupport customers with issue resolution (e.g. bugs, pulses, and feature requests)Partner cross-functionally to ensure TaxBit delivers a seamless customer experience; this includes partnering with Sales to ensure a smooth knowledge transfer and relationship post-sale and working in concert with other post-sales teams like Implementation and SMEs to ensure flawless service deliveryProvide training and customer education for new products and featuresPrepare presentations and reports for executive stakeholdersContribute to a great team culture and working environmentProfessional Qualifications
Bachelor’s degree; MBA preferred5+ years of experience in account management, customer success, consulting, or professional servicesBackground and expertise in financial services, crypto and/or tax and accounting preferredPersonal Characteristics
Excellent problem-solving and critical-thinking skillsEffective oral and written communication skillsAbility to manage complex tasks and situations across multiple accountsProven ability to adapt to new technologies and learn quicklyAbility to effectively prioritize and escalate customer issuesGrowth mindset and ability to thrive amidst ambiguityStrong desire to work in a hypergrowth startupCompensation
The
base salary range
for this role is $101,436 To $165,247. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.Benefits & Perks
Competitive cash compensation (based on experience)Equity (RSUs)Competitive benefits packageA modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and moreHybrid working model: 3 days in-office, 2 days WFH/flexibleMonday team lunches, snacks and drinksDiscretionary Time Off - enjoy the flexibility to rest, refuel, and rechargePaid parental leave to bond with your childFertility BenefitAutonomous work and flexibility in how work is performed
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Founded in 2018 by CPAs, tax attorneys, and software developers, TaxBit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. TaxBit’s Software-as-a-Service (SaaS) platform streamlines and automates customers’ tax reporting and accounting activities for digital assets.
Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), TaxBit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. TaxBit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Washington, D.C.Opportunity for Impact
As a hypergrowth start-up, landing new customers is critical to TaxBit’s success. Our ability to successfully manage and grow our existing customer base is of equal importance. As an early customer success hire for the company, you’ll serve as a central point of contact for a portfolio of enterprise customers. You’ll have accountability for key customer outcomes such as retention, satisfaction, adoption, and overall relationship health.
You will partner with your portfolio of enterprise customers to deepen value realization including: supporting existing solutions, identifying new use cases for expansion, and educating customers on industry best practices.
You will collaborate internally with stakeholders like SMEs, Implementation, and Sales teams to ensure a seamless end-to-end experience for your customers. You’ll serve as an advocate for your customers when it comes to managing product feature requests and building feedback loops with our Product and Engineering teams.
You’ll have lots of fun opportunities to scale your impact at a hypergrowth start-up!Role And Responsibilities
Own and grow deep client relationships across a portfolio of TaxBit’s largest accountsDrive successful customer business outcomes (e.g. CSAT/NPS, renewals, cross-sell, up-sell)Ensure all customers become TaxBit advocates and referencesOperate with urgency, drive measurable results, and establish deep relationships with key customersEstablish a strong governance structure for each of your accounts, e.g. SteerCos, MBRs/QBRs, executive engagementAdvocate for the success of your customers; create and manage a feedback loop with TaxBit’s Product and Engineering teamsSupport customers with issue resolution (e.g. bugs, pulses, and feature requests)Partner cross-functionally to ensure TaxBit delivers a seamless customer experience; this includes partnering with Sales to ensure a smooth knowledge transfer and relationship post-sale and working in concert with other post-sales teams like Implementation and SMEs to ensure flawless service deliveryProvide training and customer education for new products and featuresPrepare presentations and reports for executive stakeholdersContribute to a great team culture and working environmentProfessional Qualifications
Bachelor’s degree; MBA preferred5+ years of experience in account management, customer success, consulting, or professional servicesBackground and expertise in financial services, crypto and/or tax and accounting preferredPersonal Characteristics
Excellent problem-solving and critical-thinking skillsEffective oral and written communication skillsAbility to manage complex tasks and situations across multiple accountsProven ability to adapt to new technologies and learn quicklyAbility to effectively prioritize and escalate customer issuesGrowth mindset and ability to thrive amidst ambiguityStrong desire to work in a hypergrowth startupCompensation
The
base salary range
for this role is $101,436 To $165,247. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.Benefits & Perks
Competitive cash compensation (based on experience)Equity (RSUs)Competitive benefits packageA modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and moreHybrid working model: 3 days in-office, 2 days WFH/flexibleMonday team lunches, snacks and drinksDiscretionary Time Off - enjoy the flexibility to rest, refuel, and rechargePaid parental leave to bond with your childFertility BenefitAutonomous work and flexibility in how work is performed
#J-18808-Ljbffr