Taxceo .\
1 - 10 employees
☁️ SaaS
💳 Fintech
🤝 B2B
SaaS • Fintech • B2B
Taxceo is a company based in Malta that offers comprehensive business solutions tailored to simplify and optimize various business processes. They provide personalized services including software implementation, automation, company formation coordination, payroll administration, bookkeeping, corporate and personal tax returns, audit coordination, and VAT returns. Taxceo also supports business relocations to Malta and leverages cloud technology to enhance business operations. Their offerings are designed to help start-ups, small businesses, and enterprises manage their finances efficiently while complying with Maltese legislation. The company also provides AI-powered CRM and custom integrations, aimed at improving productivity and streamlining workflows.
Client Success Manager
Job not on LinkedIn
🔥 0 minutes ago
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Taxceo .\
1 - 10 employees
☁️ SaaS
💳 Fintech
🤝 B2B
SaaS • Fintech • B2B
Taxceo is a company based in Malta that offers comprehensive business solutions tailored to simplify and optimize various business processes. They provide personalized services including software implementation, automation, company formation coordination, payroll administration, bookkeeping, corporate and personal tax returns, audit coordination, and VAT returns. Taxceo also supports business relocations to Malta and leverages cloud technology to enhance business operations. Their offerings are designed to help start-ups, small businesses, and enterprises manage their finances efficiently while complying with Maltese legislation. The company also provides AI-powered CRM and custom integrations, aimed at improving productivity and streamlining workflows.
📋 Description
• Serve as the primary point of contact for a portfolio of clients, building trust through timely, clear, and thoughtful communication. • Guide clients through each stage of the tax preparation process by explaining next steps, clarifying expectations, and answering general questions. • Ensure clients feel supported and informed throughout their engagement with Bright!Tax. • Coordinate between clients and internal teams to ensure documentation is complete and projects stay on track. • Monitor engagement progress using internal systems such as HubSpot and other workflow tools. • Proactively identify potential delays or issues and escalate when needed. • Respond to client questions via email and internal messaging platforms, helping troubleshoot issues or routing inquiries to the appropriate team. • Help clients navigate the process smoothly by anticipating common questions and providing proactive guidance. • Ensure each client interaction reflects the Bright!Tax standard of professionalism, empathy, and clarity. • Contribute to ongoing discussions around improving client workflows, communication practices, and service delivery. • Help identify opportunities to streamline processes and enhance the overall client experience.
🎯 Requirements
• 2+ years of experience in client services, account management, customer success, or a similar client-facing role • Exceptional written and verbal English communication skills — clear, warm, and professional • Strong organizational and time-management skills with the ability to manage multiple clients and priorities • Comfort working in a fully remote environment using digital collaboration tools • A proactive mindset and a genuine desire to help others • Nice to Have: Experience working in tax, accounting, or financial services; Familiarity with CRM platforms such as HubSpot; Experience supporting U.S. expatriate clients or working with globally distributed teams
🏖️ Benefits
• Join a supportive and collaborative remote team • Grow within a company that values learning, development, and thoughtful service • Contribute to a client experience model that prioritizes clarity, trust, and professionalism
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