Customer Success Manager
Dallas, TX, United States
Why Ryan?
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
The Customer Success Manager at Tax.com plays 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, cross-selling and upselling, and ensuring successful software renewals.
Duties and Responsibilities: Promotes value of all software products.
Promotes value through exceptional customer experience.
Upsell and cross-sell products and services across Tax.com suite of solutions.
Builds and maintains key relationships with significant stakeholders.
Maintains activities in Salesforce including documentation on churn risk, product feedback, and forecasting.
Reviews and resolves customer concerns and seeks to improve the customer experience via Support.
Sustains business growth and profitability by maximizing product value to customers.
Experience partnering with customers to define and achieve business outcomes.
Familiarity working with customers of sizes relevant to the assigned segment.
Accountable to customer churn and renewal rates.
Understands service-line offerings with sufficient depth to be able to discuss service-line offerings with customers.
Ability to anticipate client issues and needs and address proactively.
Strong administrative and communication skills (verbal and written), professional demeanor, ability to multi-task with a sense of urgency under pressure, and prioritize work.
Understands business issues, and quickly understands commercial drivers at Tax.com and recognizes areas for operational improvements.
Assists with other projects and duties as needed.
Education/Experience: Fluent in Spanish and English
Proven work experience as a Customer Success Manager, Account Manager, or similar role
Exceptional ability to communicate and develop positive business relationships with executive sponsors and licensed users
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 (Word, Excel, PowerPoint, Outlook, etc.)
CRM experience in entering, reviewing and reporting activity in applications like Salesforce or Hubspot.
Customer Success Platform experience a plus.
Work Environment: Standard indoor working environment.
Occasional long periods of sitting while working at computer.
Position requires regular interaction with employees at all levels of the Firm in person and via e-mail, phone, and video conference.
Position requires regular interaction with clients and interface with external vendors in person and via e-mail, phone, and video conference.
Independent travel requirement: Up to 10-20%.
Compensation: For certain California based roles, the base salary hiring range for this position is $120,000 - $165,000
For other California based locations, the base salary hiring range for this position is $110,000 - $151,250
For Colorado based roles, the base salary hiring range for this position is $106,000 - $144,430
For New York based roles, the base salary hiring range for this position is $120,000 - $165,000
For Washington based roles, the base salary hiring range for this position is $110,000 - $151,250
The Company makes offers based on many factors, including qualifications and experience.
#DICE
Equal Opportunity Employer: disability/veteran
#J-18808-Ljbffr