TaxGPT Inc.

Manage the customer lifecycle, build trusted relationships, drive renewals and expansion, and design scalable success programs. | 3+ years in customer success or SaaS roles, proficiency with customer success platforms, excellent communication skills, and a data-driven approach. | About the Role We’re seeking a Customer Success Manager to become a cornerstone of our customer success organization. In this role, you’ll own the post-sale customer journey from onboarding and activation through ongoing adoption, renewals, and expansion. You’ll serve as a trusted advisor to our customers, ensuring they realize measurable value from our platform while identifying opportunities to deepen and grow each relationship. This role is ideal for someone who thrives in a fast-paced, high-growth environment and is excited about using AI, automation, and modern customer success tooling to scale impact without sacrificing the quality of the customer experience. What You’ll Do Customer Success, Expansion & Renewals Own the customer lifecycle from onboarding and activation through renewal, ensuring customers consistently achieve measurable value from the platform Build strong, trusted relationships with customers through regular check-ins, success planning, and strategic business reviews Drive expansion within the existing customer base by identifying upsell and cross-sell opportunities aligned to customer goals and outcomes Proactively manage renewals by monitoring customer health, addressing risk early, and reinforcing value well ahead of renewal cycles Design and refine scalable customer success programs and playbooks that drive adoption, retention, and net revenue retention What You’ll Bring 3+ years of experience in customer success, account management, or customer-facing SaaS roles, with a proven track record of driving onboarding, adoption, renewals, and expansion Strong experience managing a book of business and building trusted customer relationships that lead to long-term retention and revenue growth Proficiency with customer success, CRM, and lifecycle platforms (e.g., HubSpot, Customer.io, Gainsight or similar) to manage customer health, engagement, and renewal workflows Excellent communication and stakeholder management skills, with the ability to lead value-based conversations with customers and align internal teams around customer outcomes A data-driven mindset, with experience using customer health metrics, adoption signals, and feedback to identify risk, drive renewals, and uncover expansion opportunities Demonstrated ability to design and execute scalable customer success programs and playbooks in high-growth environments Comfort leveraging AI, automation, and modern tooling to scale customer success efforts while maintaining a high-quality customer experience Nice-to-Haves Experience applying AI, automation, or predictive insights to improve customer engagement, retention, or expansion outcomes Familiarity with customer success analytics and health scoring to identify growth opportunities and renewal risk Comfort working with data and reporting tools to gain deeper insight into customer behavior and value realization Background in high-growth SaaS, fintech, or startup environments Experience working with customers in tax, accounting, or financial services industries Our Hiring Process Step 1: Application (10 minutes) Click ‘Apply Now’ and fill out the application form. We’ll review and respond quickly. Step 2: Take Home Assignment (~2-3 hours) After passing the initial screening, you will receive a take-home assignment that takes 2-3 hours. Step 3: Virtual Interview (45 min) If you pass the assignment screening, you will be invited to an online interview with the hiring manager. Step 4: Virtual Interview (30 min) You may also be invited to an online interview with our founder and CEO, pending their availability. Timeline We move fast and aim to close this job in one week. If you're ready to make a big impact on a small team and take your career to the next level, apply today to join our team at TaxGPT. We can't wait to meet you! At TaxGPT, we are committed to fostering a diverse and inclusive work environment. We believe that diversity in all its forms – race, gender, nationality, religion, sexual orientation, and beyond – enriches our perspectives and enhances our product. Each member of our team brings unique experiences, skills, and viewpoints to the table, and it's this mosaic of backgrounds that drives our innovation forward. We provide equal employment opportunities to all individuals without regard to race, color, religion, sex, national origin, age, disability, or veteran status. Join us in building a future where technology breaks barriers and creates opportunities for all.

The Tax Content Analyst will research, outline, and write tax-related articles and content. They will simplify complex tax terminologies and collaborate with product and marketing teams to create educational content. | Candidates should have strong writing skills and a basic understanding of U.S. tax concepts. Prior experience in tax-related content writing and familiarity with SEO is preferred. | About TaxGPT TaxGPT is transforming the tax industry with AI-powered solutions that make tax management simpler and more efficient. Based in Silicon Valley and backed by leading venture capitalists, we’re on a mission to change how tax and accounting firms approach taxes. At TaxGPT, you’ll be part of a fast-growing team dedicated to commitment and excellence. This is your opportunity to work on the latest technology alongside a group of passionate professionals, pushing the boundaries of what’s possible in the tax space. Compensation & Benefits Salary Range: $80,000 - $120,000 annually Who we’re looking for We are seeking a Tax Content Analyst who is passionate about taxes, finance, and technology. This is a mid-level role, perfect for someone who wants to grow their writing career in the tax and Fintech space. You will be responsible for producing clear, engaging, and authoritative tax-related articles, blog posts, and product-led content pieces that educate and convert our audience. You’re the kind of person who: Has a genuine interest in taxes, finance, and technology, and enjoys making these topics easier for others to understand. Can quickly learn new tax terms, concepts, and industry jargon, and explain those topics in a simple, reader-friendly way. Brings creativity to content writing while maintaining accuracy and professionalism. Enjoys experimenting with product-led storytelling, turning product features and benefits into content that educates and converts. Has a basic understanding of SEO (or is eager to learn) and knows how to write content that performs well on search engines. Thrives in a fast-paced startup environment, can manage multiple projects, and meets deadlines consistently. What you’ll be doing Research, outline, and write blog posts, articles, and thought-leadership pieces on U.S. federal and state tax topics. Simplify complex tax terminologies and concepts into engaging, easy-to-read content. Assist in creating product-led content (e.g., tutorials, how-to guides, and case studies) that highlight the value of our tax platform. Collaborate with the product and marketing teams to test features and translate insights into educational content. Apply basic SEO best practices, including keyword research, on-page optimization, and internal linking. Stay up-to-date with tax law updates, industry trends, and Fintech developments. What makes you a good fit Strong writing skills with a focus on clarity, accuracy, and engagement. Understanding of U.S. tax concepts, terminology, and compliance. Prior experience writing tax-related content (blogs, articles, or academic work) is a plus. Familiarity with product-led content writing in Fintech or SaaS is highly preferred. Basic knowledge of SEO and digital content marketing. Ability to work independently, meet deadlines, and collaborate in a fast-paced environment. Our hiring process Our hiring process is fast, simple, and unique. Step 1: Application (You’re here!) Click on Apply Now and fill out the application form. Step 2: Take-Home Assignment After passing the initial screening, you will receive a take-home assignment that takes 2-3 hours. Step 3: Final Interview ‍If you pass the assignment screening, you will be invited to a 45-minute online interview with our founder and CEO. Timeline: We move fast and aim to close this job in two weeks. If you're ready to make a big impact on a small team and take your career to the next level, apply today to join our team at TaxGPT. We can't wait to meet you! At TaxGPT, we are committed to fostering a diverse and inclusive work environment. We believe that diversity in all its forms – race, gender, nationality, religion, sexual orientation, and beyond – enriches our perspectives and enhances our product. Each member of our team brings unique experiences, skills, and viewpoints to the table, and it's this mosaic of backgrounds that drives our innovation forward. We provide equal employment opportunities to all individuals without regard to race, color, religion, sex, national origin, age, disability, or veteran status. Join us in building a future where technology breaks barriers and creates opportunities for all.