About us

• We are a fast-growing company with clients across North America, building the world's first AI-powered tax payment platform, unifying tax payments in one secure portal. Our product replaces fragmented systems with a single automated, verified, and compliant workflow.

Role

• We're looking for a Customer Success professional to help our customers successfully adopt and get maximum value from our AI-powered tax payment platform. You'll manage the full customer lifecycle — from onboarding through adoption, retention, and renewal — ensuring customers trust and rely on our secure, automated, and compliance-driven product.

Key responsibilities

• Own customer onboarding and guide clients through setup and implementation
• Proactively engage with customers to understand their needs, challenges, and objectives
• Advocate for customers internally and collaborate with Product, Engineering, and Compliance teams
• Monitor customer usage and engagement metrics to identify opportunities for optimization and expansion
• Conduct regular check-ins and business reviews with customers to review progress and gather feedback
• Serve as a subject matter expert on the product and provide training and resources to customers
• Collaborate with Sales on renewal and expansion opportunities
• Translate regulatory, payment, and technical complexity into clear customer value
• Establish customer playbooks, documentation, and scalable workflows

Qualifications

• 4+ years of experience in Customer Success, Account Management, or related client-facing roles in SaaS
• Proven track record managing customer onboarding and driving adoption in complex or regulated environments
• Strong relationship-building skills with the ability to manage executive-level conversations
• Experience monitoring customer health metrics and proactively preventing churn
• Ability to translate technical and regulatory complexity into clear customer communication
• Excellent written and verbal English communication skills
• Comfort working in a fast-paced, early-stage environment

Nice to have

• Experience in fintech, payments, or tax-related SaaS products
• Familiarity with compliance-driven onboarding workflows
• Experience scaling Customer Success processes and playbooks from scratch