Client Enablement Manager

New
Based in the United StatesFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
3–5 years
Required Skills
Project ManagementData AnalysisChange ManagementCustomer Success

Requirements

  • 3–5 years of experience in tax, tax technology, client enablement, customer success, or transformation-focused roles within public accounting or corporate tax environments.
  • Proven experience leading client onboarding, workflow optimization, implementation, or process improvement initiatives.
  • Experience working with tax automation platforms, tax compliance software, or electronic filing solutions.
  • Strong understanding of complex tax workflows, including K-1 reporting, tax reporting processes, or related compliance activities.
  • Demonstrated project management skills with the ability to coordinate cross-functional teams and manage timelines.
  • Strong client-facing communication skills with the ability to explain complex concepts effectively.
  • Ability to build trusted relationships with clients, executives, and internal stakeholders.
  • Analytical mindset with the ability to interpret usage data and develop actionable recommendations.
  • Experience supporting technology adoption and organizational change initiatives.
  • Self-motivated, organized, and comfortable working in a fast-paced environment.

Responsibilities

  • Lead new client onboarding initiatives from kickoff through implementation and go-live.
  • Develop customized onboarding plans based on client business structures, workflows, and operational needs.
  • Deliver tailored training sessions for different user groups to promote platform adoption.
  • Create enablement resources, documentation, and working sessions to support self-sufficiency.
  • Design and execute adoption strategies to accelerate usage and increase time to value.
  • Track utilization trends, identify adoption challenges, and proactively address improvement opportunities.
  • Advise clients on workflow transformations and process improvements.
  • Collaborate with executive sponsors to define success metrics and measure outcomes.
  • Gather client feedback to inform product team improvements.
  • Work closely with sales and support teams to ensure seamless client experiences.
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