Sr. Customer Success Manager

Job Posted 3 Days Ago Posted 3 Days Ago
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2 Locations
Hybrid
144K-267K Annually
Mid level
Information Technology
The Role
The Senior Customer Success Manager will oversee customer migrations from on-premises to cloud, ensuring satisfaction while driving sales and strategic planning efforts among sales and partnership teams.
Summary Generated by Built In

Corporates Tax and Trade Customer Success team is seeking a highly motivated and experienced Indirect Tax (IDT) CSM to join our team. This role is pivotal in driving IDT sales and revenue as well as securing existing market share through a seamless transition of customers from our on-premises tax engine to the cloud. The IDT CSM will work with the Sales Executives (SEs), Customer Success Manager (CSM), and Partnership and Alliance (P&A) teams, driving incremental new sales and efficient migrations while delivering exceptional customer value.

About the Role

The role of a Senior Customer Success Manager includes:

  • Migration Management: Oversee and manage the migration of customers from our legacy, on-premises tax engine to the cloud, ensuring a swift and seamless transition.

  • Coordination: Collaborate closely with SE, CSM, P&A teams to determine the best forward plan for each customer migration.

  • Forecasting: Accurately support the sales forecast of migration schedules and coordinate with professional services resources to ensure timely execution.

  • Customer Engagement and Pitch: Drive and support customer meetings to explain the value of migration, outline the roadmap for future success, and address any concerns or questions. Where applicable, customer meetings may need to occur on-site and should include executive support from the customer.

  • Close: Lead efforts to move customers to signature quickly, ensuring they understand and realize the benefits of the migration.

  • Strategic Planning: Develop and implement strategic plans to optimize the migration process and enhance customer satisfaction, including aligning customer objectives to that of the migration.

  • Relationship Building: Build and maintain strong relationships with customers, SEs, CSMs, and partners, acting as a trusted advisor throughout the migration process.

  • Performance Metrics: Monitor and report on key performance indicators related to migration progress and customer satisfaction.

About You

You are a fit for the role of Senior Customer Success Manager if your background includes:

  • Proven experience in sales, customer success, or a related field, with a focus on technology or cloud services.

  • Strong understanding of IDT migrations and cloud platforms.

  • Excellent project management skills, with the ability to manage multiple sales and relationships effectively.

  • Exceptional communication and interpersonal skills, with the ability to effectively engage with customers and internal teams.

  • Ability to work collaboratively in a fast-paced, dynamic environment.

  • Strong analytical skills with the ability to forecast and manage migration schedules.

  • Results-oriented with a proven track record of meeting or exceeding targets.

  • Travel required up to 15%

#LI-BS1

What's in it For You?

You will join our inclusive culture of world-class talent, where we are committed to your personal and professional growth through:

  • Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance: flexible vacation, two company-wide Mental Health Days Off; work from another location for up to a total of 8 weeks in a year, 4 of those weeks can be out of the country and the remaining in the country, Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.

  • Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.

  • Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.

  • Social Impact: Ten employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.

  • Purpose Driven Work: We have a superpower that we’ve never talked about with as much pride as we should – we are one of the only companies on the planet that helps its customers pursue justice, truth and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.

Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The target total cash compensation range varies across locations.

For any eligible US locations, unless otherwise noted, the target total cash compensation range for this role is $143,500 - $266,500.

This is inclusive of both base pay and any target sales incentive.
Pay is positioned within the range based on several factors including an individual’s knowledge, skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs.

This job posting will close 04/28/2025.


Do you want to be part of a team helping re-invent the way knowledge professionals work? How about a team that works every day to create a more transparent, just and inclusive future? At Thomson Reuters, we’ve been doing just that for almost 160 years. Our industry-leading products and services include highly specialized information-enabled software and tools for legal, tax, accounting and compliance professionals combined with the world’s most global news services – Reuters. We help these professionals do their jobs better, creating more time for them to focus on the things that matter most: advising, advocating, negotiating, governing and informing.

We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments that celebrate diversity and inclusion. At a time when objectivity, accuracy, fairness and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward. 

Accessibility 

As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.

We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.

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More information about Thomson Reuters can be found on https://thomsonreuters.com.

Top Skills

Cloud Platforms
Customer Engagement Tools
Project Management
Technology
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The Company
HQ: Toronto, Ontario
33,822 Employees
Hybrid Workplace
Year Founded: 2008

What We Do

Thomson Reuters (NYSE / TSX: TRI) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. For more information, visit tr.com.

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