Were looking for a Manager of Customer Success to lead a team of Customer Success Managers (CSMs) serving customers across our Indirect Tax and Direct Tax solutions (ONESOURCE). This leader will also directly hold and manage their own focused book of enterprise customers while managing and developing a team of Customer Success professionals.
The ideal candidate is equally comfortable leading people and engaging with executives at our largest customers setting direction for the team modeling best-in-class customer success practices and rolling up their sleeves to drive outcomes for their own accounts.
About the Role
In your capacity serving your individual book of business you will:
Own a portfolio of enterprise and strategic customers across our Tax and Trade solutions.
Build and execute customer success plans (CSPs) lead executive business reviews (EBRs) and executive check-ins
Track product usage time-to-value and leading indicators to proactively manage customer health and escalate risk early.
Identify and drive expansion opportunities within your assigned portfolio collaborating with Sales on strategy and execution.
Model best-in-class customer success practices
In your capacity as the leader of a team of CSMs you will:
Hire coach and hold CSMs accountable to develop and demonstrate strong skills in customer relationship management problem-solving and strategic account planning.
Set and monitor clear performance metrics tied to adoption retention expansion and customer advocacy.
Ensure high-quality consistent delivery of CSPs EBRs and proactive check-ins across the team.
Act as an escalation point for customer issues working cross-functionally to resolve challenges and advocate for customer needs.
Partner closely with Sales Product Customer Support Professional Services Engineering and Enablement to remove blockers and accelerate outcomes.
Use Gainsight Salesforce and related tooling to maintain accurate account data health scores and activity tracking for your team.
Lead by example and build a culture of customer focus accountability rigor and continuous improvement within the team.
Key Outcomes
Renewal and NRR goals met or exceeded for both your team and your own accounts.
Higher adoption and faster time-to-value across Tax (ONESOURCE) solutions.
Clear customer health visibility and strong plans for at-risk accounts.
Consistent delivery of CSPs EBRs and proactive engagement.
Expansion opportunities identified and executed across all portfolios.
Strong cross-functional collaboration and customer advocacy.
About You
You are a fit for the role of Manager Customer Success if you have:
Experience mentoring leading or managing CSM teams (SaaS preferred); tax trade or ERP experience is a plus.
Passion for developing people and building high-performing teams; you lead with empathy clarity and accountability.
Proven record driving retention adoption and expansion with enterprise/strategic accounts while owning a book of business.
Hands-on experience with Gainsight and Salesforce (or similar CS/CRM tools); Gong or similar is a plus.
Familiarity with ONESOURCE Pagero or comparable tax/trade solutions and understanding of SaaS/cloud delivery.
Strong executive presence with excellent communication and stakeholder management.
Strong business acumen and problem-solving; able to manage the full customer journey.
Demonstrated curiosity learning agility proactivity urgency strategic thinking collaboration and accountability.
Aligned to TR values: obsess over customers compete to win challenge your
Aligned to TR values: obsess over customers compete to win challenge your thinking act fast learn fast and be stronger together.
Bachelors degree required; masters degree a plus.
Ability to travel up to 25%.
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Whats in it For You
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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.
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