Associate Customer Success Manager

april april

Associate Customer Success Manager supporting strategic wealth management and enterprise clients for april, an embedded year-round tax platform. Coordinating accounts, client initiatives, and cross-functional delivery while developing toward independent enterprise account ownership.

Posted 8/4/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and project coordination skills, with a focus on supporting enterprise clients in the financial services and wealth management sectors. Capable of managing multiple priorities while building trust and delivering value through effective communication and problem-solving.

Highest-signal resume keywords

Customer Success ManagementAccount ManagementProject ManagementStrong Communication SkillsAnalytical Mindset

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Strong OrganizationProblem-Solving AbilitiesCuriousCoachable

Industry Keywords

Enterprise ClientsFinancial ServicesFintechSaaSWealth ManagementClient ServicesRelationship Management

About the role

Key responsibilities & impact

Partner with Customer Success Manager(s) to support strategic wealth management and enterprise clients
Participate in client meetings, implementation discussions, business reviews, and ongoing account management
Build trusted relationships with client stakeholders
Own day-to-day client requests, follow-ups, and project coordination
Collaborate with Product, Engineering, Tax Operations, and Implementation teams on client initiatives
Identify opportunities to expand partner engagement and deliver additional value
Gradually assume ownership of client calls and account management responsibilities
Progress toward independently managing enterprise accounts within the first year

Requirements

What you’ll need

2–5 years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role
Experience supporting enterprise, financial services, fintech, SaaS, or wealth management clients preferred but not required
Strong communication skills to build credibility and trust with internal and external stakeholders
Ability to manage multiple priorities in a fast-paced, high-growth environment
Strong organization, project management, and follow-through skills
Curious, coachable, and eager to grow into managing strategic enterprise accounts
Analytical mindset and strong problem-solving abilities
Exposure to tax, financial services, or wealth management is a plus but not required
Must reside in the New York City area and work onsite at NYC HQ Tuesday through Thursday each week
Must be authorized to work in the United States

Benefits

Comp & perks

Offers equity
Offers bonus