Enterprise Customer Success Manager jobs in United States
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Taxbit · 1 day ago

Enterprise Customer Success Manager

Taxbit is a SaaS company founded in 2018 that focuses on enabling compliant adoption of digital assets. The Enterprise Customer Success Manager will serve as a central point of contact for enterprise customers, ensuring customer satisfaction, product adoption, and relationship management while collaborating with internal teams to enhance customer experience.

AccountingCryptocurrencyFinancial ServicesFinTechSoftware

Responsibilities

Own and grow deep client relationships across a portfolio Taxbit’s largest accounts
Drive successful customer business outcomes (e.g. CSAT/NPS, renewals, uncover opportunities for cross-sell/up-sell)
Ensure all customers become Taxbit advocates and references
Operate with urgency, drive measurable results, and establish deep relationships with key customers
Establish a strong governance structure for each of your accounts, e.g. Business Reviews, Executive touchpoints, etc
Advocate for the success of your customers; create and manage a feedback loop with Taxbit’s Product and Engineering teams
Support customers with any issue resolution and future 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 delivery
Prepare presentations and reports for executive stakeholders
Contribute to a great team culture and working environment

Qualification

Account managementCustomer successFinancial services expertiseProficient in Taxbit platformData-driven mindsetRelationship managementCommercial savvinessCommunication skillsProblem-solving skills

Required

Bachelor's degree
5+ years of experience in account management, customer success, consulting, or professional services
Proficient understanding of Taxbit's platform across both accounting and information reporting
Comfort navigating enterprise fintech domain
Strong understanding of ICPs and value prop for different products for each ICP
Ability to build trust and multi-thread relationships across technical, financial, and executive stakeholders
Strategic account planning and execution aligned with customer goals and business outcomes
Skilled in leading Business Reviews and roadmap alignment discussions
Skilled in commercial conversations and can drive discovery to learn more about customer needs
Proficiency in driving complex renewals, identifying expansion opportunities, and managing churn risks
Data-driven mindset with ability to manage and improve account health metrics and engagement cadences
Ability to manage multiple complex accounts with rigor, timelines, and follow-through
Disciplined note-taking, task tracking, and internal documentation for visibility and accountability
Consultative problem-solving mindset: proactive risk identification, root cause analysis, and mitigation planning
Effective escalation management in partnership with product, legal, engineering, and finance
Clear, professional, concise and persuasive verbal and written communication with both technical and executive audiences
Ability to tell the story of value delivered using data and business impact

Preferred

MBA or master degree preferred
Background and expertise in financial services, crypto and/or tax and accounting preferred
Strong interest in artificial intelligence and emerging technologies, with a proactive approach to learning and experimentation

Benefits

Competitive cash compensation (based on experience)
Equity (RSUs)
Competitive benefits package
A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more
Hybrid working model: 3 days in-office, 2 days WFH/flexible
Monday team lunches, snacks and drinks
Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge
Paid parental leave to bond with your child
Fertility Benefit
Autonomous work and flexibility in how work is performed

Company

Taxbit

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TaxBit is a cryptocurrency tax and accounting software that automates tax calculations and reporting on cryptocurrency transactions.

Funding

Current Stage
Growth Stage
Total Funding
$253.36M
Key Investors
IQTAlbum VC
2024-04-25Series Unknown
2023-01-20Series Unknown· $15.61M
2022-01-01Series Unknown· $2M

Leadership Team

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Lindsey Argalas
CEO
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Justin Woodward
Co-Founder - Tax Attorney
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Company data provided by crunchbase