Client Success Manager

Job not on LinkedIn

🕒 July 2

🗽 New York – Remote

🗽 New York – Remote

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

👻 Ghost score 32%

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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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

• Serve as the primary point of contact for a portfolio of clients • Build trust through timely, clear, and thoughtful communication • Guide clients through each stage of the tax preparation process • Explain next steps, clarify expectations, and answer general questions • Coordinate between clients and internal teams to ensure documentation is complete and projects stay on track • Monitor engagement progress using HubSpot and other workflow tools • Identify potential delays or issues and escalate when needed • Respond to client questions via email and internal messaging platforms • Troubleshoot issues or route inquiries to the appropriate team • Provide proactive guidance by anticipating common client questions • Ensure client interactions reflect Bright!Tax standards of professionalism, empathy, and clarity • Contribute to improvements in client workflows, communication practices, and service delivery • 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 • Experience working in tax, accounting, or financial services (nice to have) • Familiarity with CRM platforms such as HubSpot (nice to have) • Experience supporting U.S. expatriate clients or working with globally distributed teams (nice to have)

🏖️ Benefits

• Supportive and collaborative remote team • Growth within a company that values learning and development • Purpose-driven work helping Americans around the world navigate complex tax requirements • Opportunity to contribute to a client experience model prioritizing clarity, trust, and professionalism