The Role
Quota-carrying expansion Customer Success Manager responsible for driving upsell and cross-sell within an existing book of business. Own the post-sale journey from onboarding through adoption, renewals, and expansion. Build and manage an expansion pipeline, forecast accurately, drive adoption and value, and hit $50K/month expansion targets while partnering with product and support.
Summary Generated by Built In
About TaxGPT
What You’ll Do
What We Are Looking ForRequired Qualifications
Preferred Qualifications
How We Define Success in This Role
Our Hiring Process
Step 1: Application (10 minutes)
Step 2: Virtual Interview (45 min)
Step 3: Take Home Assignment (~2-3 hours)
Step 4: Virtual Interview (30 min)
Timeline
Compensation
TaxGPT is revolutionizing the tax and accounting space with AI-driven solutions tailored for accountants, tax professionals, and SMBs. We are building an AI co-pilot to transform tax workflows, drive efficiency, and simplify compliance. Recently named one of Business Insider’s 30 Early-Stage Startups Most Likely to Become Tech’s Next Unicorns, we would love for you to join our growing team.
This is a quota-carrying expansion role where you turn a base of firms that already love TaxGPT into our fastest-growing revenue engine. You will own a $50K/month expansion number from Day 1, hunting upsell and cross-sell inside your book of business while protecting it through healthy adoption and on-time renewals. This is not a support role, retention is table stakes; net-new expansion revenue is how you win.
You will own the post-sale customer journey from onboarding and activation through adoption, renewals, and expansion, serving as a trusted advisor who ensures customers realize measurable value from the platform. You will partner closely with product and support to keep accounts healthy, but your calendar, your pipeline, and your comp are built around growth.
Base Salary: $80,000 – $100,000
Variable Comp: $50,000 – $100,000 tied to expansion performance (uncapped commission, no ceiling on top performers)
Total comp: $134,000 – $200,000
Benefits: Medical insurance, Dental, Vision, 401k + 3% match, Life insurance, equity
Travel: Once a quarter to the San Francisco headquarters
- A documented track record of carrying and hitting a sales quota, 3+ years in a closing role (AE, expansion/growth AE, quota-carrying account manager, or similar). Come ready to talk numbers: quota, attainment, and deal sizes.
- Proven ability to source, build, and close expansion and upsell revenue in a book of business, not just manage relationships or renew.
- A hunter’s mentality: comfortable driving urgency, handling objections, negotiating, and asking for the close.
- Strong discovery and value-selling skills, you can turn a product conversation into a business case and a business case into signed expansion.
- Comfort operating against a monthly number, with the self-direction to manage your own pipeline and forecast accurately.
- Proficiency with CRM and sales tooling (e.g., HubSpot) to run pipeline, forecast, and track expansion.
- Excellent communication and executive presence, you can hold a value conversation with a firm owner or managing partner.
- Proficient with collaboration tools like Slack, Google Workspace, and Fathom.
- Experience selling or expanding in tax, accounting, or financial services.
- Background in high-growth SaaS, fintech, or startup environments carrying an expansion or new-business quota from Seed Stage to Series A+
- Experience selling technical or AI-powered products to professional-services buyers.
- Familiarity with usage and health data to spot and prioritize the highest-propensity expansion accounts.
A strong Customer Success Manager in this role:
- Consistently hits $50K/month in expansion revenue by identifying, building, and closing upsell and cross-sell opportunities across their book.
- Builds and manages a rigorous expansion pipeline with accurate forecasting, owning their number and knowing their path to it every week.
- Prospects within existing accounts, finds untapped potential, and builds repeatable systems to execute at scale.
- Protects and grows the book by driving adoption, proving value, and renewing accounts ahead of cycle.
- Builds trusted relationships through regular check-ins, success planning, and strategic business reviews that turn healthy accounts into growing ones.
Click ‘Apply Now’ and fill out the application form. We’ll review and respond quickly.
Step 2: Virtual Interview (45 min)
If you pass the assignment screening, you will be invited to an online interview with the hiring manager.
After passing the initial screening, you will receive a take-home assignment that takes 2-3 hours.
Step 4: Virtual Interview (30 min)
You may also be invited to an online interview with our founder and CEO, pending their availability.
We move fast and aim to close this job in one week.
If you're ready to make a big impact on a small team and take your career to the next level, apply today to join our team at TaxGPT. We can't wait to meet you!
At TaxGPT, we are committed to fostering a diverse and inclusive work environment. We believe that diversity in all its forms – race, gender, nationality, religion, sexual orientation, and beyond – enriches our perspectives and enhances our product. Each member of our team brings unique experiences, skills, and viewpoints to the table, and it's this mosaic of backgrounds that drives our innovation forward. We provide equal employment opportunities to all individuals without regard to race, color, religion, sex, national origin, age, disability, or veteran status. Join us in building a future where technology breaks barriers and creates opportunities for all.
The base pay range for this role is $80,000 – $100,000 per year.
Skills Required
- Documented track record of carrying and hitting a sales quota; 3+ years in a closing role (AE, expansion/growth AE, quota-carrying account manager)
- Proven ability to source, build, and close expansion and upsell revenue inside a book of business
- Hunter's mentality: drive urgency, handle objections, negotiate, and close deals
- Strong discovery and value-selling skills; convert product conversations into business cases and closed expansion
- Comfort operating against a monthly number with self-direction to manage pipeline and forecast accurately
- Proficiency with CRM and sales tooling (e.g., HubSpot) to run pipeline, forecast, and track expansion
- Excellent communication and executive presence; able to hold value conversations with firm owners or managing partners
- Proficient with collaboration tools such as Slack, Google Workspace, and Fathom
- Ability to own the post-sale customer journey from onboarding and activation through adoption, renewals, and expansion
- Comfort with quarterly travel to the San Francisco headquarters
- Experience selling or expanding in tax, accounting, or financial services
- Background in high-growth SaaS, fintech, or startup environments carrying expansion or new-business quota (Seed to Series A+)
- Experience selling technical or AI-powered products to professional-services buyers
- Familiarity with usage and health data to prioritize high-propensity expansion accounts
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The Company
What We Do
TaxGPT is automating tax filing with AI to save Americans two billion hours annually. Ask your tax questions at TaxGPT.com
