Director, Customer Success
2 days ago
The Role
As our Director, Customer Success and Solution Specialists, you will manage and grow the TaxBit teams that serve as central points of contact for our portfolio of existing and growing enterprise customers. You’ll have accountability for key customer outcomes such as retention, satisfaction, revenue, adoption, and overall relationship health.
You will help support your teams as they work to deepen value realization including: supporting existing solutions, identifying new use cases for expansion, and educating customers on industry best practices. You’ll lead our pre sales technical product experts for all things tax and accounting, and you’ll help go to market teams understand and share our competitive advantage with customers.
You will collaborate internally with stakeholders like SMEs, Implementation, and Sales teams to ensure a seamless end-to-end experience for our customers. You’ll serve as an executive champion for your teams and your customers when it comes to managing product feature requests and building feedback loops with our Product and Engineering teams. Your teams will be responsible for building competitive intelligence of TaxBit products, helping to develop market intel, and sharing best practices and product expertise with our sales team.
Key Responsibilities
- Develop proficiency as a technical thought leader helping to drive the strategy and execution plan for TaxBit’s Customer Experience segment, working with cross functional partners.
- Become a product expert on our Enterprise products, helping to build out competitive intelligence and training documents for our cross functional teams.
- Retain existing client revenue while working in partnership with our Account Executives to add revenue to the account base
- 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)
- Establish a strong governance structure for each of your team’s accounts, e.g. SteerCos, MBRs/QBRs, executive engagement
- Define goals and metrics for your team to grow business through cross-selling and upsell opportunities
- Advocate for the success of your customers as the executive champion
- Create and manage a feedback loop for your team to liaise with TaxBit’s Product and Engineering teams
- Build processes for your teams that help to measure performance and ensure that the Customer Success and Solutions Specialist teams are able to drive business needs
- Partner cross-functionally with other Senior Leadership Team members 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
- Support teams through any escalations or customer issues that may arise for both pre-sales and post-sales
Required Qualifications
- 5+ years of people management experience in account management, customer success, solutions architecture, or sales engineering
- Experience working with Enterprise SaaS platforms
- Previous Technical Sales experience in a SaaS organization
- Background and expertise in financial services, crypto and/or tax and accounting preferred
-
California, United States Intercom Full timeWhat's the opportunity?We are seeking a Global Director to lead our Scaled Success and Strategic Programs organization. In this role, you will report directly to the VP, Solutions and Success, partnering closely with the global Customer Solutions leadership team (Sales Engineering, Professional Services, and Customer Success). You will lead a Senior Manager...
-
Americas Customer Service Director
6 days ago
California, Missouri, United States Audio LLC Full timeJob Description:The Head of Americas Customer Experience will be responsible for leading our Americas customer service team. The successful candidate will have a strong background in the audio industry, excellent leadership skills, and a proven track record of delivering exceptional customer experiences.Key Requirements:Strong experience in the audio...
-
Client Success Specialist
5 days ago
California, Missouri, United States Interface AI Full timeCustomer Success FocusWe are committed to delivering exceptional customer success, exceeding client expectations, and building long-term relationships. As a Technical Account Manager, you will be responsible for effectively communicating complex client and solution concepts to audiences of varying levels, demonstrating strong interpersonal and communication...
-
Director of French Language Curriculum
6 days ago
California, Missouri, United States UC Santa Barbara Full timeProgram Director OpportunityThe Department of French and Italian at UC Santa Barbara is seeking a visionary leader to serve as French Language Program Director. As Program Director, you will play a key role in shaping the future of our French language program and contributing to the university's mission to advance knowledge and understanding through...
-
Associate Director
2 days ago
California, United States KMK Consulting, Inc Full timeDirector/Associate Director, Sales Operations & Incentive CompensationCompany OverviewKMK is a leading global data analytics and technology consulting firm, dedicated to empowering leaders in the Life Sciences sector with data-driven insights for improved decision-making. Our cutting-edge data analytics and software platforms cater to diverse needs,...
-
Healthcare Field Sales Director
5 days ago
California, Missouri, United States Ordr Tech Full timeAbout Ordr TechOrdr makes it easy to see, know and secure every connected device in your network—in real-time. Using a 'whole enterprise' philosophy and the Ordr Data Lake, populated with a rich and growing library of millions of detailed device profiles, Ordr identifies every IT, IoT, IoMT, and OT asset, maps its attack surface, and protects each device...
-
Medical Director for Center Development
7 days ago
California, Missouri, United States CSL Plasma Inc. Full timeAbout the RoleThe Medical Director will be responsible for aligning center processes, improving operational efficiencies, and reducing process variation to ensure consistency across our fleet.This is an exciting opportunity to join a dynamic team and make a meaningful impact on our organization's success.
-
Director Growth Market
2 days ago
California, United States Canon America Medical Systems Full timeTo be considered for future opportunities, please submit your information to our Talent Community!We appreciate your time and consideration - click and submit!Director Growth Market - California - req1313OVERVIEWThe Director of Growth Market (DGM) acts as the leader for sales activities in a strategically identified geography within one of the six regions...
-
California, United States Axon Full timeYour ImpactAs the leader of the Technical Account Managers (TAMs) and support, you will directly lead multiple teams that support customers with various product focus areas, having an emphasis on cloud-based software. Your team will be comprised of TAMs onsite at customer locations as well as remote support engineers. You will be accountable for driving the...
-
Executive Director in Development
1 week ago
California City, California, United States Pennant Services Full timeAbout Pennant ServicesPennant Services is a dynamic and progressive company operating in the rapidly expanding senior living, home health, hospice, and home care industries.We have affiliates that operate over 104 senior living, home health, hospice, physician services, and home care operations across 14 Western states. Our independent operating subsidiaries...
-
Managed Care Medical Director
1 week ago
California, United States Pailin Group Psc Full timeCategory: Managed Care. Regular Full-TimeCore ValuesYOUR CONTRIBUTION TO THIS EMPLOYER’S SUCCESS! The California Managed Care Medical Director for the Managed Care Division contributes to the mission by providing strategic and clinical leadership through oversight of clinical services. The MCMD ensures that the Corporate Mission, Core Values, and...
-
Senior Director of Production
6 days ago
California, Missouri, United States Global Recruiters of West Palm Beach Full timeAbout the RoleThe Senior Director of Production will play a crucial role in leading the manufacturing operations at our CA location. As a key member of the leadership team, you will be responsible for overseeing the entire production process and collaborating with cross-functional teams to achieve business objectives.Key Performance Indicators:Ensure the...
-
Artistic Director of Experiential
5 days ago
California, Missouri, United States Coffee Full time**Company Culture**CNC Agency values innovation, creativity, and teamwork. Our dynamic environment is perfect for individuals who thrive in fast-paced settings and are passionate about making a lasting impact.As a senior Art Director, you will have the opportunity to collaborate with talented individuals from diverse backgrounds and disciplines. Together, we...
-
Director, Marketplace
22 hours ago
California, United States Walmart Full timePosition Summary:The Walmart Marketplace is a curated community of respected, professional sellers who offer only top-quality, authentic products and best-in-class customer service.The Mens Fashion Category Director will be responsible for developing and executing the Marketplace growth strategy for the Menswear category. You will set the overall business...
-
Director of Resident Care Services
7 days ago
California, Missouri, United States California Association of Long Term Care Medicine Full timeCompany OverviewKisco Senior Living has been a dynamic, award-winning leader in the senior living industry for over 30 years. Our commitment to providing superior care services delivered with compassion has earned us a reputation as a trusted partner in the community.Salary and BenefitsThis role offers competitive pay: $80k-$90k depending on experience. In...
-
Assisted Living Services Director
5 days ago
California, Missouri, United States California Association of Long Term Care Medicine Full timeAbout Our CompanyWe create a great place to live for our residents and a great place to work for our associates. With over 30 years of experience in the senior living industry, we have developed a reputation for excellence and innovation.Our MissionTo provide exceptional care and support services to seniors and their families, while fostering a positive and...
-
California, Missouri, United States Alignment Healthcare Full timeAbout the RoleWe are seeking an exceptional Director, Payroll Production and Optimization to join our team at Alignment Healthcare. This individual will be responsible for driving payroll efficiency, reducing risks, and ensuring compliance with regulatory requirements. The successful candidate will possess a strong understanding of payroll operations, labor...
-
Director, Brand
7 days ago
California, United States Webflow Full timeAt Webflow, our mission is to bring development superpowers to everyone. Webflow is a Website Experience Platform (WXP) that empowers modern marketing teams to visually build, manage, and optimize stunning websites. With AI-driven personalization baked in, Webflow enables teams to significantly boost conversion rates, translating directly into measurable...
-
Head of Client Success
3 days ago
California, United States UP.Labs Full timeAbout WARP Based in the heart of the Los Angeles Metropolitan Area, WARP is revolutionizing middle-mile logistics through cutting-edge solutions designed to optimize efficiency and elevate customer satisfaction. Operating with an asset-light business model, we eliminate the need for traditional terminals by leveraging a network of third-party cross-docks and...
-
Medical Directors
2 days ago
California, United States Pailin Group Psc Full timeMust possess a Medical Board license MD/DO/RNP (State specific) in Internal/Family Medicine/Adult Gerontology/Infectious DiseaseValid DEA & Furnishing licensePrior experience or interest in treating and diagnosing clients in an outpatient Primary Care settingMust obtain AAHIVM Certification within 18 months of hireCurrent CPR/BLS (Cardio Pulmonary...