Customer Success Manager Direct Tax

Are you passionate about building meaningful relationships and empowering customers to achieve their goals while driving success for both them and the company

Customer Success is not just a function or team at Thomson Reuters but also our reason for doing business. We measure our success based on the prioritization of our customers needs and goals. The relationship we create with our customers determines the future benefits for them and our company.

The Customer Success Manager (CSM) is assigned a book of business specific to Concierge and/or Advisory customers responsible for the development of customers knowledge on their suite of offerings. The CSM will manage these customers to drive performance towards Thomson Reuters strategic objectives and retention goals. This will require the management of multiple projects with strong business acumen to remove obstacles interfering with the growth and retention of customers.

About the Role:
In this opportunity as a Customer Success Manager you will:

• Partner with customers to define success deliver educational activities throughout their lifecycle and track progress toward business outcomes.

• Develop and share best practices and Customer Success Plans collaborating with internal teams like Sales and Professional Services.

• Monitor customer health by tracking usage data and escalating critical concerns using insights to drive strategic adjustments.

• Identify and activate commercial growth opportunities recommending improvements based on customer maturity and working closely with the commercial team.

• Ensure customers receive maximum value from their investment driving retention and growth through tailored engagement and collaboration.

• Leverage technology tools (e.g. Gainsight Salesforce) to manage client information pipeline and financial forecasts accurately.

• Build and present business plans report on market and competitor activities and represent Customer Success in cross-functional meetings to support business objectives.

About You:
You are a fit for the role of Customer Success Manager if you have:

• 8 years of professional experience with a minimum of 3 years experience in customer success

• Direct Tax experience

• 4-year college degree required masters degree or equivalent preferred

• Gainsight or Salesforce user experience a plus

• Functional/technical skills in SaaS implementations and Enterprise Resource Planning (ERP) applications a plus

• Experience working in and around cloud software solutions and cloud delivery models

• Strong business acumen and communication skills; can manage a customer journey conflict resolution and problem-solving.

• Ability to travel 25%

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Whats in it For You

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities whether caring for family giving back to the community or finding time to refresh and reset. This builds upon our flexible work arrangements including work from anywhere for up to 8 weeks per year empowering employees to achieve a better work-life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development we prepare our talent to tackle tomorrows challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow lead and thrive in an AI-enabled future.

• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation two company-wide Mental Health Days off access to the Headspace app retirement savings tuition reimbursement employee incentive programs and resources for mental physical and financial wellbeing.

• Culture: Globally recognized award-winning reputation for inclusion and belonging flexibility work-life balance and more. We live by our values: Obsess over our Customers Compete to Win Challenge (Y)our Thinking Act Fast / Learn Fast and Stronger Together.

• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental Social and Governance (ESG) initiatives.

• Making a Real-World Impact:We are one of the few companies globally that helps its customers pursue justice truth and transparency. Together with the professionals and institutions we serve we help uphold the rule of law turn the wheels of commerce catch bad actors report the facts and provide trusted unbiased information to people all over the world.

In the United States Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health dental vision disability and life insurance programs as well as a competitive 401k plan with company addition Thomson Reuters offers market leading work life benefits with competitive vacation sick and safe paid time off paid holidays (including two company mental health days off) parental leave sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally Thomson Reuters offers the following additional benefits: optional hospital accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.

Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The target total cash compensation range varies across locations. For any eligible US locations unless otherwise noted the target total cash compensation range for this role is $104300 - $193700. This is inclusive of both base pay and any target sales incentive. Pay is positioned within the range based on several factors including an individuals knowledge skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs.

This job posting will close 10/31/2025.

About Us

Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal tax accounting compliance government and media. Our products combine highly specialized software and insights to empower professionals with the data intelligence and solutions needed to make informed decisions and to help institutions in their pursuit of justice truth and transparency. Reuters part of Thomson Reuters is a world leading provider of trusted journalism and news.

As a global business we rely on the unique backgrounds perspectives and experiences of all employees to deliver on our business goals. To ensure we can do that we seek talented qualified employees in all our operations around the world regardless of race color sex/gender including pregnancy gender identity and expression national origin religion sexual orientation disability age marital status citizen status veteran status or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here.

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