Head of Customer Success at TaxBit

San Francisco, California, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

10-15 years of people management experience in account management, implementation, customer success, solutions architecture, or sales engineering
Experience working with Enterprise SaaS platforms
Previous Technical Sales experience in a SaaS organization
Background and expertise in financial services

Responsibilities

Manage and grow Taxbit teams that serve as central points of contact for existing and growing enterprise customers
Deepen value realization for customers including implementation, support, identifying new use cases, and educating on best practices
Lead post-sales teams
Collaborate with stakeholders like SMEs and Sales teams to ensure a seamless end-to-end customer experience
Serve as an executive champion for teams and customers when managing product feature requests and building feedback loops
Build competitive intelligence of Taxbit products and develop market intel
Establish a strong governance structure for each team’s accounts (e.g., SteerCos, MBRs/QBRs, executive engagement)
Define goals and metrics for the team to grow business through cross-selling and upselling
Develop proficiency as a technical thought leader for Taxbit’s Customer Experience
Create and manage a feedback loop for the team to liaise with Product and Engineering teams
Build processes to measure performance and ensure Customer Operations teams drive business needs
Partner cross-functionally and globally with other Senior Leadership Team members to ensure a seamless customer experience
Support teams through escalations and customer issues
Be the executive sponsor of driving customer centricity broadly across Taxbit

Skills

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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