Associate Customer Success Manager, Growth - Tax

As an Associate Customer Success Manager, you will manage a the post-sale portfolio of smaller or lower-spend customers, ensuring they achieve measurable value and remain engaged throughout their lifecycle. You’ll drive product adoption, monitor customer health, and proactively identify risks and opportunities. This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and is eager to grow within Customer Success. 

About the Role:

In the role of Associate Customer Success Manager, you will:

• Own post-sale relationships for a portfolio of smaller accounts. 

• Drive product adoption, usage, and satisfaction through proactive engagement. 

• Monitor customer health and usage trends to identify risks and opportunities. 

• Conduct regular check-ins and success reviews to ensure value realization. 

• Collaborate with internal teams to resolve issues and support renewals. 

• Maintain CRM and Customer Success tools for visibility and accountability. 

• Contribute to scalable processes and content that enhance the CS function. 

Success Metrics: 

• Qualified Lead Generation: High-quality leads passed to Sales from customer engagements. 

• Utilization: Rate of product usage and adoption within assigned accounts. 

About You 

The best Customer Success Managers in this role are relationship-focused, detail-oriented, and passionate about helping customers succeed. You thrive on managing multiple priorities and enjoy creating positive experiences for every customer interaction. 

What Makes You Stand Out: 

• Relationship Builder: You connect easily with customers and foster trust through clear communication. 

• Customer Advocate: You prioritize customer goals and work tirelessly to deliver value. 

• Organized & Efficient: You manage a high-volume book of business without sacrificing quality. 

• Curious & Growth-Oriented: You seek opportunities to learn, improve processes, and expand your skills. 

• Collaborative Partner: You work seamlessly with internal teams to resolve issues and create a unified customer experience. 

• Data-Informed: You use insights to guide engagement strategies and prioritize actions effectively. 

Qualifications: 

• Bachelor’s degree in Business, Marketing, Communication, or related field (or equivalent experience). 

• 1–3 years in Customer Success, Account Management, or similar role within a SaaS company. 

• Proficiency in CRM and Customer Success platforms; eagerness to learn and grow. 

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What’s in it For You?

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our commitment of empowering employees to achieve a better work-life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in