Customer Success Account Manager (Low Touch) in TaxDome

TaxDome is the leading practice management platform designed specifically for accounting firms in the United States. Over the past five years, we have experienced hyper-growth, expanding our user base by over 100 times and serving tens of thousands of businesses worldwide that cater to millions of end clients. We operate as a remote-first SaaS company that focuses on transforming how accounting professionals manage their operations by streamlining workflows, automating routine tasks, and enhancing client communication.

The Customer Success team plays a crucial role in ensuring our clients maximize the value they receive from TaxDome’s platform. They are responsible for guiding SMB accounting firms through adoption, engagement, and expansion while fostering long-term relationships. Our client portfolio is diverse, encompassing a wide range of small and mid-sized accounting practices looking to modernize and optimize their business processes.

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• 3–4 years of experience in SaaS Customer Success or Account Management
• Experience managing high-volume or segmented portfolios
• Fluent in English (C1+)
• Excellent communication, organization, and prioritization skills
• CRM and support tool experience (HubSpot, Intercom, Slack, etc.)
• Comfortable with ambiguity and proactive in finding solutions
• Able to work independently in a remote, fast-paced environment
• Strong critical thinking and ability to coach clients toward outcomes