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Full-Time

Customer Success Manager

Confirmed live in the last 24 hours

April

April

51-200 employees

Integrated tax filing solution for clients

Data & Analytics
Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$110k - $120kAnnually

Mid, Senior

New York, NY, USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Communications
Management
Requirements
  • Experience in partner management, business development, or a related role, ideally in the financial services industry
  • Strong communication and negotiation skills
  • Analytical thinking with a knack for problem-solving and creating value for partners and end users
  • 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 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

$40M

Headquarters

New York City, New York

Founded

2021

Growth & Insights
Headcount

6 month growth

-6%

1 year growth

-4%

2 year growth

103%
Simplify Jobs

Simplify's Take

What believers are saying

  • April's partnerships with over 20 fintech platforms, including Chime and Gusto, significantly expand its user base and market reach.
  • The appointment of industry veterans like Raj R. Doshi and Christina Taylor strengthens April's leadership and operational capabilities.
  • April's AI-driven personalized filing flow has demonstrated substantial time savings and convenience for users, with 47% completing their taxes in under an hour.

What critics are saying

  • The competitive fintech landscape requires April to continuously innovate to maintain its edge.
  • Dependence on partnerships with financial apps means that any disruption in these relationships could impact April's growth.

What makes April unique

  • April's integration into existing financial apps offers a seamless tax filing experience, unlike traditional standalone tax software.
  • The company's transparent pricing model with no hidden fees sets it apart from competitors who often have complex pricing structures.
  • April's status as an IRS Authorized e-file provider ensures a high level of trust and compliance, which is crucial for users.