Customer Success Manager, Accounting Products

Company

Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit’s Software-as-a-Service (SaaS) platform streamlines and automates customers’ tax reporting and accounting activities for digital assets. 

Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe.

The Role

As a Customer Success Manager overseeing our Accounting Products, you’ll be a key contributor to Taxbit’s customer service organization and a critical team member driving customer and business success while operating as an accounting subject matter expert.

Your role will include: 

• Providing best-in-class user experience by assisting with customer implementations and playing a leading role in technical accounting discovery and solution delivery
• Be the subject matter expert for Taxbit’s Enterprise Accounting products, becoming intimately familiar with our products and supporting product development through testing new features, performing quality control for client implementations, and providing critical product feedback
• Be a US GAAP domain expert with respect to digital asset accounting and reporting
• Being a Customer Operations lead to support execution of our enterprise solutions
• Delivering amazing experiences to Taxbit partners and customers; we hold ourselves to a high standard of excellence
• Being an expert in Taxbit’s market solutions in order to adequately communicate market impact and product value to external parties 
• Being a strong SME resource for customers and internal stakeholders
• Being an expert in accounting, sub-ledger technology, and period end workflows to support client needs 
• Working with a team of experts to support a wide variety of needs as our business continues to scale and grow rapidly 

The ideal candidate for this role is someone with 3-5 years of big 4 accounting advisory and/or audit experience, has a working knowledge of digital asset accounting, ability to track and follow the regulatory landscape, understands the period close process, has experience working with ERP and subledger solutions, is an exceptional communicator and presenter (for internal and external purposes), has extensive experience serving in a client facing capacity, a self-starter who can navigate complexity and ambiguity, ability to work across functions and support competing priorities, a team-first mentality who is a culture-add, ability to manage projects from beginning to end, eagerness to dive into product testing to support continual product development, and a quick learner who’s eager to dive in and provide solutions. Most importantly, you possess a do-whatever-it-takes mentality to ensure our clients have the best possible experience.

Key Responsibilities

• Drive successful customer relationships by being the key point of contact
• Strong performer on Customer Operations to drive delivery on engagements with enterprise customers
• Partner with product to ensure the quality and integrity of Taxbit products 
• Leverage subject matter expertise in complex digital asset accounting topics to better support Taxbit customers
• Be “hands-on” in serving internal stakeholder and client needs (including system discovery, product testing, implementations, and customer success) 
• Evaluate the current needs within customer processes and work cross-functionally to determine how best to meet customer needs
• Develop a deep understanding of our customers and their business, processes, and products through proactive communication and in depth discovery in order to best serve customer needs

Desired Skills & Qualifications

• 5+ years of accounting experience working in public accounting or industry (experience working with digital asset accounting is a plus)
• Degree in accounting (preferably a masters degree)
• CPA certification
• Exceptional organizational and management skills; ability to juggle multiple projects and disparate information
• Critical thinker with strong analytical and problem-solving skills; high attention to detail and thoroughness in approach
• Team player who is eager to roll up their sleeves and contribute from day 1; brings a great attitude, work-ethic, and eagerness to learn and develop
• Detailed oriented, proficiency with Excel, and ability to develop new/pertinent skil