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Partner Success Support (Seasonal 4-6 months) | Tech Startup
Partner Success Support (Seasonal 4-6 months) | Tech StartupTaxfyle • Coconut Grove, FL, US
Partner Success Support (Seasonal 4-6 months) | Tech Startup

Partner Success Support (Seasonal 4-6 months) | Tech Startup

Taxfyle • Coconut Grove, FL, US
8 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Job Title :

  • Partner Success Support (seasonal) Reports to :   VP, Growth & Success Salary :  $17 - $22 / hour (non-exempt - eligible for overtime pay) Working Hours :  30-40 hours / week Mon-Fri between 9am - 5pm EST (occasional nights and weekends as needed during peak season) Location : In-Person Coconut Grove (remote work flexibility) Duration : 4-6 months during peak tax season (approximately Jan - May) About Us : Taxfyle is a tech startup and a leading provider of online tax preparation services, transforming the tax filing experience for individuals and businesses.
  • Headquartered in Coconut Grove, FL, we connect users with certified tax professionals through our innovative platform, offering a seamless, efficient, and accurate process.  Taxfyle's mission is to make professional services accessible and available to all. We are industry leaders, developing the East Coast's very own “Silicon Valley”.
  • Join us in our efforts to reshape the world’s multi-billion-dollar professional services industry.
  • Recognized as one of the fastest-growing companies in the country, Taxfyle has transformed professional tax preparation with an easy-to-use mobile platform heralded as “Uber for Taxes”.

Summary :

  • This position plays a supportive and hands-on role within the Partner Success department by assisting multiple teams including Onboarding, Account Management, Partner Support, and Relationship Management with day-to-day operational needs.
  • You will contribute to key client initiatives by helping prepare materials, organizing data, updating documentation, and supporting communication across teams to ensure smooth and efficient client experiences.
  • This role is ideal for a student or early-career professional looking to gain exposure to client success, operations, and tech-enabled professional services.
  • You will have the opportunity to learn from cross-functional teams, develop foundational skills, and contribute to meaningful projects that support both internal teams and our partners.
  • Training and mentorship will be provided.

    • Key Responsibilities :

  • Support the Onboarding & Implementation, Account Management, Partner Support, and Relationship Management teams with day-to-day tasks that contribute to smooth client operations.
  • Assist Managers by gathering information, preparing materials, and helping coordinate team initiatives related to client retention, process improvements, and product adoption.
  • Help track and organize team performance data such as client activity, response times, and support trends; prepare summaries or reports as requested.
  • Contribute to updating internal resources such as playbooks, SOPs, checklists, and team documentation to ensure accuracy and consistency.
  • Collaborate with cross-functional teams (e.g., Product, Marketing) by supporting communication, documentation, or project coordination that helps align client-facing efforts.
  • Assist with organizing team schedules, resources, and project workflows to help ensure teams remain productive and well-coordinated.
  • Support initiatives related to renewals, upsells, and long-term partner engagement by conducting research, preparing materials, or helping track action items.
  • Participate in process improvement efforts by gathering feedback, documenting gaps, and offering recommendations based on observations.
  • Help the team manage and triage client or Tax Professional escalations by logging details, tracking statuses, and ensuring follow-up is completed.
  • Prepare notes, summaries, or simple presentations for leadership or team meetings as needed.
  • Shadow departmental managers to learn about leadership, team operations, and best practices across the Partner Success organization.

    • Requirements :

  • Currently enrolled in a college or university program, or recent graduate seeking hands-on experience in client success, operations, business, or a related field preferred.
  • Strong interest in client service, operations, or technology-enabled professional services.
  • Excellent written and verbal communication skills, with the ability to collaborate effectively across teams.
  • Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously.
  • Comfortable working in fast-paced environments and adapting to shifting priorities.
  • Proficiency with standard computer tools (Google Workspace, Microsoft Office); familiarity with CRMs or ticketing platforms is a plus but not required.
  • Analytical mindset with the ability to gather information, summarize findings, and support basic reporting tasks.
  • Proactive, reliable, and eager to learn new tools, processes, and industry knowledge.
  • Ability to work in-person at our Coconut Grove, FL office (as applicable based on program design).
  • Availability during standard business hours, with flexibility to support team needs during peak periods.

    • Note :

  • This role description is intended to convey information essential to understanding the scope of the role and is not exhaustive.
  • Duties, responsibilities, and qualifications may evolve or change over time to meet the organization’s needs.
  • No Third Party Agencies or Submissions Will Be Accepted.   Our company is committed to creating a diverse environment.
  • All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
  • DFWP   Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients.
  • Any and all information may change without notice.
  • We reserve the right to solely determine applicant suitability.
  • By your submission you agree to all terms herein.
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    Seasonal Support • Coconut Grove, FL, US