Neo.Tax

Customer Success Manager

• Own the post-sale relationship with a portfolio of customers from kickoff through renewal
• Serve as the main point of contact for finance, tax and engineering stakeholders
• Lead customer onboarding by connecting Jira and GitHub, collecting payroll and cost data, and setting timelines
• Manage monthly capitalization updates, data refreshes, and annual R&D study and filing deadlines
• Troubleshoot data and integration issues with tax, engineering and solutions teams
• Explain results to CFOs, controllers, tax directors and outside CPAs
• Track account health and usage and identify risks early
• Own renewals and identify expansion opportunities
• Bring customer feedback to the product team
• Build scalable customer success playbooks and documentation

Explore Customer Success Manager at Neo.Tax. Review requirements and application details.

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Customer Success Manager