Customer Success Manager

Tax Maverick; San Benito (TX); Hybrid; USD 50,000 - 75,000; Full time

Job summary

DAP Brands in the United States is seeking a Client Success professional to drive results for Tax Maverick. You will build deep, strategic partnerships with tax firms, guiding onboarding, software adoption, and ongoing value delivery.

You will influence client outcomes, support revenue growth, and potentially travel for recognition opportunities. Remote work is possible, with in-person options in South Texas.

Qualifications

• Experience in customer success, account management, or sales.
• Willingness to learn tax industry; no tax expertise required.
• Strong communication, problem-solving, and relationship-building skills.

Responsibilities

• Onboard new firms quickly to demonstrate value.
• Help firms implement Tax Maverick and uncover tax savings.
• Host performance check-ins and reviews with firm owners.
• Provide coaching and strategic direction to drive client outcomes.
• Manage retention, renewals, and tier ascensions into top programs.
• Identify risks, remove roadblocks, and anticipate client issues.
• Occasional travel and opportunities to be featured in national publications.

Skills

Great Communicator

Tech Smart

Problem Solver

Goal Crusher

Relevant Experience

Tax Knowledge

Job description

Are you ready for the best career move of your life? DAP Brands is home to amazing software programs in the tax and accounting industry. Our flagship product is Tax Maverick. Since 2023, we have helped CPAs, accountants, tax firms, and bookkeeping firms scale their businesses. We do this by equipping them with elite tax planning tools and world-class support.

We are a team of 62 high performers, and we are growing fast. We all share one massive mission. We want to elevate the tax industry by helping professionals operate as true advisors, not just preparers. Our target is clear. We will actively serve 2,000 firms by the end of 2029. We are also scaling our operations to 100 million dollars in annual revenue.

We are not building a team to maintain. We are building a team to scale.

Where You Will Work: Client Success Department.

You will work in the Client Success Department. This team is the core of our customer experience for Tax Maverick. Our managers play a critical role in helping firms get results and grow their revenue.

This is not a simple support role. It is a relationship-driven and highly strategic role. You are the ultimate partner to our clients. You will directly influence client results, community culture, and company revenue.

What You Will Do

• Strategic Onboarding: Bring new firms on board quickly so they see value right away.
• Software Mastery: Help firms implement Tax Maverick effectively. This helps them uncover massive tax savings for their clients.
• Performance Meetings: Host calls, check-ins, and success reviews to keep firm owners on track.
• Accountability and Coaching: Provide accountability, coaching, and strategic direction to push clients past their biggest problems.
• Lifecycle Management: Manage retention, renewals, and ascensions into our top tier programs.
• Proactive Problem Solving: Identify risks, remove roadblocks, and drive outcomes. You fix problems before the client even notices them.
• Travel and Recognition: This role may include travel. You will also have opportunities to be highlighted in national publications as a leader in our field!

What You Bring to the Team

• Great Communicator: You know how to talk to business owners, build trust, and lead a room.
• Tech Smart: You learn new software very fast and can easily teach it to others.
• Problem Solver: You do not wait for problems to happen. You find solutions and take action.
• Goal Crusher: You love hitting targets and looking at data to see how you are doing.
• Relevant Experience: You have experience working in customer success, account management, or sales.
• Tax Knowledge: You do not need to be a tax expert! We will teach you everything you need to know about the industry.

What Does Winning Look Like?

In our culture, we measure success by data. You are winning if you consistently do these things well:

• Keep Clients Happy: Keep cancellations low by finding at-risk clients before they leave us.
• Deliver Fast Value: Make sure new clients successfully use Tax Maverick and begin finding tax savings in their first 30 days.
• Promote the Best: Find top-performing firms and graduate them into our highest elite groups.
• Create Raving Fans: Collect amazing stories, testimonials, and wins from the firms you manage.

Why Join Us?

At DAP Brands, you will not just do work. You will do the most meaningful work of your career. You will be surrounded by high performers, challenged to grow, and supported with real coaching and ownership. If you want to contribute to a fast-moving, mission-driven company transforming the tax advisory world, you are in the right place.

Available Role and Compensation

• Role Type : Full-time
• Location: Remote in the US or in person if you are in South Texas
• Division: Client Success for Tax Maverick
• Pay : $ 50,000 to 75,000 dollars base salary. You also get performance bonuses. The bonus potential for top performers will easily clear over 100,000 dollars total.