Customer Success Manager, April
$110-120k
More information about location
2 days a week in office
Intelligent tax software
Open for applications
Intelligent tax software
21-100 employees
Open for applications
$110-120k
More information about location
2 days a week in office
21-100 employees
Company mission
To use smarter tax tech, to go beyond the idea of financial wellness — and help every taxpayer achieve financial greatness.
Role
Who you are
- Experience in partner management, business development, or a related role, ideally in the financial services industry
- Exposure to the tax or accounting industry is a plus, but not required
- A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
- Analytical thinking with a knack for problem-solving and creating value for partners and end users
- Strong communication and negotiation skills
- The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
- A proactive mindset, with the drive to see projects through to completion
What the job involves
- April is on the lookout for a driven Customer Success Manager to play a pivotal role in our client relationships
- In this role you'll have the unique opportunity to work hands on with our partners and act as their main point of contact
- You'll have the chance to onboard and walk partners through our cutting edge implementation process—establish strong relationships and align with their specific expectations
- This team works hands on to ensure alignment on partner needs as well as addressing any challenges to ensure retention
- If you’re all that and looking to collaborate, quickly adapt, and grow professionally you should definitely consider applying to join us on our journey!
- Manage April’s most critical bank partnerships, with a focus on driving the execution of joint initiatives and launching new offerings to benefit April’s users
- Build a best-in-class partner management model
- Leverage industry knowledge to craft thoughtful partnership and product strategies
- Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
- Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
- Help find the right stakeholders that can champion April, educating them on our value proposition and executing deals that address their needs and support our strategy
- Leverage significant industry experience to help our internal teams compose our holistic account management strategy
Our take
Managing tax payments is a highly stressful and time-consuming process, with taxpayers having to track their earnings and calculate claimable expenditures, whilst navigating convoluted tax codes. Whilst tax-paying software makes this process easier, they still require manual data entry and tax code lookups, preventing the tools from being automated.
April provides an all-in-one platform for automated tax filing, aiming to streamline tax preparation, maximize tax refunds, and ensure seamless and on-time returns for its users. The company achieves this by integrating its software tools directly within the financial applications of its users, tracking their earnings and expenditure, learning individual tax scenarios, and ultimately ensuring that refunds are accurate without requiring extensive manual data entry.
Whilst many other fintech companies are developing tools that aim to make tax filing easier, April currently stands out with its approach to integrating within existing software, identifying the implications this has for automated data entry. The company is well funded, and has been investing in accelerating research and development as well as the expansion of its operations. It also recently bolstered its leadership team, in preparation for its next "chapter of growth".
Freddie
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (2 rounds)
Jun 2022
$30m
SERIES A
Jan 2022
$10m
SEED
Total funding: $40m
Company benefits
- Unlimited Vacation
- Competitive Retirement Benefits
- Paid Health Coverage
- Wellness Benefits
- Learning and Development Opportunities
- Flexible Work Options
Company values
- Transparent - We value your trust. Our products are designed to give you a great experience, not nickel and dime you throughout the process
- Reliable - Designed by tax experts, we guarantee optimal refunds, accurate tax filings and full compliance with the US tax code
- Intelligent - We use machine learning to personalize and streamline your experience, while saving you time and money
- Secure - We keep your information safe and secure using state-of-the-art cybersecurity and by following all privacy protection guidelines, policies and laws
- Thoughtful - April is engineered for all Americans who want a hassle-free tax experience that can actually help you get ahead
- Helpful - We aim to provide professional tax support that works diligently in the background, so you can file with confidence
Company HQ
Midtown East, New York, NY
Articles
Leadership
Ben Borodach
(CEO)Experience as a Management Consultant for Deloitte. Vice President of Strategy and Business Operations at Team8 from 2017 to 2021.
Daniel Marcous
(CTO)Member of Ximus, and sits on the Board at Datahack. Experience working with big data for Mamram. CTO for Google's Waze from 2014 to 2021.
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