Full-Time

Customer Success Manager

Posted on 9/6/2024

April

April

51-200 employees

Integrated tax filing solution for clients

Fintech
Financial Services

Compensation Overview

$110k - $120kAnnually

Mid, Senior

New York, NY, USA

Hybrid position requiring 2 in-office days per week (Tuesday, Thursday).

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Requirements
  • Experience in partner management, business development, or a related role, ideally in the financial services industry
  • Exposure to the tax or accounting industry is a plus, but not required
  • A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
  • Analytical thinking with a knack for problem-solving and creating value for partners and end users
  • Strong communication and negotiation skills
  • The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
  • A proactive mindset, with the drive to see projects through to completion
Responsibilities
  • Manage April’s most critical bank partnerships, with a focus on driving the execution of joint initiatives and launching new offerings to benefit April’s users
  • Build a best-in-class partner management model
  • Leverage industry knowledge to craft thoughtful partnership and product strategies
  • Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
  • Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
  • Help find the right stakeholders that can champion April, educating them on our value proposition and executing deals that address their needs and support our strategy
  • Leverage significant industry experience to help our internal teams compose our holistic account management strategy

April simplifies the tax filing process by integrating it into existing financial applications like banking and payroll. Users can import their financial data with a single click, which saves time and reduces the hassle of manual data entry. As an IRS Authorized e-file provider, April allows clients to electronically file their tax returns securely. The company stands out from competitors by offering transparent pricing with no hidden fees, ensuring clients know exactly what they will pay upfront. April caters to a wide range of clients, including parents, students, and workers, and guarantees maximum refunds, providing peace of mind that clients will receive the best possible outcome from their tax returns.

Company Stage

Series A

Total Funding

$38.9M

Headquarters

New York City, New York

Founded

2021

Growth & Insights
Headcount

6 month growth

0%

1 year growth

3%

2 year growth

5%
Simplify Jobs

Simplify's Take

What believers are saying

  • April's partnerships with over 20 fintech platforms expand its market reach.
  • AI-driven tax filing offers personalized, efficient solutions for diverse tax scenarios.
  • April's maximum refund guarantee enhances customer trust and satisfaction.

What critics are saying

  • Chime's free tax filing service poses a threat to April's pricing model.
  • April's reliance on fintech partnerships could be risky if partners switch providers.
  • Competition from Chime's expanded tax filing program may impact April's market share.

What makes April unique

  • April integrates tax filing into existing financial apps for seamless user experience.
  • April offers transparent pricing with no hidden fees, unlike many competitors.
  • April is an IRS Authorized e-file provider, ensuring compliance and reliability.

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Benefits

Hybrid Work Options

INACTIVE