Customer Success Manager - Tax Software

Hybrid • Posted 30+ days ago • Updated 1 day ago
Full Time
Remote
Company Branding Image
Fitment

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Job Details

Skills

  • Taxes
  • Internet
  • LinkedIn
  • Community Development
  • Customer Experience
  • Product Development
  • Sales Operations
  • Sales Process
  • Conflict Resolution
  • Problem Solving
  • Facilitation
  • Management
  • Creative Problem Solving
  • Exceed
  • Microsoft Office
  • Data Analysis
  • Presentations
  • Salesforce.com
  • Customer Relationship Management (CRM)
  • Dashboard
  • Sales
  • DICE

Summary

Why Ryan?
  • Competitive Compensation and Benefits
  • Home Office Stipend
  • Business Connectivity Reimbursement (Phone/Internet)
  • Gym Membership or Equipment Reimbursement
  • LinkedIn Learning Subscription
  • Flexible Work Environment
  • Tuition Reimbursement After One Year of Service
  • Accelerated Career Path
  • Award-Winning Culture & Community Outreach


We are looking for a Customer Success Manager to play a crucial role in conveying our vision and capabilities to Tax.com customers, offering tailored solutions that meet their unique needs. Responsibilities include nurturing and expanding customer relationships, driving product adoption and usage, identifying expansion opportunities, and ensuring customers are achieving their goals with our software.

Core Responsibilities:
  • Deliver a world class customer experience
  • Build and maintain deep, trusting relationships with customers by understanding their unique business goals and challenges.
  • Identify upsell and cross-sell opportunities that align with customer's long term business strategies.
  • Lead individual product enablement sessions and create scalable content to enhance customer product knowledge, usage, and efficiency.
  • Design and execute strategic customer success plans, detailing objectives, potential roadblocks, success indicators, and timelines.
  • Document and standardize best practices, creating resources like playbooks, how-to guides, and FAQs from customer interactions.
  • Collect and communicate customer insights to internal teams, amplifying the customer voice and identifying recurring trends that will help influence product development.
  • Work closely with Sales, Support, and Implementation counterparts, ensuring a smooth transition from the sales process to ongoing customer success.
  • Proactively identify signs of potential churn or renewal risks, using problem-solving skills and collaborating with internal teams to develop and implement resolution strategies.
  • Identify and intercept customer pain points.
  • Encourage customer advocacy by facilitating customer testimonials and case studies.


You Have:
  • Proven work experience as a Customer Success Manager or Account Manager, managing a dedicated book of business comprising of large, complex, global enterprises.
  • Exceptional ability to communicate and develop strong business relationships with executive sponsors and licensed customers.
  • Creative problem-solving skills & deep curiosity. Proactively closing knowledge gaps by learning from and sharing with peers.
  • Humble, team-focused attitude with an eagerness to lift up others.
  • A desire to create an impact in a foundational role that will help shape the future of the organization.
  • Bachelor's degree with 5+ years of experience (a mix will be considered if combined totals in one area significantly exceed another that may be slightly under 5 years)


Technical Skills:

To perform this job successfully, an individual should be proficient in using the following applications or systems:
  • Microsoft Office Suite for performing Intermediate/Advanced data analysis, creating top-tier customer and executive presentations
  • Salesforce experience for documenting customer relationships and the ability to create and run reports and dashboards.
  • Salesloft, Outreach, or other Sales engagement platform experience
  • Customer Success Platform experience is a plus


#DICE

#Li-hybrid
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 80177595A
  • Position Id: R0018823
  • Posted 30+ days ago

Company Info

About tax.com

At Ryan’s tax.com™ division, we fuse industry-leading tax expertise with cutting-edge technology development expertise and service delivery excellence. With a focus on innovation and collaboration, our team specializes in the development and deployment of business software designed to streamline and optimize management, compliance and operational tasks related to property tax, unclaimed property, transfer pricing, and indirect taxes as well as grants, credits, and incentives.


Ryan’s tax.com™ division is a growing team of more than 400 dedicated members who specialize in software design, development, user experience, customer support, training, and more and work in conjunction with Ryan’s global team of more than 5,000 professionals. Your skills and expertise, coupled with Ryan’s award-winning workplace culture, will help lead us in the next era of excellence.

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