Customer Success Manager - Tax Software

Customer Success Manager - Tax Software page is loaded Customer Success Manager - Tax Softwarelocations: London: Chippenham: Birmingham UK: Bristol: Petersfieldtime type: Full timeposted on: Posted Todayjob requisition id: R 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 OutreachWe are looking for a Customer Success Manager to play a crucial role in conveying our vision and capabilities to 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 offers outstanding opportunities to work in a dynamic, rapidly expanding tax services firm serving the world's most respected Global 5000 companies. Our innovative work environment, accelerated growth path for high performers, competitive benefits package, and outstanding earning potential provide the most rewarding career experience available in the industry. Job duties related to this role are to be conducted in a manner that adheres to privacy laws, as well as follows internal governance related to protecting confidential information and trade secrets, and to securing data and company records.