Customer Success Manager (Expansion)

Taxgpt; San Francisco (CA); Hybrid; USD 134,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Dental

Vision

401k + 3% match

Life insurance

Equity

Travel: quarterly

Job summary

TaxGPT is seeking a Customer Success Manager (Expansion) to scale expansion revenue in a remote US role. You will own a $50K/month expansion number from Day 1, driving upsell and cross-sell while ensuring adoption and on-time renewals.

Base salary ranges from $80,000 to $100,000 with $50,000–$100,000 in variable pay and total compensation of $134,000–$200,000. Core duties include owning the post-sale journey, collaborating with product and support, and managing a growth-focused pipeline.

Qualifications

• 3+ years in a closing/sales expansion role with quota attainment.
• Experience sourcing and closing expansion revenue within a book of business.
• Ability to manage pipeline, forecast, and hit monthly targets.
• Strong discovery and value-selling skills for business cases.

Responsibilities

• Own post-sales expansion from onboarding to renewal and expansion.
• Hunt upsell/cross-sell within your book while ensuring adoption and renewals.
• Maintain a healthy expansion pipeline with accurate forecasting.
• Collaborate with product and support to keep accounts healthy.

Skills

Quota carrying

Closing deals

Hunter mentality

Discovery & value selling

Pipeline management

CRM proficiency

Executive communication

Team collaboration

Tools

HubSpot

Slack

Google Workspace

Fathom

Job description

Sales & Customer Support

Customer Success Manager (Expansion)

Help us scale world-class customer support at the intersection of AI and tax intelligence. You'll be both operator and builder—delivering exceptional customer experiences while designing the automated systems and processes that enable us to serve thousands of firms efficiently.

Remote (US) Full time

About TaxGPT

TaxGPT is revolutionizing the tax and accounting space with AI-driven solutions tailored for accountants, tax professionals, and SMBs. We are building an AI co-pilot to transform tax workflows, drive efficiency, and simplify compliance. Recently named one of Business Insider’s 30 Early-Stage Startups Most Likely to Become Tech’s Next Unicorns, we would love for you to join our growing team.

What You’ll Do

This is a quota-carrying expansion role where you turn a base of firms that already love TaxGPT into our fastest-growing revenue engine. You will own a $50K/month expansion number from Day 1, hunting upsell and cross-sell inside your book of business while protecting it through healthy adoption and on‑time renewals. This is not a support role, retention is table stakes; net‑new expansion revenue is how you win.

You will own the post‑sale customer journey from onboarding and activation through adoption, renewals, and expansion, serving as a trusted advisor who ensures customers realize measurable value from the platform. You will partner closely with product and support to keep accounts healthy, but your calendar, your pipeline, and your comp are built around growth.

Base Salary: $80,000 – $100,000

Variable Comp: $50,000 – $100,000 tied to expansion performance (uncapped commission, no ceiling on top performers)

Total comp: $134,000 – $200,000

Benefits: Medical insurance, Dental, Vision, 401k + 3% match, Life insurance, equity

Travel: Once a quarter to the San Francisco headquarters

What We Are Looking For

Required Qualifications

• A documented track record of carrying and hitting a sales quota, 3+ years in a closing role (AE, expansion/growth AE, quota‑carrying account manager, or similar). Come ready to talk numbers: quota, attainment, and deal sizes.
• Proven ability to source, build, and close expansion and upsell revenue in a book of business, not just manage relationships or renew.
• A hunter’s mentality: comfortable driving urgency, handling objections, negotiating, and asking for the close.
• Strong discovery and value‑selling skills, you can turn a product conversation into a business case and a business case into signed expansion.
• Comfort operating against a monthly number, with the self‑direction to manage your own pipeline and forecast accurately.
• Proficiency with CRM and sales tooling (e.g., HubSpot) to run pipeline, forecast, and track expansion.
• Excellent communication and executive presence, you can hold a value conversation with a firm owner or managing partner.
• Proficient with collaboration tools like Slack, Google Workspace, and Fathom.

Preferred Qualifications

• Experience selling or expanding in tax, accounting, or financial services.
• Background in high‑growth SaaS, fintech, or startup environments carrying an expansion or new‑business quota from Seed Stage to Series A+
• Experience selling technical or AI‑powered products to professional‑services buyers.
• Familiarity with usage and health data to spot and prioritize the highest‑propensity expansion accounts.

How We Define Success in This Role

A strong Customer Success Manager in this role:

• Consistently hits $50K/month in expansion revenue by identifying, building, and closing upsell and cross‑sell opportunities across their book.
• Builds and manages a rigorous expansion pipeline with accurate forecasting, owning their number and knowing their path to it every week.
• Prospects within existing accounts, finds untapped potential, and builds repeatable systems to execute at scale.
• Protects and grows the book by driving adoption, proving value, and renewing accounts ahead of cycle.Builds trusted relationships through regular check‑ins, success planning, and strategic business reviews that turn healthy accounts into growing ones.

  Why Join Us

  This is your chance to carry uncapped upside against a base that’s already primed to buy, warm accounts, a product that sells itself once you’re in the room, and real influence over how thousands of firms grow with AI‑powered tax workflows.