Customer Success Manager

Posted 2 Days Ago
Be an Early Applicant
New York, NY
Junior
Financial Services
The Role
This role involves managing critical bank partnerships, driving initiatives, and onboarding partners through the implementation process. The Customer Success Manager will analyze partner needs, execute deals, and ensure client strategy success through collaboration with internal teams.
Summary Generated by Built In

Salary: $110,000 - $120,000

Looking for a higher salary? Apply anyway! This band is a reflection of the job description as written. We are more than happy to speak to more experienced candidates who may require a higher salary and discuss that experience in our first phone screen. 

About The Role

april is on the lookout for a driven Customer Success Manager to play a pivotal role in our client relationships. In this role you'll have the unique opportunity to work hands on with our partners and act as their main point of contact. You'll have the chance to onboard and walk partners through our cutting edge implementation process—establish strong relationships and align with their specific expectations. This team works hands on to ensure alignment on partner needs as well as addressing any challenges to ensure retention. 

If you’re all that and looking to collaborate, quickly adapt, and grow professionally you should definitely consider applying to join us on our journey! Do keep in mind that this is a HYBRID position based in NYC requiring 2 in office days per week (Tuesday, Thursday). 

Key Responsibilities:

  • Manage April’s most critical bank partnerships, with a focus on driving the execution of joint initiatives and launching new offerings to benefit April’s users
  • Build a best-in-class partner management model 
  • Leverage industry knowledge to craft thoughtful partnership and product strategies
  • Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution 
  • Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy 
  • Help find the right stakeholders that can champion April, educating them on our value proposition and executing deals that address their needs and support our strategy
  • Leverage significant industry experience to help our internal teams compose our holistic account management strategy 

Experience:

  • Experience in partner management, business development, or a related role, ideally in the financial services industry
  • Exposure to the tax or accounting industry is a plus, but not required
  • A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
  • Analytical thinking with a knack for problem-solving and creating value for partners and end users
  • Strong communication and negotiation skills
  • The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
  • A proactive mindset, with the drive to see projects through to completion

About April

april is redefining the tax software industry with our cutting-edge technology and innovative approach. Backed by top-tier investors such as Treasury, QED, Nyca Partners, Team8, Euclidean Capital, and Atento Capital, we partner with financial service companies, fintechs, and payroll providers to seamlessly integrate mobile-friendly tax solutions into their platforms.

Our mission is to transform tax management from a once-a-year chore into a proactive, year-round process. Through our advanced AI technology, we’re breaking down the barriers of the tax industry to offer intelligent, white-labeled solutions wherever financial decisions are made.

The Company
New York, New York
63 Employees
On-site Workplace
Year Founded: 2021

What We Do

Integrating intelligent tax experiences wherever people make financial decisions.

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