Customer Success Manager – Expansion

🔥 5 minutes ago

🇺🇸 United States – Remote

💵 $80k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 0%

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TaxGPT

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2023

🤖 Artificial Intelligence

☁️ SaaS

🤝 B2B

💰 $4.6M Seed Round on 2025-02

Artificial Intelligence • SaaS • B2B

TaxGPT is an AI-powered tax platform that provides citation-backed answers to complex tax questions, autonomous tax preparation, proactive year‑round tax planning, and agent-based automation for tax and accounting firms, businesses, and individuals. The product suite includes an AI tax co‑pilot, source-backed tax research and memos, document analysis, client and workflow management, a state-by-state Tax Matrix, and integrations to sit inside existing software. TaxGPT positions itself as a secure SaaS solution for tax professionals and businesses aiming to automate research, preparation, and advisory workflows.

📋 Description

• Own a $50K/month expansion number from Day 1 • Hunt upsell and cross-sell opportunities within an existing book of business • Protect accounts through healthy adoption and on-time renewals • Own the post-sale customer journey from onboarding and activation through adoption, renewals, and expansion • Serve as a trusted advisor ensuring customers realize measurable value from the platform • Partner with product and support to keep accounts healthy • Build and manage an expansion pipeline with accurate forecasting • Prospect within existing accounts and identify untapped potential • Build repeatable systems to execute expansion at scale • Drive adoption, prove value, and renew accounts ahead of cycle • Build trusted relationships through regular check-ins, success planning, and strategic business reviews

🎯 Requirements

• Documented track record of carrying and hitting a sales quota • 3+ years in a closing role such as AE, expansion/growth AE, quota-carrying account manager, or similar • Proven ability to source, build, and close expansion and upsell revenue in a book of business • Comfortable driving urgency, handling objections, negotiating, and asking for the close • Strong discovery and value-selling skills • Comfort operating against a monthly number • Self-direction to manage a pipeline and forecast accurately • Proficiency with CRM and sales tooling, e.g. HubSpot • Excellent communication and executive presence • Proficiency with Slack, Google Workspace, and Fathom • Experience selling or expanding in tax, accounting, or financial services preferred • Background in high-growth SaaS, fintech, or startup environments preferred • Experience selling technical or AI-powered products to professional-services buyers preferred • Familiarity with usage and health data preferred

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • 401k with 3% match • Life insurance • Equity • Uncapped commission with no ceiling on top performers • Quarterly travel to the San Francisco headquarters

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