Customer Success Associate, Taxfyle
B2B
$45-50k
Online accounting services & workforce
Job no longer available
Online accounting services & workforce
21-100 employees
Job no longer available
$45-50k
21-100 employees
Company mission
To make filing taxes easy, efficient, and more affordable.
Role
Who you are
- Bachelor’s degree (B.S. or B.A.) from a four-year college or university
- Demonstrated experience providing excellent customer service in a professional environment
- Demonstrated experience operating with a high level of integrity in a service-oriented role
- Demonstrated communication skills - you can write in a clear, pleasant, professional way to a variety of audiences even in difficult situations
- Superb time management skills - you can organize and manage multiple priorities and frequent distractions
- Proficiency with Google Docs, Sheets, and Gmail
- A flexible and hard-working spirit, proud to work “in the trenches” to delight our customers
What the job involves
- The Customer Success Department is responsible for not only the success of our clients but also ensuring year over year retention and growth
- We are responsible for building lasting relationships with all our clients. Customer Success Associates at Taxfyle are responsible for providing excellent customer service to our clients
- Support new client deployments and on-board client teams, enabling them to gain immediate and ongoing value from Taxfyle
- Ensure customers derive maximum value from Taxfyle
- Analyze the clients business model to ensure the correct workflow on our platform
- Own the engagement, retention, and growth of your customers
- Create and improve upon internal processes to support seamless deployments and customer engagements
- Address general client and CPA/EA concerns over our messaging platform
- Collaborate and share customer feedback with internal Product, Engineering, and other cross-functional colleagues to enhance ongoing product development efforts
- Completing special projects as needed and other duties as assigned
Our take
For many professionals, filing taxes can be a stressful and complicated process, and mistakes can be costly. Taxfyle solves this problem with its easy-to-use tax filing app.
Taxfyle has been heralded as "Uber for taxes", which is testament to the simplicity and efficacy of its application. Following Uber's model, Taxfyle connects users with vetted tax specialists that match their specific requirements. Unlike many of its competitors, the company targets both individual users and accounting firms.
Taxfyle faces stiff competition from a number of other accounting and tax filing apps, including industry leader TurboTax. Nonetheless, having raised an impressive $20 million in Series B funding in 2022, Taxfyle shows no signs of slowing down. This money has helped Taxfyle accelerate plans to branch out into other aspects of professional financial services and it most recently made headlines for its new AI tools built for automating and streamlining tax return preparation for US small tax and accounting firms.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Feb 2022
$20m
SERIES B
Sep 2018
$4.1m
SERIES A
Total funding: $27.9m
Company HQ
Northeast Coconut Grove, Miami, FL
Leadership
Richard Lavina
(Co-Founder & CEO)Previously spent nearly 5 years at PwC as a Senior Consultant before co-founding Tickmark in 2015.
Michael Mouriz
(Co-Founder & COO)Previously co-founded Clove Mediterranean Kitchen.
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