Sprintax - Customer Success Executive - Remote

Overview

The Customer Success Executive at Sprintax is responsible for building and maintaining long-term relationships with clients, acting as the primary point of contact, and addressing day-to-day queries related to tax services for nonresidents in the US.

In Short

• Manage existing and newly onboarded Sprintax Returns clients.
• Handle day-to-day questions from partners and their students.
• Oversee the annual invoice renewal process.
• Identify upselling opportunities for additional Sprintax products.
• Drive growth by encouraging participation in marketing initiatives.
• Evaluate new product and service opportunities.
• Manage accounts and invoicing via HubSpot.
• Assist the sales team in securing presentation opportunities.
• Deliver tax content webinars in collaboration with sales and marketing.
• Manage annual customer satisfaction surveys.

Requirements

• Minimum 5 years of account management and customer service experience.
• Entrepreneurial approach in a small team environment.
• High attention to detail and accuracy.
• Strong energy and enthusiasm.
• Effective time management and organizational skills.
• Willingness to undertake training on US nonresidents tax.
• Computer literacy with knowledge of Word, Excel, Outlook, and PowerPoint.
• Ability to work independently.
• Experience with large and small organizations (3-5 years).
• Bachelor’s degree in accounting, banking, business, finance, or tax preferred.
• Excellent spoken and written English skills.
• Flexibility to work US hours during tax season.

Benefits

• Competitive salary.
• Exclusive benefits package.
• Supportive and collaborative workplace.
• Recognition as a Great Place to Work.
• Opportunities for professional development.