Customer Success Manager, HVA Tax

Customer Success Manager

As a Customer Success Manager, you will own the post-sale relationship for a portfolio of customers, ensuring they achieve measurable value and remain engaged throughout their lifecycle. You'll drive product adoption, monitor customer health, and proactively mitigate churn risks. This role requires strong collaboration with internal teams to support renewals, identify upsell opportunities, and deliver a seamless customer experience.

About the Role In the role of Customer Success Manager, you will :

• Manage post-sale relationships for a portfolio of accounts.
• Drive product adoption, usage, and customer satisfaction.
• Monitor customer health and address risks before they escalate.
• Collaborate with Account Specialists on renewals and upsell opportunities.
• Conduct regular check-ins and business reviews to align on goals and outcomes.
• Leverage data and insights to prioritize outreach and inform engagement strategies.
• Maintain CRM and Customer Success tools for visibility and accountability.
• Contribute to process improvements and internal initiatives that enhance the CS function.

Success Metrics :

About You The best Customer Success Managers are trusted advisors and strategic partners to their customers. You thrive in dynamic environments, balancing proactive engagement with data-driven decision-making. You are naturally curious, empathetic, and passionate about helping customers succeed.

What Makes You Stand Out :

Qualifications :

Skills & Attributes :

What's in it For You? Hybrid Work Model : We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected. Flexibility & Work-Life Balance : Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

Career Development and Growth : By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions.