Client Success Manager

Job Summary

Working remotely, the full-time Client Success Manager will build and manage strong relationships with Corptax customers, providing high-quality client support and driving product adoption, satisfaction, and retention.

Key responsibilities

• Build positive, long-term relationships with clients and ensure high customer satisfaction through proactive engagement
• Respond to customer inquiries and provide tailored solutions while maintaining case closure rates
• Document customer issues in the case tracking system and collaborate with team members to enhance support capabilities

Required qualifications

• 3-4 years of relevant software application experience, preferably in tax software support
• Bachelor's degree in accounting or tax preferred; relevant experience with strong knowledge of tax and accounting applications will be considered
• Some knowledge of corporate tax department procedures and processes
• Proficiency with Microsoft products and ability to quickly learn Corptax applications
• High standards of customer service, with strong interpersonal and conflict resolution skills