Customer Success Manager, Corporate Tax

Employer Industry: Legal and Professional Services

• Salary up to $172,900
• Flexibility to work remotely for up to 8 weeks per year
• Comprehensive benefits package including flexible vacation, mental health days, and tuition reimbursement
• Opportunities for career development and growth through continuous learning programs
• Award‑winning culture focused on inclusion, belonging, and work‑life balance
• Chance to make a real‑world impact by supporting justice, truth, and transparency

• Partner with customers to define success and deliver educational activities throughout their lifecycle
• Develop and share best practices and Customer Success Plans in collaboration with internal teams
• Monitor customer health by tracking usage data and escalating critical concerns
• Identify and activate commercial growth opportunities based on customer maturity
• Leverage technology tools to manage client information and financial forecasts accurately

• 8+ years of professional experience with a minimum of 3 years’ experience in customer success
• Direct Tax experience
• 4‑year college degree required; master’s degree or equivalent preferred
• Experience with Gainsight or Salesforce is a plus
• Strong business acumen and communication skills

• Functional/technical skills in SaaS implementations and Enterprise Resource Planning (ERP) applications
• Experience working with cloud software solutions and delivery models
• Ability to travel up to 25%

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