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! Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week.
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 the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.
Skills Required
- Experience in partner management, business development, or a related role
- Experience working with banks, issuers, or financial-services partners
- Exposure to tax or accounting industry
- Ability to coordinate and collaborate across cross-functional teams (product, engineering, tax)
- Experience crafting partnership and product strategies and executing deals
- Analytical thinking and problem-solving skills
- Strong communication and negotiation skills
- Ability to learn quickly and adapt in a fast-paced environment
- Proactive mindset with drive to see projects through to completion
- Team members in the New York City metropolitan area must be on-site a minimum of three days per week
april Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about april and has not been reviewed or approved by april.
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Parental & Family Support — Parental leave is described as “top in the field,” indicating a strong emphasis on supporting new parents. This focus underscores an intent to help employees balance family and work during life events.
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Leave & Time Off Breadth — Unlimited PTO is explicitly offered for vacations, celebrations, and rest. This breadth of time off suggests flexible, year‑round recharge opportunities.
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Fair & Transparent Compensation — Multiple roles publicly list base pay ranges (e.g., Tax Analyst $75k–$95k; Senior Account Executive $145k–$165k base), providing clear targets at hire. Public bands increase visibility into expected base compensation.
april Insights
What We Do
Integrating intelligent tax experiences wherever people make financial decisions.
