Customer Success Manager

• Support the Onboarding & Implementation, Account Management, Partner Support, and Relationship Management teams with day-to-day tasks that contribute to smooth client operations.
• Assist Managers by gathering information, preparing materials, and helping coordinate team initiatives related to client retention, process improvements, and product adoption.
• Help track and organize team performance data such as client activity, response times, and support trends; prepare summaries or reports as requested.
• Contribute to updating internal resources such as playbooks, SOPs, checklists, and team documentation to ensure accuracy and consistency.
• Collaborate with cross-functional teams (e.g., Product, Marketing) by supporting communication, documentation, or project coordination that helps align client-facing efforts.
• Assist with organizing team schedules, resources, and project workflows to help ensure teams remain productive and well-coordinated.
• Support initiatives related to renewals, upsells, and long-term partner engagement by conducting research, preparing materials, or helping track action items.
• Participate in process improvement efforts by gathering feedback, documenting gaps, and offering recommendations based on observations.
• Help the team manage and triage client or Tax Professional escalations by logging details, tracking statuses, and ensuring follow-up is completed.
• Prepare notes, summaries, or simple presentations for leadership or team meetings as needed.
• Shadow departmental managers to learn about leadership, team operations, and best practices across the Partner Success organization.

Partner Success Support – Seasonal

Client Success Associate – Spanish Speaker

Client Success Manager

Technology Platform Manager – CRM

Client Success Advisor – Life Insurance