Thomson ReutersHiring

Customer Success Manager, Direct Tax

  • Remote, United States
  • Lead
  • Posted 13 days ago
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In one line

Customer Success Manager, Direct Tax is a lead remote role in the United States at a tax and accounting software company.

About the role

You carry a book of concierge and advisory accounts, turning complex tax rules into practical guidance and keeping customers on track toward their business outcomes.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Lead
Skills
Gainsight, Salesforce, SaaS, ERP, Direct tax
Posted
16 Oct 2026
Last checked
28 Oct 2026

What you will do

  • Agree success goals with customers and run educational activities across their lifecycle
  • Build customer success plans and share best practices with sales and professional services
  • Track usage data, watch account health and escalate serious concerns
  • Spot growth opportunities and recommend improvements as customers mature
  • Use Gainsight and Salesforce to keep client records, pipeline and forecasts accurate
  • Present business plans and report on market and competitor activity in cross-functional meetings

What they look for

  • 8 or more years of professional experience, including at least 3 in customer success
  • Direct tax experience
  • A four-year college degree
  • Experience with cloud software and cloud delivery models
  • Strong business sense, communication, conflict resolution and problem solving
  • Willingness to travel about 25% of the time

Nice to have

  • Master's degree or equivalent
  • Hands-on Salesforce experience
  • SaaS implementation and ERP functional or technical skills

Benefits

  • Flexible work arrangements, including working from anywhere for up to 8 weeks a year
  • Continuous learning and skill development programs

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Questions about this job

Is this a remote job, and where can I work from?

Yes. The posting lists Customer Success Manager, Direct Tax as a remote role for candidates in the United States.

What does this job pay?

The posting does not state a salary, so there is no figure to quote.

What experience is needed?

It is a lead role. The posting asks for: 8 or more years of professional experience, including at least 3 in customer success; direct tax experience; a four-year college degree. Skills it names include Gainsight, Salesforce, SaaS, ERP.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

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