Customer Success Manager, Direct Tax
New
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Thomson ReutersDirect tax
Source API remote eligibility restrictions: United StatesFull-TimeManager
SalaryTarget total cash compensation range for this role is $93,100 USD - $172,900 USD. Target total cash compensation ranges are inclusive of both base pay and any target sales incentive.
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Job Details
- Experience
- 8+ years of professional experience, with a minimum of 3 years’ experience in customer success
- Required Skills
- SalesforceCustomer Success
Requirements
- Have 8+ years of professional experience, including a minimum of 3 years in customer success.
- Have direct tax experience.
- Have a 4-year college degree.
- Have experience working in and around cloud software solutions and cloud delivery models.
- Demonstrate business acumen and the ability to manage customer journeys, resolve conflict, and solve problems.
- Be able to travel 25%.
- Preferred: Master’s degree or equivalent.
- Preferred: Salesforce user experience.
- Preferred: Functional or technical skills in SaaS implementations and ERP applications.
Responsibilities
- Partner with customers to define success, deliver educational activities throughout their lifecycle, and track progress toward business outcomes.
- Develop and share best practices and Customer Success Plans with customers.
- Collaborate with internal teams, including Sales and Professional Services.
- Monitor customer health by tracking usage data and escalating critical concerns.
- Use customer insights to drive strategic adjustments.
- Identify and activate commercial growth opportunities, recommending improvements based on customer maturity.
- Help customers maximize value from their investment and drive retention through tailored engagement.
- Use Gainsight and Salesforce to manage client information, pipeline, and financial forecasts.
- Build and present business plans, report on market and competitor activities, and represent Customer Success in cross-functional meetings.
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