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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