Lead Client Success Manager

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Taxceo .\

WebsiteLinkedInAll Job Openings

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

• Lead a pod of 4–5 CSMs — regular 1:1s, coaching, development conversations, and day-to-day support that helps each person grow toward full independence. • Own your pod's performance — Client retention, CSAT, Revenue and each CSM's progress. • Report on it regularly, flagging what's working and what needs attention before it becomes a problem. • Carry a focused personal portfolio — a reduced book of your own, managed to the same high standard you coach your team to. • Be the first escalation point — resolve complex or sensitive client situations within the pod before they need to go further. • Onboard and develop new CSMs — give new joiners a warm, structured start and a clear path to confidence. • Partner with the Director — on capacity, process improvements, and the patterns you see across your pod.

🎯 Requirements

• Four or more years in client success, account management, or client-facing delivery — ideally in a service, professional-services, or finance environment. • Experience leading, coaching, or mentoring others — whether as a formal manager or a strong informal leader ready to step into the role. • A track record of keeping clients and growing relationships, with a real sense of ownership over retention. • Excellent written communication and genuine warmth — you make people feel looked after in every interaction. • Comfort working with a CRM (we use HubSpot) and using data to stay ahead of client needs. • Calm, organized, and dependable through busy seasonal peaks. • Thrives in a remote, distributed team and works well across time zones and cultures. • Familiarity with US expat or cross-border tax — or a genuine willingness to learn it deeply. • Experience in a remote-first, globally distributed company. • A second language.

🏖️ Benefits

• Fully remote, flexible work — we care about the outcome and your wellbeing, not where or exactly when you work. • Purpose and people — a warm, values-led team that takes the work seriously and each other kindly. • Growth — real investment in your development, including our internal learning programs.