Head of Customer Success, TaxBit
$150-225k
Certain roles may be eligible for incentive compensation, equity, and benefits
3 days a week in office
Tax & accounting solutions for digital assets
Be an early applicant
Tax & accounting solutions for digital assets
101-200 employees
Be an early applicant
$150-225k
Certain roles may be eligible for incentive compensation, equity, and benefits
3 days a week in office
101-200 employees
Company mission
TaxBit's mission is to drive the mainstream adoption of digital assets by connecting consumer, enterprise, and government tax and accounting ecosystems.
Role
Who you are
- 10-15 years of people management experience in account management, implementation, customer success, solutions architecture, or sales engineering
- Experience working with Enterprise SaaS platforms
- Previous Technical Sales experience in a SaaS organization
- Background and expertise in financial services, crypto and/or tax and accounting preferred
- Hands-on, values-driven leader
- Highly collaborative across departments and geographies
- Proactive communicator
What the job involves
- As our Customer Success Leader, you will manage and grow the Taxbit teams that serve as central points of contact for our portfolio of existing and growing enterprise customers
- You’ll have accountability for key customer outcomes such as retention, satisfaction, revenue, adoption, and overall relationship health
- You will support your teams as they work to deepen value realization including: implementation, support, identifying new use cases for expansion, and educating customers on industry best practices
- You’ll lead our post-sales teams while understanding and sharing our competitive advantage with customers
- You will collaborate internally with stakeholders like SMEs and Sales teams to ensure a seamless end-to-end experience for our customers
- You’ll serve as an executive champion for your teams and our customers when it comes to managing product feature requests and building feedback loops with our Product and Engineering teams
- Your teams will be responsible for building competitive intelligence of Taxbit products, helping to develop market intel, and sharing best practices and product expertise with our sales team
- Be a hands-on leader in the Customer Experience model from implementation to expansion and renewal to ongoing support; add sophistication and operational rigor to the existing function
- Advocate for the success of your customers as the executive champion
- 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)
- Retain existing client revenue while working in partnership with our Account Executives to add revenue to the account base
- 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
- Develop proficiency as a technical thought leader helping to drive the strategy and execution for Taxbit’s Customer Experience, working with cross functional partners
- 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 Operations teams are able to drive business needs
- Partner cross-functionally and globally 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 Account Managers 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
- Be the executive sponsor of driving customer centricity broadly across Taxbit
Our take
As cryptocurrencies come under increasing regulatory pressure, businesses and individuals alike are having to navigate a tricky tax landscape. TaxBit works with public and private companies, as well as individuals, using automation to make it easier to calculate and report capital gains and losses.
The 2018-founded company has had a rapid trajectory thus far. Having reached well over 5 million users and achieving unicorn status in 2021, its position as one of the leading crypto tax service providers looks pretty secure along with the likes of Koinly, Accointing, and TokenTax.
One thing that may give TaxBit an edge as digital currencies enter the mainstream is its work with government regulatory agencies. As well as this, its ongoing strategic partnership with Deloitte, one of the world's most valuable professional services firms, will boost its reputation and bring about access to a huge global enterprise network. 2024 strategic investment from In-Q-Tel will accelerate TaxBit's development and deployment of accounting solutions and digital asset technologies.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
Jan 2023
$15.6m
LATE VC
Aug 2021
$130m
SERIES B
Total funding: $251.4m
Company benefits
- Investment in your physical and mental well-being with a robust offering of health, dental, and vision benefits with certain plans eligible for 100% premium coverage
- A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees, and more
- Unlimited PTO - take as much time away as you need to rest, refuel, and recharge.=
- Paid parental leave to bond with your new child
- We collaborate across teams at TaxBit, and celebrate our wins with weekly lunches
- Autonomous work and flexibility in how work is performed
- Hybrid model: Three days a week, we work in-office and two days a week, we work remotely
Company HQ
Draper, UT
Leadership
Austin Woodward
(Executive Chairman & Co-Founder)Previously spent six years as a Controller at Experience Management company Qualtrix (acquired by SAP for $8 billion in 2018)
Brandon Woodward
(Design Lead & Co-Founder)Former Creative Director at Deal Savvy, next joining edutainment streaming service iNDIEFLIX as Head of Product before co-founding TaxBit.
Justin Woodward
(Tax Attorney & Co-Founder)Previously worked as a Judicial Law Clerk for the United States District Court, and as a Cyber Currencies Project Leader for multinational law firm Kirkland & Ellis.
Salary benchmarks
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