Senior Customer Success Specialist - Tax & Accounting
Not Disclosed•Full-TimeOn-site
location_onPlantation Drive, Coppell, Dallas County, Texas, 75019, United States
About the Role
We are seeking a Senior Customer Success Specialist to join our Tax and Accounting division, where you will play a critical role in helping customers achieve meaningful, measurable outcomes from our products and services. This post-sale, customer-facing position is designed to own customer relationships across the full lifecycle, from onboarding through renewal readiness and advocacy.
As a trusted advisor, you will ensure customers derive tangible business value from our solutions. Your mission is to accelerate time-to-value, drive adoption and retention, proactively manage risk, and support revenue protection and growth. You will independently manage a portfolio of customers, influencing renewal and expansion outcomes while serving as the internal advocate for customer priorities across Sales, Support, Professional Services, and Product.
Operating with a high degree of independence, you will navigate complex customer engagements and foster close partnerships with internal teams to deliver a consistent and unified customer experience.
Work location
Work model: On-site
Plantation Drive, Coppell, Dallas County, Texas, 75019, United States
Coppell, Texas
Key Responsibilities
- check_circlePlan and facilitate Executive Business Reviews to assess outcomes and ensure renewal readiness
- check_circleSupport renewal and expansion efforts by identifying opportunities and partnering with Sales
- check_circleBuild customer advocacy by facilitating references, case studies, and speaking opportunities
