Job Title:
Client Success Manager
Reports to:
Director of Partner Success
Department:
Partner Success
Duration:
Full-time (flexibility to work occasional nights and weekends)
Salary: $65,000 - $85,000 Base Annual Salary (commensurate with experience)
About Us:
Taxfyle's mission is to make professional services accessible and available to all. We are industry leaders, developing the East Coast's very own “Silicon Valley”. Join us in our efforts to reshape the world’s multi-billion-dollar professional services industry. Recognized as one of the fastest-growing companies in the country, Taxfyle has transformed professional tax preparation with an easy-to-use mobile platform heralded as “Uber for Taxes”. Join our team in this modern era of accounting and professional services.
Job Summary:
As a Client Success Manager, you will oversee a team of Client Relationship Managers responsible for managing B2B2C client relationships. You will lead the execution of client success initiatives across your team and ensure consistent, high-quality service delivery aligned with client needs and business outcomes. This role requires a candidate with demonstrated success in client relationship management and a solid background in accounting and/or tax services.
Job Responsibilities:
- Lead, support, and coach a support team of Client Relationship Managers responsible for guiding partner clients from job submission through e-filing.
- Provide direct reports with clear expectations, providing regular feedback, and foster a collaborative, accountable team environment aligned with organizational goals.
- Collaborate closely with the Partner Experience team and internal stakeholders to deliver a seamless, consistent client journey.
- Establish and continuously improve team workflows, Standard Operating Procedures, and processes to ensure seasonal readiness and operational efficiency.
- Monitor Key Performance Indicators, set performance goals, and drive accountability through regular check-ins and performance reviews.
- Serve as the escalation point for high-priority customer issues, driving resolution and ensuring partner satisfaction.
- Develop and manage reporting frameworks, while identifying trends and opportunities to improve service quality and support account growth.
Job Requirements:
- Bachelor’s degree in a related field and a minimum of 3–5 years of client success, account management, or relationship management experience – preferably in tech, SaaS, finance, or tax.
- 2+ years proven understanding of tax, accounting and/or financial knowledge and concepts is required. CPA or accounting certification is a plus but not required.
- Experience managing or mentoring others, with a preference for prior formal team leadership.
- Demonstrated ability to manage client expectations, resolve conflicts, and deliver measurable results.
- Excellent written and verbal communication, and interpersonal skills.
- Proficiency in CRMs and customer success platforms (e.g., HubSpot, Salesforce).
- Highly organized with strong attention to detail.
- Ability to work in a fast-paced environment and manage multiple priorities.
- Proactive, self-motivated, and results-oriented.
- Flexibility to work occasional nights and weekends
Note:
This role description is intended to convey information essential to understanding the scope of the role and is not exhaustive. Duties, responsibilities, and qualifications may evolve or change over time to meet the organization’s needs.
Benefits:
- Health, dental, and vision insurance
- Life Insurance
- Additional Supplemental Benefits
- 401(K)
- Paid Time Off
No Third Party Agencies or Submissions Will Be Accepted. Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients.
Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.
