Customer Success Manager

Role Overview

• Own a portfolio of customers throughout their lifecycle
• Identify at-risk customers proactively and work toward resolution
• Spot and pursue upsell and cross-sell opportunities
• Help customers navigate payroll requirements and compliance

Requirements

• 2+ years in one or more of the following: tax preparation, payroll administration, bookkeeping, financial operations supporting small businesses
• 2+ years in Customer Success, Account Management, or a comparable customer-facing role
• Experience working directly with customers in an advisory capacity
• Comfortable using technology platforms

Benefits

• Full Medical, dental, vision
• Generous parental leave
• Life insurance
• 401K plan including employer matching
• Equity options for employees
• Paid volunteer time of up to 16 hours a year