💼 About This Role

You'll build and scale the Customer Success function from the ground up at a fast-growing AI-native tax platform. You'll own strategic customer relationships, drive adoption and retention, and partner cross-functionally to shape the customer experience. This role is highly strategic yet hands-on, with direct impact on company growth.

🎯 What You'll Do

• Design and operationalize the Customer Success motion from scratch
• Own strategic customer relationships and ensure measurable value realization
• Drive adoption, retention, and customer health metrics including NRR
• Build scalable processes, automation, and AI-forward workflows

📋 Requirements

• Builder mentality with experience scaling Customer Success in high-growth startups
• Customer-obsessed with track record of improving adoption and retention
• Strategic yet hands-on operator able to build processes from scratch
• Strong communicator to collaborate across technical and operational teams

✨ Nice to Have

• Experience in Fintech, SaaS, financial infrastructure, tax, or compliance
• High-growth startup environments (Series A–C+)
• Exposure to both high-touch enterprise and scaled mid-market customer motions

🎁 Benefits & Perks

• 💰 Competitive compensation with meaningful equity
• 🚀 Significant growth opportunity as an early leader
• 🤝 Work directly with executive leadership on core strategic function
• 🧠 Operate at intersection of Product, Operations, AI, and Customer Success

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min