Customer Success Manager – Direct Tax

Job not on LinkedIn

🕒 October 16

🗽 New York, Ohio – Remote

🗽 New York – Remote 🏈 Ohio – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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Thomson Reuters

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2008

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Thomson Reuters is a global content and technology company that provides professionals with reliable and accurate solutions across the legal, tax and accounting, international trade, and risk management sectors. The company offers a range of products including legal research tools, tax preparation software, compliance and regulatory solutions, and media services like Reuters for global news. With significant investments in generative AI, Thomson Reuters continues to innovate in helping professionals optimize their workflows and enhance their decision-making. Their platforms serve various industries such as law firms, corporations, tax professionals, and media organizations, providing essential tools that combine powerful technology with in-depth expert content.

📋 Description

• Translate complex tax rules and changing regulations into practical guidance for clients • Manage a book of business for Concierge and/or Advisory customers • Develop customers’ knowledge of their suite of offerings • Define customer success, deliver educational activities throughout the customer lifecycle, and track progress toward business outcomes • Develop and share best practices and Customer Success Plans • Collaborate with Sales, Professional Services, commercial teams, and other internal teams • Monitor customer health using usage data and escalate critical concerns • Identify and activate commercial growth opportunities • Ensure customers receive maximum value from their investment, driving retention and growth • Use Gainsight and Salesforce to manage client information, pipeline, and financial forecasts • Build and present business plans • Report on market and competitor activities • Represent Customer Success in cross-functional meetings

🎯 Requirements

• 8+ years of professional experience, with a minimum of 3 years’ experience in customer success • Direct Tax experience • 4-year college degree required • Experience working in and around cloud software solutions and cloud delivery models • Strong business acumen and communication skills • Ability to manage a customer journey, conflict resolution, and problem-solving • Ability to travel 25% • Master’s degree or equivalent preferred • Salesforce user experience preferred • Functional/technical skills in SaaS implementations and Enterprise Resource Planning (ERP) applications preferred

🏖️ Benefits

• Flexible work arrangements, including work from anywhere for up to 8 weeks per year • Flexible vacation • Two company-wide Mental Health Days off • Access to the Headspace app • Retirement savings • Tuition reimbursement • Employee incentive programs • Resources for mental, physical, and financial wellbeing • Two paid volunteer days off annually • Pro-bono consulting project opportunities • Environmental, Social, and Governance (ESG) initiative opportunities • Health, dental, vision, disability, and life insurance programs • Competitive 401k plan with company match • Competitive vacation, sick and safe paid time off • Paid holidays, including two company mental health days off • Parental leave • Sabbatical leave • Optional hospital, accident and sickness insurance paid 100% by the employee • Optional life and AD&D insurance paid 100% by the employee • Flexible Spending and Health Savings Accounts • Fitness reimbursement • Employee Assistance Program • Group Legal Identity Theft Protection benefit paid 100% by employee • Access to 529 Plan • Commuter benefits • Adoption & Surrogacy Assistance • Employee Stock Purchase Plan

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