Your Money Line

Full-stack Engineer

• Play a critical role in developing the Your Money Line software platform
• Work closely with engineering and product peers to refine the user experience
• Work iteratively and ship often
• Use a mindset of experimentation
• Develop new features using Nextjs, AWS, and GraphQL
• Collaborate in a hybrid team environment with some in-office presence

Software Engineer

• Provide direct, licensed tax advice to participants on complex topics, including: Tax implications of income changes, life transitions (e.g. marriage, divorce, relocation), and equity compensation
• Multi-state taxation, self-employment income, estimated payments, and amended returns
• Filing status decisions, deductions/credits eligibility, and retirement contribution impacts
• Collaborate with the Financial Guide team by handling escalated cases that exceed coaching and education scope
• Educate participants using clear, jargon-free explanations of IRS guidelines and implications
• Maintain accurate and timely documentation within Salesforce and align with internal case protocols
• Support seasonal participant needs during tax season and contribute to internal tax education efforts
• Assist in the development of participant-facing tax resources, FAQs, and training

Seasonal Tax Professional

Customer Success Manager

• Own reporting and data analysis for the Client Success team, defining and building reports that act as leading indicators for customer and internal outcomes.
• Lead a team of CSMs via one on ones, call coaching, and team meetings
• Evaluate and propose new technology that makes CSMs’ work easier, improves the customer experience, or delivers customer value.
• Work cross-functionally to ensure customers realize value at every stage of their journey with Your Money Line.
• Collaborate closely with Marketing to develop and execute client communications and engagement strategies that drive awareness and adoption of services, ensuring a consistent and impactful client experience.
• Manage escalations for key accounts, partnering with CSMs and fellow leaders to resolve issues
• Support revenue growth by coaching CSMs on negotiation, renewals, and identifying upsell and expansion opportunities.
• Own and continuously improve client success playbooks.
• Travel as needed for client on-sites and events.

Software Engineer

Seasonal Tax Professional

Director of Client Success