Location: Remote
Company: TaxPlanIQ
Reports to: Director of Customer Success

About TaxPlanIQ

TaxPlanIQ is a rapidly growing SaaS company helping accounting professionals, CPAs, EAs, and tax planning firms deliver high-value tax strategies to their clients with precision and confidence. We empower firms with the tools, automation, and insights they need to scale advisory work, increase revenue, and deliver measurable ROI.

We are seeking a business-oriented, tech-savvy, and relationship-driven Customer Success Manager to join our Client Success & Experience team. This role is essential in ensuring a seamless transition from sales to implementation, driving long-term client retention, and maximizing the value clients receive from the TaxPlanIQ platform.

About the Role

The Customer Success Manager (CSM) is a commercially focused, ...