TaxDome is the #1 practice management platform for accounting firms in the US - we have grown over 100X in the last 5 years and serve tens of thousands of businesses globally with millions of end-clients.
**About the team:**
* We are a US-based SAAS firm targeting the accounting industry. In other words, we use technology to solve business problems for accounting firms - we are not accountants. For you, this means you will be communicating with accountants about their business processes and helping them see the value in our software which can help them grow their business and revenue. You are not expected to be an accountant, know how to do accounting or even be good at math.
* Our team is 300+ people (in over 40 countries!) - we are a distributed team built on the principle of self-management
* Access to management - you will be working closely with the chief revenue officer (along with the sales team) in a collaborative work environment
**Customers love us:**
We have over 6,000 positive reviews online. When we go to trade shows, customers often say, “Where have you been, I’ve been looking for this for years!” In many ways, our product sells itself. Your job is to convey that benefit and expand our market share.
**Responsibilities:**
* Develop and maintain strong relationships with clients, serving as their primary point of contact for all product and service inquiries.
* Establish a trusted advisor relationship to drive continued product value and assist clients in achieving their business goals.
* Manage the post-onboarding process including training, increasing adoption, ensuring retention and renewal.
* Monitor customer health metrics and proactively address potential issues to prevent churn.
* Conduct regular check-ins, business reviews, and performance analysis to optimize customer success.
* Identify opportunities to upsell, cross-sell, and expand services with existing clients.
* Maintain accurate records of customer interactions, feedback, and progress in CRM systems.
* Track client performance metrics and provide regular reports to senior leadership.
* Communicate effectively with internal and external management to understand customer needs and maximize retention.
* Collaborate with cross-functional teams including product, marketing, and customer onboarding to ensure timely deliverables.
**Required Skills and Qualifications**
* Fluent English
* Bachelor's degree
* 3+ years of experience as a CSM, Account Management at a SaaS, or technology company.
* Experience with customer success CRM systems.
* Strong verbal and written communication, strategic planning, analytical and project management skills.
* Ability to work in a fast-paced environment and manage multiple priorities simultaneously.
* Comfortable working across multiple departments in a deadline-driven environment
* Active team player, self-starter, and multitasker who can quickly adjust priorities.
**Benefits:**
* Opportunities for professional growth and career advancement.
* A dynamic and collaborative environment.
* The chance to be part of a forward-thinking company that is reshaping an industry.
* Remote - flexible location
**Location:** Remote
**Type:** Permanent independent contractor role | Full-time
**Preferred Timezones:** Eastern Time
**Join us at TaxDome and help shape the future of SaaS!**
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