Customer Success Manager
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Key skills for this role
About the Role
April is seeking a driven Customer Success Manager to manage critical bank partnerships, drive joint initiatives, and ensure client retention. The role involves onboarding partners, building a best-in-class partner management model, and coordinating with cross-functional teams.
Key Skills for This Role
Responsibilities
- Manage april’s most critical bank partnerships, focusing on driving 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 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
- Leverage significant industry experience to help internal teams compose holistic account management strategy
Requirements
- 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
- 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
Full Job Posting
About The Role
- april is on the lookout for a driven Customer Success Manager to play a pivotal role in our client relationships.
- In this role, you'll have the unique opportunity to work hands on with our partners and act as their main point of contact.
- You'll have the chance to onboard and walk partners through our cutting edge implementation process—establish strong relationships and align with their specific expectations.
- This team works hands on to ensure alignment on partner needs as well as addressing any challenges to ensure retention.
Key Responsibilities
- Manage april’s most critical bank partnerships, with a focus on driving the execution of joint initiatives and launching new offerings to benefit April’s users
- 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
Experience
- 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
- 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
About April
- april is the only embedded, year round tax platform built to power smarter financial decisions.
- From filing to planning to onboarding, april’s white labeled tools bring real time tax intelligence into the platforms people already use.
- Built to handle even the most complex tax situations, april’s AI powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time.
- With API first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge.
Compensation
- Compensation Range: $110K $130K
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