Customer Success Manager

Neo.Tax

. Own the post-sale relationship with a portfolio of customers from kickoff through renewal .

Posted 10/23/2026full-timeRemote • United States, CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer success management, focusing on post-sale relationships, account retention, and renewals. Proficient in data handling, API integrations, and communicating complex concepts to finance and accounting stakeholders.

Highest-signal resume keywords

Customer Success ManagementData Analysis and IntegrationAccount Retention and RenewalsCommunication with ExecutivesFamiliarity with US R&D Tax Credit

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data HandlingAPI IntegrationsPayroll ManagementCost AnalysisAccount ManagementDeadline ManagementTechnical ExplanationB2B SaaS ExperienceFinancial AnalysisDocumentation Creation

Soft Skills

Clear CommunicationProblem-SolvingCustomer Relationship ManagementFeedback IntegrationTeam Collaboration

Tools & Technologies

JiraGitHubSpreadsheets

Industry Keywords

B2B SaaSFinanceAccountingUS R&D Tax CreditPublic AccountingIRC §41ASC 350-40

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

5+ years in customer success, account management or implementation at a B2B SaaS company, ideally selling to finance or accounting teams
Comfort with data, spreadsheets, payroll or cost files, and API integrations
Clear written and spoken communication, including explaining technical or tax concepts to executives
Track record of managing several accounts and deadlines simultaneously
Ownership of retention and renewals
Familiarity with the US R&D tax credit (IRC §41), ASC 350-40, or public accounting is a strong plus
Bachelor’s degree in business, finance, accounting or a related field, or equivalent experience
Must live and work in the US or Canada
Must be authorized to work in the US or Canada without sponsorship

Benefits

Comp & perks

Direct access to leadership and the product team
Real influence over how the company grows