Customer Success Manager

TaxWallet Inc.; United States; In loco; USD 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health coverage

Paid time off

Hardware budget

Equity

Descrizione del lavoro

TaxWallet Inc. is seeking a remote, US-based Customer Success professional to onboard new offices, train teams, and ensure smooth go-live ahead of peak periods.

You will drive adoption and retention across the customer book, and translate customer needs back into product and operations. Strong communication and SaaS/fintech experience are essential, with English/Spanish bilingual a plus.

Competenze

• Customer success or account management experience in SaaS/fintech.
• Strong communicator who can teach a workflow and build trust fast.
• Bilingual English/Spanish is a plus.

Mansioni

• Onboard new offices and configure tenants, train teams, and get offices live.
• Own onboarding and ensure offices are set up before peak season.
• Drive adoption and retention across the offices you support.
• Be the voice of the customer back into product and operations.

Conoscenze

Customer success

Account management

SaaS fintech experience

Excellent communication

Training ability

English/Spanish bilingual

Descrizione del lavoro

Onboard new offices and make sure they win with TaxWallet — the difference between a signup and a season-long partner.

• Own onboarding — configure tenants, train teams, and get offices live before the rush.
• Drive adoption and retention across the book of offices you support.
• Be the voice of the customer back into product and operations.

• Customer success or account management experience in SaaS or fintech.
• Strong communicator who can teach a workflow and build trust fast.
• Bilingual English/Spanish is a plus.

• Remote-first within the US — optimized for ownership and output, not hours at a desk.
• Real equity and a direct line to the founders — no layers, no politics.
• Health coverage, paid time off, and a hardware budget to do your best work.
• A seat on a product that thousands of tax professionals rely on every season.