Strategic Customer Success Manager - Remote Growth & Retention

TaxPlanIQ; Mission (KS); Remote; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) savings plan

Comprehensive medical, dental, and vision coverage

Paid Time Off (PTO)

Job summary

A leading SaaS company is seeking a Customer Success Manager to ensure clients achieve desired outcomes and maximize their use of the platform. This role involves managing client relationships, driving retention and upsell opportunities, and collaborating with various teams. The ideal candidate has 2-5+ years in Customer Success, excellent communication skills, and is tech-savvy. Join us to drive success in the tax advisory industry while working in a remote-first environment with ample growth opportunities.

Qualifications

• 2–5+ years in Customer Success or related SaaS roles.
• Strong client-facing project management experience.
• Excellent oral and written communication skills.

Responsibilities

• Manage client relationships post-implementation.
• Identify upsell opportunities and drive retention.
• Collaborate with cross-functional teams.

Skills

Customer advocacy

Project management

Communication skills

Problem solving

Tech-savvy

Tools

Salesforce

HubSpot

Excel

Job description

A leading SaaS company is seeking a Customer Success Manager to ensure clients achieve desired outcomes and maximize their use of the platform. This role involves managing client relationships, driving retention and upsell opportunities, and collaborating with various teams. The ideal candidate has 2-5+ years in Customer Success, excellent communication skills, and is tech-savvy. Join us to drive success in the tax advisory industry while working in a remote-first environment with ample growth opportunities.