Client Success Manager

CSC

Client Success Manager focusing on building long-term relationships and managing client success with Corptax products. Handling customer inquiries and providing personalized support for optimal product usage.

Posted 5/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Build positive and long-term relationships with our clients.
Manage a moderate number of customers while maintaining high customer satisfaction.
Ensure a minimum of three proactive, non-support case-related contacts per customer assignment per year.
Understand customer needs and provide personalized support to assigned customers or other customers as requested based on areas of specialization/expertise and customer need.
Respond to and provide appropriate solutions to intermediate level customer inquiries while maintaining moderate case closure rates.
Collaborate with team members in a fast-paced environment.
Work under clearly defined guidelines, with moderate supervision, making sound decisions and confirming your conclusions with more senior level team members prior to execution.
Document all customer issues in the Corptax case tracking system and assign or document appropriate solutions to the customer issue.
Review knowledge base solutions within professional expertise to ensure overall quality of our resources and digital support capabilities.
Develop proficiency in all Corptax products and follow our recommended best practices regarding using our products.
Perform triage and release testing, as required, of customer scenarios both prior to and after a new Corptax product release. Testing is a shared responsibility, including triage of new product releases and identifying potential software enhancements.
Assist on various project assignments related to the support of the Corptax products.
Learn newly released products and supplemental update changes and experiment with potential internal solutions.
Demonstrate consistently exemplary standards of ethical conduct.
Promote a culture of cooperation, collaboration, and connection within the support team, as well as globally with other CSC business units.

Requirements

What you’ll need

3-4 years of relevant software application experience, ideally in tax software support.
Bachelor’s degree in accounting or tax preferred but will consider relevant experience with a bias toward backgrounds including a strong knowledge of tax and accounting applications. Master's in taxation and/or CPA certification is a plus.
Some knowledge of and experience with procedures and processes in corporate tax departments.
Proficiency with Microsoft products.
Ability to quickly learn Corptax applications.
High standards of customer service and support, honesty and integrity.
Ability to work independently and as part of a team, possessing moderate conflict resolution and negotiation skills to provide positive customer experiences.
Ability to use active listening, critical thinking, and initiative in identifying, addressing and resolving day-to-day issues and challenges.
Excellent time management and priority setting skills with the ability to easily move between multiple activities while driving all activities to successful completion.
Analytical, with an eye for detail, and curious, with a drive to investigate and find answers to the right questions.
Strong communication skills – both written and verbal.
Strong interpersonal skills.
Self-motivated with a drive for continuous improvement.

Benefits

Comp & perks

Annual success-sharing bonuses or commission plans based on individual performance
A range of support to colleagues with disabilities
Excellent benefits including annual leave, tuition reimbursement, referral bonuses, and more.
Hybrid or remote work schedules as business needs allow

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax software supportCorptax applicationsMicrosoft productscustomer issue documentationtriage and release testinganalytical skillscritical thinkingconflict resolutionnegotiation skillstime management

Soft Skills

customer servicehonesty and integrityteam collaborationactive listeninginitiativedetail-orientedstrong communicationinterpersonal skillsself-motivatedcontinuous improvement

Certifications

Bachelor’s degree in accountingBachelor’s degree in taxMaster's in taxationCPA certification