• Serve as the primary point of contact for a portfolio of clients, building trust through timely, clear, and thoughtful communication • Guide clients through each stage of the tax preparation process by explaining next steps, clarifying expectations, and answering general questions • Ensure clients feel supported and informed throughout their engagement with Bright!Tax • Coordinate between clients and internal teams to ensure documentation is complete and projects stay on track • Monitor engagement progress using internal systems such as HubSpot and other workflow tools • Proactively identify potential delays or issues and escalate when needed • Respond to client questions via email and internal messaging platforms, helping troubleshoot issues or routing inquiries to the appropriate team • Help clients navigate the process smoothly by anticipating common questions and providing proactive guidance • Ensure each client interaction reflects the Bright!Tax standard of professionalism, empathy, and clarity • Contribute to ongoing discussions around improving client workflows, communication practices, and service delivery • Help identify opportunities to streamline processes and enhance the overall client experience

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role is a high-impact leadership opportunity for a customer success professional who thrives on building scalable programs and leveraging automation and AI to maximize customer outcomes. You will manage a portfolio of 150–200 strategic accounts while designing systems that allow one Customer Success Manager to deliver 10x the impact. This position blends operational execution, technical expertise, and strategic influence, enabling you to drive retention, expansion, and measurable customer value at scale. You’ll work cross-functionally with Sales, Product, Marketing, and Solutions Engineering to create repeatable, high-leverage programs while fostering strong relationships with both technical and executive stakeholders. The ideal candidate thrives in a fast-moving environment, embraces experimentation, and is passionate about delivering outcomes that transform customer experiences. - Build, implement, and operationalize one-to-many programs such as webinars, office hours, enablement series, and lifecycle campaigns, converting repeatable plays into automated workflows. - Evaluate, source, and implement tools to increase customer coverage, engagement, and expansion efficiency. - Own gross retention and expansion across a portfolio of ~150–200 accounts, maintaining strong forecasting discipline and renewal rigor. - Identify and execute growth opportunities, building relationships with technical buyers (SREs, web/mobile leads, platform teams) and executive sponsors (CTOs, CPOs). - Serve as a subject matter expert in user-focused observability, digital performance optimization, and developer-focused products (SDKs, integrations, APIs). - Partner with Sales, Solutions Engineers, Marketing, and Product teams to drive retention, expansion, and customer advocacy. - Operate with imperfect structures, building scalable workflows and programs from scratch to maximize team efficiency and customer value. Qualifications - 5+ years in Customer Success, Account Management, or Consulting roles with proven success managing large portfolios and driving expansion. - Demonstrated ability to design and execute scalable CS programs using automation and AI tools or a strong track record of adopting emerging AI workflows. - Comfortable articulating technical and business value to senior technical and executive stakeholders; experience with observability, RUM, APM, web performance, or developer-focused products. - Strong one-to-many communication skills and the ability to deliver value through automated, scalable programs. - Ability to operate independently, build processes from scratch, and thrive in a fast-paced, evolving environment. - Experience partnering cross-functionally with Product, Marketing, Sales, and Solutions Engineering teams. Benefits - OTE $130,000–$160,000 USD, based on experience and skillset. - Equity opportunities and additional benefits as part of total compensation package. - Remote-first work environment, with occasional travel for company events, team collaboration, or conferences. - Ownership of high-impact programs, technical expertise, and strategic influence. - Culture of learning and innovation, emphasizing experimentation, cross-functional collaboration, and measurable customer outcomes.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking a strategic and experienced Enterprise Customer Success Manager to lead transformative initiatives and build lasting relationships with top-tier clients. In this role, you will drive proactive churn mitigation, revenue growth, and adoption of enterprise solutions across a complex customer portfolio. You will collaborate with cross-functional teams including Sales, Product, Operations, and Finance to deliver exceptional customer outcomes while influencing C-level executives. This position demands a combination of analytical rigor, strategic insight, and operational execution to shape customer success programs and ensure long-term business impact. The role is fully remote within the U.S., offering a dynamic environment for professionals with deep enterprise-level customer success expertise. - Lead strategic initiatives to proactively identify churn risks and ensure retention across a complex enterprise customer base - Drive revenue growth initiatives by expanding product adoption and identifying new opportunities for client success - Build and maintain strong relationships with clients, serving as a trusted advisor and strategic partner - Orchestrate internal resources to deliver seamless onboarding, enablement, adoption, and retention strategies - Conduct deep analyses of customer lifecycle metrics and implement strategies to optimize outcomes - Mentor junior team members, sharing best practices and elevating overall team performance - Interact with and influence C-level executives, presenting solutions for complex customer challenges Qualifications - 8+ years of enterprise-level customer success experience with a proven track record of driving outcomes and mentoring others - Demonstrated success in managing strategic initiatives and achieving advanced customer success and revenue goals - Strong analytical, problem-solving, and communication skills, with the ability to synthesize complex information into actionable insights - Experience working with SaaS, enterprise software, social media management, or local marketing solutions is preferred - Proven ability to influence and communicate with C-level executives and senior stakeholders - Bachelor’s degree or equivalent relevant experience - Fluency in French, Spanish, or German is a plus Benefits - Competitive base salary plus commission (typical range $110,000 - $150,000 USD) - Comprehensive health, dental, and vision coverage - Flexible paid time off and holidays - 401(k) plan with employer match - Wellness incentives and quarterly wellness days - Remote-first work environment with unique employee engagement programs - Career growth opportunities and mentorship programs

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves driving success for enterprise customers by ensuring they fully utilize and benefit from our cutting-edge solutions. - Own customer outcomes and ensure each customer receives value from our solutions throughout their lifecycle. - Articulate the value of the company to the customer through measurable ROI. - Negotiate long-term renewals and secure revenue uplift. - Act as program manager throughout the entire customer journey. - Understand customer pain points and solve them with our technology. - Build adoption plans with customers to set long-term success visions. - Deliver insights based on customer usage to identify areas for optimization. - Act as an escalation point for customer issues. - Organize and host regular customer check-in meetings and business reviews. - Coordinate special requests and manage customer projects. - Translate complex product capabilities into strategic value for executives. - Identify growth opportunities within the existing customer base. Qualifications - Minimum of 5 years of experience in a Customer Success Role. - Consistently delivers excellent customer experience. - Experience managing large, multinational accounts. - Capable of presenting to senior customer executives confidently. - Ability to leverage internal resources for customer outcomes. - Background in developing and managing commercial relationships. - Proven track record of meeting targets. - Strong technical acumen to add value to discussions. - Strong program management and analytical skills. - Experience in a SaaS environment is a plus. - Bachelor's degree in a related discipline is desirable. Benefits - Flexible work environment. - Competitive compensation package. - Fast-paced, results-oriented culture. - Opportunities for continuous improvement and professional growth. - Supportive, team-oriented atmosphere. - Commitment to diversity and an inclusive workplace. - Family-first policies.