Account Manager

Taxually; United States; Remote; USD 70,000 - 105,000; Full time

Job summary

Taxually is a leading tax tech SaaS company helping businesses stay compliant across global tax rules. We’re hiring a client-focused Customer Success/Account Manager to guide clients through onboarding, data mapping, renewals and expansions from a remote location.

You’ll own a portfolio of accounts, build trusted relationships with finance and tax leads, run regular check-ins, map transaction data to our platform, and manage renewals with travel to client sites (5-10%).

Qualifications

• 2+ years in account management, customer success or tax compliance in SaaS/fintech.
• Working knowledge of VAT, US sales tax or GST/PST and tax conversations with clients.
• Experience handling multiple client relationships with prioritisation.
• Clear communication on video calls and in writing, able to explain tax plainly.
• Familiarity with tax challenges of digital goods, SaaS or marketplace models.

Responsibilities

• Own a portfolio of accounts and build trusted advisor relationships with finance leads and tax teams.
• Run regular client check-ins and onboarding sessions for smooth handoffs from sales.
• Help clients map transaction data to our platform: revenue streams, product types, tax codes.
• Guide clients through VAT, US sales tax (economic nexus, marketplace rules) and GST/PST setup.
• Support clients through filing periods, spot discrepancies and coordinate fixes with our tax team.
• Track account health, prevent churn, manage renewals and identify upsell opportunities.
• Attend client sites and industry events as needed (5–10% travel).

Skills

Account management

SaaS/fintech experience

Indirect tax knowledge

Client relationship management

Tax data mapping

Tools

HubSpot

Freshdesk

Job description

Taxually is a leading tax technology company providing innovative compliance solutions for businesses worldwide. Our platform streamlines complex tax processes, helping companies navigate the complex landscape of global tax regulations while minimizing administrative burden.

As a rapidly growing fintech SaaS company, we are transforming the way businesses manage their tax compliance obligations.

About the Role

You’ll be the main point of contact for your clients through their whole compliance lifecycle, from onboarding and tax data mapping to renewals and expansion. You’ll work closely with our partner teams, internal tax specialists and product. Success means your clients are compliant, confident, and speak up for Taxually across our customer and partner ecosystems.

What you’ll do

• - Own a portfolio of accounts and build trusted advisor relationships with finance leads, tax teams and C-suite stakeholders
• - Run regular client check-ins and lead onboarding sessions for a smooth handoff from sales
• - Help clients map their transaction data to our platform: revenue streams, product types, tax codes
• - Guide clients through VAT, US sales tax (economic nexus, marketplace facilitator rules) and GST/PST setup
• - Support clients through filing periods, spot discrepancies and coordinate fixes with our tax team
• - Track account health, prevent churn, manage renewals and find upsell opportunities (new jurisdictions, expanded filing coverage)
• - Attend client sites, events and industry conferences (5-10% travel)

What you bring

• - 2+ years in account management, customer success or tax compliance, ideally in SaaS, fintech or professional services
• - Working knowledge of indirect tax (VAT, US sales tax or GST/PST). You don't need to be a tax lawyer, but you should be comfortable discussing compliance with clients
• - Experience managing multiple client relationships at once, with strong prioritisation
• - Confident on video calls, clear in writing, able to explain tax in plain language
• - Comfortable with data: mapping transaction records, reviewing reports, spotting anomalies
• - A self-starter who thrives in a fast-paced, remote environment with high autonomy Nice to have
• - Familiarity with the tax challenges of digital goods, SaaS or marketplace business models
• - Experience with HubSpot, Freshdesk or similar tools