TaxGPT is transforming the tax industry with AI-powered solutions that make tax management simpler, and more efficient. Based in Silicon Valley and backed by leading venture capitalists, we’re on a mission to change how tax and accounting firms approach taxes.

At TaxGPT, you’ll be part of a fast-growing team dedicated to commitment and excellence. This is your opportunity to work on the latest technology alongside a group of passionate professionals, pushing the boundaries of what’s possible in the tax space.

Build long-term relationships with our customers as a Customer Success Manager at TaxGPT. Help shape our customer success strategy, manage relationships with some of the world's largest companies and tax firms, and build strong, lasting client relationships.

What You’ll Do

• Customer Relationship Management: Build and maintain strong relationships with existing customers, ensuring a seamless and positive experience throughout their journey.

• Renewals & Retention: Proactively manage customer renewals, addressing concerns and ensuring a high retention rate through strategic engagement.

• Upsell & Expansion: Identify growth opportunities within existing accounts and collaborate with sales to drive upsell initiatives.

• Customer Success Pipeline: Track and manage customer interactions within our CRM, ensuring accurate data and timely follow-ups.

• Product Adoption & Training: Conduct onboarding sessions, product demos, and ongoing training to drive customer adoption and satisfaction.

• Customer-Focused Strategy & Vision: Build long-term relationships with every customer to ensure our products constantly evolve with their business needs. Collaborate with leadership to define and implement effective strategies that align with the company's growth objectives.

• Collaboration: Work closely with the marketing,  product, and sales teams to ensure a seamless customer experience and continuous improvement of our customer success processes.

What You’ll Need

• Minimum 5 years of customer success or account management experience

• Experience working at an early-stage startup

• Proven track record of identifying upsell opportunities and driving account expansion

• Strong problem-solving and consultative skills to understand and address customer needs

• Strong written and verbal communication skills, with excellent listening skills

• Bias for action and strong desire to work in a fast-paced startup environment

• Strong cross-functional collaborator who can build relationships across the company

• AI-native mindset: Approaches problems with an AI-first lens, instinctively seeking ways to leverage automation, agents, and AI tools to improve efficiency, scale, and decision-making

• Proficiency with Sales software (e.g., HubSpot, Amplitude, Customer.io).

Nice-to-Haves

• Experience managing relationships with tax professionals, accounting firms, or within the financial services industry is highly desirable.

• Background in Accounting (preferably a CPA or experience working at an accounting firm with a portfolio of clients)

• Strong preference for candidates located in the San Francisco Bay Area.

What We Offer

• Competitive Compensation: Base salary plus commission with OTE (On-Target Earnings).

• Benefits: Comprehensive health, dental, and vision insurance.

• Remote Work: Flexibility to work from anywhere in the U.S. or Canada.

• Growth Opportunities: Opportunity to grow with the company and take on additional responsibilities as we scale.

• Supportive Environment: Join a collaborative team that values innovation, transparency, and mutual support.

• Professional Development: Access to training and development resources to help you advance your career.

Contact-to-Hire: This role begins on a contract basis with the potential to convert to full-time employment.

Hiring Process

Step One: Initial Screening (15 Minutes)

Click 'Apply Now' and fill out the application form.

Step Two: Home assignment (up to 2 hours) (Two-day deadline)

After the initial interview, if you pass the screening:

We will send you a call recording of two customer calls. You will analyze the calls, create a script for a check-in call with an upsell opportunity, and submit a 5-minute Loom video presenting your script. This assignment is designed to assess your ability to engage with customers, address their needs, drive retention, and identify upsell opportunities. This shouldn’t take more than 2 hours.

Step Three: Final Interview (45 Minutes)

We will invite you for a 45-minute interview. 

The first 15 to 30 minutes will be about assignment review. 

The last 15 minutes will be general Q&A.

Step Four: Founder 1:1 and Final Offer (30 minutes)

Timeline:

We usually hire a Customer Success Manager in a week.

About TaxGPT

TaxGPT is at the forefront of AI-driven tax solutions, transforming the way tax professionals and firms manage their tax research and workflows. Our specialized AI tax co-pilot, built on our foundational proprietary AI model, is the most comprehensive tax research tool on the market, trusted by over 50,000 tax professionals and individual users. As we expand, we are looking for a dynamic and motivated Customer Success Manager to join our team and drive our sales efforts. We are backed by leading venture capital firms.