About the company
TaxBit is helping to drive mainstream adoption of digital assets by connecting the consumer, enterprise, and government tax and accounting ecosystems. Our Software-as-a-Service (SaaS) platform streamlines our customers’ reporting experience across traditional and digital asset classes. We are trusted by thousands of consumers, leading exchanges and enterprises, government agencies—including the IRS— respected accounting firms, and others to solve complex accounting problems at scale and ensure compliance with the latest tax laws. TaxBit investors include Haun Ventures, IVP, Insight Partners, Paradigm, Tiger Global, PayPal Ventures, Winklevoss Capital, Coinbase Ventures, and other leading crypto investors. Our team is located in Salt Lake City, San Francisco, Seattle and Washington, D.C. If you’re searching for a company that’s dedicated to your growth, recognizes your unique contribution, and provides a fun, flexible, and inclusive work environment, then TaxBit is the place for you. We’re looking for team members who are ready to join a hypergrowth company and excited to work at the forefront of an entirely new industry.
Job Summary
Key Responsibilities
📍Develop proficiency as a technical thought leader helping to drive the strategy and execution plan for TaxBit’s Customer Experience segment, working with cross functional partners. 📍Become a product expert on our Enterprise products, helping to build out competitive intelligence and training documents for our cross functional teams. 📍Retain existing client revenue while working in partnership with our Account Executives to add revenue to the account base 📍Own and grow deep client relationships across a portfolio TaxBit’s largest accounts 📍Drive successful customer business outcomes (e.g. CSAT/NPS, renewals, cross-sell, up-sell) 📍Establish a strong governance structure for each of your team’s accounts, e.g. SteerCos, MBRs/QBRs, executive engagement 📍Define goals and metrics for your team to grow business through cross-selling and upsell opportunities 📍Advocate for the success of your customers as the executive champion 📍Create and manage a feedback loop for your team to liaise with TaxBit’s Product and Engineering teams 📍Build processes for your teams that help to measure performance and ensure that the Customer Success and Solutions Specialist teams are able to drive business needs 📍Partner cross-functionally with other Senior Leadership Team members to ensure TaxBit delivers a seamless customer experience; this includes partnering with Sales to ensure a smooth knowledge transfer and relationship post-sale and working in concert with other post-sales teams like Implementation and SMEs to ensure flawless service delivery 📍Support teams through any escalations or customer issues that may arise for both pre-sales and post-sales
Required Qualifications
đź“Ť5+ years of people management experience in account management, customer success, solutions architecture, or sales engineering đź“ŤExperience working with Enterprise SaaS platforms đź“ŤPrevious Technical Sales experience in a SaaS organization đź“ŤBackground and expertise in financial services, crypto and/or tax and accounting preferred
