Taxfyle

Customer Success Manager

• Shadow Partner Success to map workflows and identify high-leverage automation opportunities
• Build and improve AI agents for client follow-ups, status updates, escalations, and ticket classification
• Write evaluations and review loops to determine agent accuracy and when human intervention is needed
• Automate partner reporting and job audits using BigQuery and dbt data
• Build lightweight internal tools and dashboards
• Connect the platform, ticketing, messaging, and data warehouse systems through APIs
• Use Claude Code and similar AI coding tools as part of development
• Document shipped work and its impact
• Own production systems from the first month
• Work directly with Partner Success, gather feedback, and refine solutions
• Support information security audits, assessments, and control reviews as requested

Explore Partner Success Engineer at Taxfyle. Review requirements and application details.