Client Success Manager, Corvee
Tax planning software
Job no longer available
Tax planning software
21-100 employees
Job no longer available
21-100 employees
Company mission
To empower smarter tax decisions.
Role
Who you are
- 3+ years of experience in client success or account management, ideally within a SaaS or executive coaching environment
- Data-savvy and detail-oriented, with the ability to derive insights and tailor solutions for client growth
- A results-driven mindset with a “whatever it takes” attitude for client success
What the job involves
- Confidently manage client interactions, addressing challenges and providing effective solutions on the spot with the occasional mindset reset for your clients
- Managing a book of business of 60 clients
- Use your strategic mindset to analyze client data, troubleshoot, and build customized roadmaps
- Monitor client engagement, ensuring alignment with their financial goals and minimizing churn
- Maintain high-touch support and ongoing check-ins to strengthen the relationship and drive success
- Collaborate with internal teams to refine client engagement and retention strategies
Our take
Small and medium sized businesses are vital parts of the economy, and support for the more mundane administrative sectors of these companies goes a long way. Corvee offers a service likened to what large corporations use for their tax planning needs, but for smaller sectors like tax professionals and small businesses.
Through Corvee, tax professionals can plan tax strategies to reduce their clients' taxes rather than only spending time on compliance. The company also offers a suite of complimentary tools; such as client collaboration features, and an AI Tax Assistant which provides customers with immediate answers to all their tax-related questions.
Since founding in 2016 the company has shown an impressive growth rate, and now boasts 50,000 users. It has a range of use cases across many differing tax firms, standing out in the market through its ability to enable users to grow their companies by providing better value to their clients with relative ease.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- 100% Paid Medical Insurance
- Company Equity
- Unlimited PTO
- Paid Life Insurance
- Paid Maternity/Paternity Leave
- 12 Company Holidays
Company HQ
Beverly Heights, Fort Lauderdale, FL
Leadership
Andrew Argue
(Founder & CEO)Also Founder and CEO of Instead. Previously founded The Bean Counter.
Salary benchmarks
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