Enterprise Customer Success Manager

San Francisco, California

Taxbit Enterprise
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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 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 a 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 TaxBit's largest accounts
  • Drive successful customer business outcomes (e.g. CSAT/NPS, renewals, 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. SteerCos, MBRs/QBRs, executive engagement
  • Advocate for the success of your customers; create and manage a feedback loop with TaxBit's Product and Engineering teams
  • Support 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 delivery
  • Provide training and customer education for new products and features
  • Prepare presentations and reports for executive stakeholders
  • Contribute to a great team culture and working environment
Professional Qualifications
  • 5+ years of experience in account management, customer success, consulting, or professional services
  • Background and expertise in financial services, crypto and/or tax and accounting preferred
Personal Characteristics
  • Excellent problem-solving and critical-thinking skills
  • Effective oral and written communication skills
  • Ability to manage complex tasks and situations across multiple accounts
  • Proven ability to adapt to new technologies and learn quickly
  • Ability to effectively prioritize and escalate customer issues
  • Growth mindset and ability to thrive amidst ambiguity
  • Strong desire to work in a hypergrowth startup
Compensation

The base salary range for this role is $101,000 - $161,000. 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.
  • 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
  • By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired.
  • Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in TaxBit's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in TaxBit's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

Gender Please select Gender Are you Hispanic/Latino? Please select Are you Hispanic/Latino? Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service . click apply for full job details
Date Posted: 19 May 2024
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