Sprintax - Customer Success Executive

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Requirements:

• Account management and customer service experience (5 years minimum).
• Entrepreneurial approach to working in a small team.
• High level of attention to detail and accuracy.
• Energy and enthusiasm.
• Effective office, time management and organizational skills.
• Computer literacy – knowledge of Word, above average Excel, Outlook and PowerPoint required.
• Ability to work independently.
• Excellent spoken and written English (grammar, spelling, and pronunciation) and experience in presenting.

Responsibilities:

• Manage existing and newly onboarded Sprintax Returns clients.
• Manage day to day questions from the partners and their students, scholars and program participants, including code updates.
• Manage the annual invoice renewal process and monitoring of code usage.
• Identify opportunities to upsell or offer additional Sprintax products, such as Calculus.
• Drive growth in existing and new clients by ensuring communications are being shared and encouraging participating in webinars and other Sprintax marketing initiatives and identifying and securing new co-marketing opportunities.
• Identification and evaluation of new product and service opportunities.
• Management of accounts and invoicing via HubSpot, ensuring all communications is captured.
• Working with the sales team to identify sales opportunities and where possible researching contacts and assisting the sales team in securing presentation opportunities.
• Work with sales and marketing to deliver tax and other content webinars.
• Working closely with the marketing team to develop the marketing plan for the market as well as ad hoc requests that come up from time to time.
• Manage annual customer satisfaction