Customer Success Manager

April Tax Solutions Inc

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years in partner management or business development, preferably in financial services
  • Experience navigating complex client relationships and executing strategic initiatives
  • Ability to communicate effectively with multiple stakeholders and negotiate outcomes
  • Strong analytical skills for problem-solving in a fast-paced environment
  • Proactive approach to project management and execution of initiatives
  • Familiarity with product-centric environments, ideally in tax or accounting

Responsibilities

  • Manage critical bank partnerships, ensuring effective execution of joint initiatives
  • Develop and implement a leading partner management model
  • Leverage industry expertise to create impactful partnership strategies
  • Engage with banks and issuers to facilitate strategic deals and executions
  • Coordinate with internal teams (tax, product, engineering) for client strategy development
  • Identify and educate key stakeholders on april's value proposition
  • Utilize industry knowledge to enhance account management strategies

Benefits

  • Opportunity for professional growth in a collaborative environment
  • Hands-on involvement with industry-leading partners
  • Ability to shape and influence partnership strategies
  • Convenient location for NYC metro area residents with in-office engagement
  • Supportive team culture that encourages adaptability and learning
Full Job Description
About the Role

april is on the lookout for a driven Customer Success Manager to play a pivotal role in our client relationships. In this role, you'll have the unique opportunity to work hands on with our partners and act as their main point of contact. You'll have the chance to onboard and walk partners through our cutting edge implementation process-establish strong relationships and align with their specific expectations. This team works hands on to ensure alignment on partner needs as well as addressing any challenges to ensure retention.

If you're all that and looking to collaborate, quickly adapt, and grow professionally you should definitely consider applying to join us on our journey! Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week.

Key Responsibilities
  • Manage april's most critical bank partnerships, with a focus on driving the execution of joint initiatives and launching new offerings to benefit April's users
  • Build a best-in-class partner management model
  • Leverage industry knowledge to craft thoughtful partnership and product strategies
  • Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
  • Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
  • Help find the right stakeholders that can champion april, educating them on our value proposition and executing deals that address their needs and support our strategy
  • Leverage significant industry experience to help our internal teams compose our holistic account management strategy

Experience
  • Experience in partner management, business development, or a related role, ideally in the financial services industry
  • Exposure to the tax or accounting industry is a plus, but not required
  • A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
  • Analytical thinking with a knack for problem-solving and creating value for partners and end users
  • Strong communication and negotiation skills
  • The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
  • A proactive mindset, with the drive to see projects through to completion

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