Enterprise Account Management, Column Tax
3+ days a week in office
All-in-one income tax products
Be an early applicant
All-in-one income tax products
21-100 employees
Be an early applicant
3+ days a week in office
21-100 employees
Company mission
To democratize access to financial help and meaningfully improve people’s lives by providing game-changing tax solutions.
Role
Who you are
- Experience working in Account Management or Solutions Engineering and are looking for a role where you can help shape a GTM organization from an early stage
- Experience in Sales & Partnerships and are looking for a role where you can work in post-sales
- Experience in Product and are looking to make the move to more of a customer-facing role at a B2B company
- Experience in BizOps/Strategy and are looking to make the move into a revenue-focused role
- You genuinely enjoy both commercial and new partner launch work. You’re a master at listening & discovery. You know when to help partners and when to let them lead
- You have worked at an early-stage startup (or you have specific experience launching/growing a new B2B product line at a larger company)
- You haven’t seen a problem you weren’t excited to solve
- You get excited about doing the little things needed to make a partnership successful
- Doing the right thing: Tax is an industry with a history of predatory practices; we’re determined to fix that
- Focus: we know that doing great work takes long blocks of uninterrupted time
- Ownership: everyone at Column is empowered to make big decisions
- Transparency: expect honest & vulnerable communication
- Vision: everyone on our team dreams big about solving complex problems
What the job involves
- In the last 3 months, we’ve signed partnerships with some of the largest financial institutions in the U.S
- Those companies collectively reach tens of millions of Americans, and embedded tax filing has the potential to be a key part of their strategy going forward
- We’re looking to hire a Founding Account Manager to be the thought partner & go-to person they work with on scaling up
- We think about Account Management as an “Embedded Product” function
- Success is our partners feeling like we are a true extension of their internal team
- Helping the largest financial institutions in the U.S. launch and scale embedded tax filing to their user base
- Leading the post-sales customer journey end-to-end, from integrations and partner launch to renewals
- Spending lots of time with fintech companies, financial institutions & tax-focused companies to deeply understand their product strategy & ethos (in an authentic way)
- Spending time with our Column Tax product team to map our internal roadmap to what partners need to be successful
- Translating learnings from specific partners into an overall Column Tax launch playbook
- Shaping the next phase of go-to-market at Column Tax
- How do we measure success for the Account Management team at Column Tax?
- Do partners treat Column team like a part of their internal product team when planning their roadmaps?
- Are we implementing an incredible “end-to-end” tax filing product experience in our partners apps?
- Are our partnerships deepening and growing year-over-year?
- Are we being genuinely helpful for partners that are scaling up embedded tax products (and working with Column Tax)?
- Do partners rave about working with us?
- Are our partners consistently delighted & surprised by the work we do for them?
- Are we one of the best & most responsive teams they’ve ever worked with?
Application process
- Intro call with Dan – A brief conversation to get to know each other
- Intro call with Gavin – A deeper dive with our co-founder to discuss the role and your experience
- One-day onsite – Spend a day with us! Share your past work and values, experience a bit of our day-to-day, and collaborate with the team on a live business challenge
Our take
Year-round access to accountants and tax advisers has long been limited to the wealthy. Column Tax is a mobile income tax software platform that aims to solve this problem by giving ordinary people high-quality, year-round financial support.
Column Tax makes it easier for users to file their taxes and access their tax refunds, which will no doubt appeal to the large percentage of Americans that rely financially on rebates. The company's software differs from programs such as TurboTax in that it is mobile-only, and it integrates with users' existing banking apps. This year-round integration will save users valuable time on their annual tax preparation.
The company has raised considerable investment, and expanded services to cover state tax filings atop its original federal-only offering. In continuing to expand the scope of its products and integrations, Column Tax is building a pathway into future success.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (2 rounds)
May 2022
$21.7m
SERIES A
Nov 2021
$5.1m
SEED
Total funding: $26.8m
Company benefits
- Unlimited PTO with a minimum
- High quality, health, vision & dental coverage
- MacBook & home office budget
- Free tax prep each year
Company values
- Focus: we know that doing great work takes long blocks of uninterrupted time
- Ownership: everyone at Column Tax is empowered to make big decisions
- Transparency: expect honest & vulnerable communication
- Vision: everyone on our team dreams big about solving complex problems
- Doing the right thing: Tax is an industry with a history of predatory practices; we’re determined to fix that
Company HQ
Civic Center, New York, NY
Articles
Leadership
Michael R. Bock
(CTO)Studied Computer Science and Business Administration at USC. Worked as a Software Engineer at YouTube, Google and Waymo. Was a Senior Software Engineer at Aurora.
Gavin Nachbar
(CEO)Majored in Mathematical Economics at Colorado College, and worked as Sales Strategy & Operations Lead at Dropbox. Was Head of Sales & BizOps at Premise Data, and Head of Operations Strategy at Waymo.
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