Customer Success Manager

The Role: We're hiring a Customer Success Manager to own the post-sale relationship with a portfolio of customers, from kickoff through renewal. You'll be the main point of contact for finance, tax and engineering stakeholders. You'll turn their data into accurate R&D studies and capitalization schedules, and make sure they see the value every cycle. About Neo.Tax: Neo.Tax is an AI-driven platform that automates the R&D tax credit and software capitalization for modern software companies.

Responsibilities

Lead customer onboarding: connect Jira and GitHub, collect payroll and cost data, and set the timeline for each customer's first study or close cycle; Run the ongoing rhythm with each account, such as monthly capitalization updates, data refreshes, and annual R&D study and filing deadlines; Be the go-to contact for questions and troubleshoot data and integration issues alongside tax, engineering and solutions teams; Explain results clearly to CFOs, controllers, tax directors and outside CPAs; Track account health and usage, and spot risks early; Own renewals and find expansion opportunities; Bring customer feedback to the product team and build playbooks and documentation to help scale

Requirements

5+ years in customer success, account management or implementation at a B2B SaaS company, ideally selling to finance or accounting teams; Comfort with data: at home in spreadsheets, able to reconcile messy payroll or cost files, and comfortable with API integrations; Clear written and spoken communication, including turning technical or tax concepts into plain language for executives; A track record of managing several accounts and deadlines at once; Ownership of retention and renewals; Bachelor's degree in business, finance, accounting or a related field, or equivalent experience; Must live in and work from the US or Canada

Nice to have

Familiarity with the US R&D tax credit (IRC §41); Familiarity with ASC 350-40; Public accounting experience