Client Success Manager

The Client Success Manager (CSM) is a developmental level position responsible for working with Corptax customers and building long-term relationships. The role includes providing high-quality client support, driving product adoption and satisfaction, and maintaining high customer satisfaction.

Requirements

• 3-4 years of relevant software application experience, ideally in tax software support
• Bachelor's degree in accounting or tax preferred but will consider relevant experience with a bias toward backgrounds including a strong knowledge of tax and accounting applications
• Master's in taxation and/or CPA certification is a plus
• Proficiency with Microsoft products
• Ability to quickly learn Corptax applications
• High standards of customer service and support, honesty and integrity
• Ability to work independently and as part of a team, possessing moderate conflict resolution and negotiation skills to provide positive customer experiences
• Excellent time management and priority setting skills with the ability to easily move between multiple activities while driving all activities to successful completion
• Analytical, with an eye for detail, and curious, with a drive to investigate and find answers to the right questions
• Strong communication skills – both written and verbal
• Strong interpersonal skills
• Self-motivated with a drive for continuous improvement

Benefits

• Annual success-sharing bonuses or commission plans based on individual performance