Enterprise Customer Success Manager

Confirmed live in the last 24 hours



51-200 employees

Tax compliance and accounting for digital assets

Financial Services
Data & Analytics
Crypto & Web3
Government & Public Sector


San Francisco, CA, USA

Required Skills
  • Bachelor’s degree; MBA 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
  • Own and grow deep client relationships across a portfolio TaxBit’s largest accounts
  • Drive successful customer business outcomes (e.g. CSAT/NPS, renewals, 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. SteerCos, MBRs/QBRs, executive engagement
  • Advocate for the success of your customers; create and manage a feedback loop with TaxBit’s Product and Engineering teams
  • Support customers with issue resolution (e.g. bugs, pulses, and 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
  • Provide training and customer education for new products and features
  • Prepare presentations and reports for executive stakeholders
  • Contribute to a great team culture and working environment

As a leader in crypto tax compliance and accounting, this company offers a dynamic workplace ideal for professionals eager to engage with cutting-edge financial technology. Its comprehensive platform addresses the complexities of digital asset investments with precision and regulatory adherence, making it a critical tool in the evolving fintech landscape. The emphasis on automation and real-time data integration not only ensures accuracy but also enhances the operational efficiency of businesses dealing with cryptocurrencies.

Company Stage

Series B

Total Funding



Draper, Utah



Growth & Insights

6 month growth


1 year growth


2 year growth