Customer Success Manager

Job not on LinkedIn

🔥 1 minute ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Neo.Tax

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2019

🤖 Artificial Intelligence

☁️ SaaS

🏢 Enterprise

💰 Series A - Neo.Tax on 2023-07

Artificial Intelligence • SaaS • Enterprise

Neo. Tax is an AI-driven enterprise software company that automates R&D tax credit identification, calculation, and documentation and handles ASC 350-40 software capitalization. Neo. Tax ingests engineering and finance signals (Jira, GitHub, payroll, ledgers, tickets, org charts, etc. ), runs agentic AI models trained on IRS codes, regs and case law to qualify projects, quantify QREs, generate audit-ready studies and supporting documentation, and deliver real-time credit calculations. The product is delivered as a secure, SOC 2 Type II-capable SaaS with single-tenant and customer-hosted options and is targeted at large enterprise tax teams, CFOs, and auditors to reduce interviews, external advisor costs, and audit risk.

📋 Description

• Own the post-sale relationship with a portfolio of customers from kickoff through renewal • Serve as the main point of contact for finance, tax and engineering stakeholders • Lead customer onboarding by connecting Jira and GitHub, collecting payroll and cost data, and setting timelines • Manage monthly capitalization updates, data refreshes, and annual R&D study and filing deadlines • Troubleshoot data and integration issues with tax, engineering and solutions teams • Explain results to CFOs, controllers, tax directors and outside CPAs • Track account health and usage and identify risks early • Own renewals and identify expansion opportunities • Bring customer feedback to the product team • Build scalable customer success playbooks and documentation

🎯 Requirements

• 5+ years in customer success, account management or implementation at a B2B SaaS company, ideally selling to finance or accounting teams • Comfort with data, spreadsheets, payroll or cost files, and API integrations • Clear written and spoken communication, including explaining technical or tax concepts to executives • Track record of managing several accounts and deadlines simultaneously • Ownership of retention and renewals • Familiarity with the US R&D tax credit (IRC §41), ASC 350-40, or public accounting is a strong plus • Bachelor’s degree in business, finance, accounting or a related field, or equivalent experience • Must live and work in the US or Canada • Must be authorized to work in the US or Canada without sponsorship

🏖️ Benefits

• Direct access to leadership and the product team • Real influence over how the company grows