Customer Success Manager, April
Wealth Management
$120-140k
+ 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
$120-140k
+ 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
- Experience in partner management, business development, or a related role, ideally in the financial services industry
- Exposure to the tax or accounting industry is a plus, but not required
- A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
- Analytical thinking with a knack for problem-solving and creating value for partners and end users
- This role is focused on wealth management clients, and experience in this space is a plus
- Strong communication and negotiation skills
- The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
- A proactive mindset, with the drive to see projects through to completion
What the job involves
- April is seeking a driven Customer Success Manager - Wealth Management to play a key role in managing our client relationships
- In this position, you'll have a unique opportunity to work directly with our partner (primarily in wealth management) and serve as their main point of contact
- You'll be responsible for onboarding and guiding partners through our innovative implementation process, building strong relationships and aligning with their specific expectations
- This team works closely to ensure their needs are met and to address any challenges, with the goal of ensuring retention
- Manage april’s most critical wealth management partnerships, with a focus on driving the execution of joint initiatives and launching new offerings
- Build a best-in-class partner management model
- Leverage industry knowledge to craft thoughtful partnership and product strategies
- Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
- Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
- Help find the right stakeholders that can champion april, educating them on our value proposition and executing deals that address their needs and support our strategy
- Leverage significant industry experience to help our internal teams compose our holistic account management strategy
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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