Associate Customer Success Manager, April
$80-100k
Offers Equity & Bonus
More information about location
3 days a week in office
AI-driven tax software
Be an early applicant
AI-driven tax software
21-100 employees
Be an early applicant
$80-100k
Offers Equity & Bonus
More information about location
3 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
- 2–5 years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role
- Experience supporting enterprise, financial services, fintech, SaaS, or wealth management clients is preferred but not required
- Strong communication skills with the ability to build credibility and trust with both internal and external stakeholders
- Comfortable managing multiple priorities in a fast-paced, high-growth environment
- Highly organized with strong project management and follow-through skills
- Curious, coachable, and eager to grow into managing strategic enterprise accounts
- Analytical mindset with strong problem-solving abilities
- Exposure to tax, financial services, or wealth management is a plus, but not required
What the job involves
- April is looking for a motivated Associate Customer Success Manager to join our growing Customer Success team
- In this role, you'll partner closely with a Senior Customer Success Manager, supporting some of our most strategic wealth management and enterprise clients while developing the skills needed to eventually manage your own book of business
- You'll gain hands-on experience participating in client meetings, driving day-to-day account management, coordinating cross-functional initiatives, and helping ensure successful partner outcomes
- As you grow in the role, you'll progressively take ownership of client relationships, with the goal of independently managing enterprise accounts within your first year
- Team members residing within the New York City metropolitan area are expected to work from our NYC office at least three days per week
- Partner closely with Customer Success Manager(s) to support april's strategic wealth management and enterprise clients
- Participate in client meetings, implementation discussions, business reviews, and ongoing account management activities
- Build trusted relationships with client stakeholders while learning how to navigate complex organizations
- Own day-to-day client requests, follow-ups, and project coordination to ensure an exceptional partner experience
- Collaborate cross-functionally with Product, Engineering, Tax Operations, and Implementation teams to execute client initiatives
- Help identify opportunities to expand partner engagement and deliver additional value
- Gradually assume ownership of client calls and account management responsibilities as you develop in the role
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 expenditures, learning individual tax scenarios, and ultimately ensuring that refunds are accurate.
Whilst competitors also deliver tools to make tax filing easier, April 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.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Jul 2025
$38m
SERIES B
Jun 2022
$30m
SERIES A
Total funding: $78m
Company benefits
- Equitable opportunities for everyone: Own your future. You grow as the company grows - professionally and financially
- Fairness for parents: Don't sacrifice family for career (or vice versa). Our parental leave is top in the field
- Flexible time off: With our unlimited PTO policy you can take time off for vacations, celebrations, or a much needed day of relaxation
Company HQ
Midtown East, New York, NY
Leadership
Ben Borodach
(Co-Founder & CEO)Experience as a Management Consultant for Deloitte. Vice President of Strategy and Business Operations at Team8 from 2017 to 2021.
Daniel Marcous
(Co-Founder & 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.
Salary benchmarks
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