Associate Customer Success Manager

april; New York (NY); Hybrid; USD 75,000 - 105,000; Full time

Job summary

april is seeking an Associate Customer Success Manager to partner with a Senior CSM, supporting strategic wealth management and enterprise clients while building the skills to manage a book of business. You will gain hands-on experience participating in client meetings, driving day-to-day account management, coordinating cross-functional initiatives, and helping ensure successful partner outcomes.

As you grow, you will progressively take ownership of client relationships, with the goal of

Qualifications

• Experience in customer success, account management or related client services roles.
• Experience with enterprise or wealth management clients is a plus.
• Strong written and verbal communication; ability to foster trust with stakeholders.

Responsibilities

• Partner with Senior CSM to support strategic wealth management and enterprise clients.
• Participate in client meetings, implementation discussions, business reviews, and ongoing account management activities.
• Build trusted relationships with client stakeholders while learning how to navigate complex organizations.
• Own day-to-day client requests, follow-ups, and project coordination to ensure an exceptional partner experience.
• Collaborate cross-functionally with Product, Engineering, Tax Operations, and Implementation teams to execute client initiatives.
• Help identify opportunities to expand partner engagement and deliver additional value.
• Gradually assume ownership of client calls and account management responsibilities as you develop in the role.

Skills

Client relationship management

Account management

Project coordination

Strong communication

Analytical mindset

Job description

About the role

april is looking for a motivated Associate Customer Success Manager to join our growing Customer Success team. In this role, you'll partner closely with a Senior Customer Success Manager, supporting some of our most strategic wealth management and enterprise clients while developing the skills needed to eventually manage your own book of business.

You'll gain hands-on experience participating in client meetings, driving day-to-day account management, coordinating cross-functional initiatives, and helping ensure successful partner outcomes. As you grow in the role, you'll progressively take ownership of client relationships, with the goal of independently managing enterprise accounts within your first year. Team members residing within the New York City metropolitan area are expected to work from our NYC office at least three days per week.

Key responsibilities

• Partner closely with Customer Success Manager(s) to support april's strategic wealth management and enterprise clients

• Participate in client meetings, implementation discussions, business reviews, and ongoing account management activities

• Build trusted relationships with client stakeholders while learning how to navigate complex organizations

• Own day-to-day client requests, follow-ups, and project coordination to ensure an exceptional partner experience

• Collaborate cross-functionally with Product, Engineering, Tax Operations, and Implementation teams to execute client initiatives

• Help identify opportunities to expand partner engagement and deliver additional value

• Gradually assume ownership of client calls and account management responsibilities as you develop in the role

Experience

• 2–5 years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role

• Experience supporting enterprise, financial services, fintech, SaaS, or wealth management clients is preferred but not required

• Strong communication skills with the ability to build credibility and trust with both internal and external stakeholders

• Comfortable managing multiple priorities in a fast-paced, high-growth environment

• Highly organized with strong project management and follow-through skills

• Curious, coachable, and eager to grow into managing strategic enterprise accounts

• Analytical mindset with strong problem-solving abilities

• Exposure to tax, financial services, or wealth management is a plus, but not required

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.