Enterprise Customer Success Manager at TaxBit

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Crypto, SaaS, Tax TechnologyIndustries

Requirements

Bachelor’s degree; MBA or master degree preferred
5+ years of experience in account management, customer success, consulting, or professional services
Background and expertise in financial services, crypto and/or tax and accounting preferred
Strong interest in artificial intelligence and emerging technologies, with a proactive approach to learning and experimentation
Proficient understanding of Taxbit’s platform across both accounting and information reporting
Comfort navigating enterprise fintech domain
Strong understanding of ICPs and value prop for different products for each ICP
Ability to build trust and multi-thread relationships across technical, financial, and executive stakeholders
Strategic account planning and execution aligned with customer goals and business outcomes
Skilled in leading Business Reviews and roadmap alignment discussions
Skilled in commercial conversations

Responsibilities

Own and grow deep client relationships across a portfolio of Taxbit’s largest accounts
Drive successful customer business outcomes (e.g. CSAT/NPS, renewals, uncover opportunities for cross-sell/up-sell)
Ensure all customers become Taxbit advocates and references
Operate with urgency, drive measurable results, and establish deep relationships with key customers
Establish a strong governance structure for each of your accounts, e.g. Business Reviews, Executive touchpoints, etc
Advocate for the success of your customers; create and manage a feedback loop with Taxbit’s Product and Engineering teams
Support customers with any issue resolution and future feature requests
Partner cross-functionally to ensure Taxbit delivers a seamless customer experience; this includes partnering with Sales to ensure a smooth knowledge transfer and relationship post-sale and working in concert with other post-sales teams like implementation and SMEs to ensure flawless service delivery
Prepare presentations and reports for executive stakeholders
Contribute to a great team culture and working environment

Skills

Customer Success

Account Management

Relationship Management

Product Adoption

CSAT

NPS

Renewals

SaaS

Client Advocacy

Cross-functional Collaboration

Expansion Sales

Tax Compliance

Digital Assets

TaxBit

Automates tax reporting for digital assets

About TaxBit

TaxBit specializes in tax and accounting solutions tailored for the digital asset economy, particularly focusing on cryptocurrencies. The platform automates the collection, validation, and reporting of tax information, helping both individuals and businesses comply with changing regulations. Clients include individual investors, exchanges, and enterprises in the digital asset market. TaxBit operates on a software-as-a-service (SaaS) model, offering subscription-based access to its user-friendly platform. This platform streamlines the tax reporting process from onboarding to filing, ensuring clients can easily manage their tax obligations. TaxBit differentiates itself by providing comprehensive data analysis and support, making it easier for users to navigate the complexities of tax compliance in the digital age.

Draper, UtahHeadquarters

2018Year Founded

$244.5MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Emerging crypto tax software companies may erode TaxBit's market share.

Rapid regulatory changes could outpace TaxBit's software updates, risking compliance issues.

Reliance on third-party data sources may affect the reliability of TaxBit's services.

Differentiation

TaxBit automates tax calculations for cryptocurrency transactions, simplifying compliance for users.

The platform offers real-time portfolio tracking and tax optimization for crypto enthusiasts.

TaxBit provides enterprise-grade solutions, catering to both individual investors and large enterprises.

Upsides

Increased blockchain adoption in finance sectors expands TaxBit's market reach.

IRS's focus on crypto tax compliance drives demand for TaxBit's automated solutions.

EU's MiCA regulation boosts demand for TaxBit's compliant tax solutions in Europe.

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