Customer Success Manager Remote (NY, IN, OH) – Direct Tax

Role Overview

As a Customer Success Manager focused on direct tax, you will translate complex tax rules and changing regulations into practical guidance, helping clients stay ahead of change and make confident decisions in every filing season. Customer Success is not just a function or team at Thomson Reuters, but also our reason for doing business. We measure our success based on the prioritization of our customers’ needs and goals.

What You Will Do

Partner with customers to define success, deliver educational activities throughout their lifecycle, and track progress toward business outcomes. Develop and share best practices and Customer Success Plans, collaborating with internal teams like Sales and Professional Services. Monitor customer health by tracking usage data and escalating critical concerns, using insights to drive strategic adjustments.

Why It Might Be a Fit

You are a fit for the role of Customer Success Manager if you have 8+ years of professional experience, with a minimum of 3 years’ experience in customer success, direct tax experience, and a 4-year college degree required.

Requirements

• 8+ years of professional experience
• 3 years’ experience in customer success
• Direct Tax experience
• 4-year college degree
• Experience working in and around cloud software solutions and cloud delivery models
• Strong business acumen and communication skills

Benefits

• Flexible vacation
• Two company-wide Mental Health Days off
• Access to the Headspace app
• Retirement savings
• Tuition reimbursement
• Employee incentive programs
• Resources for mental, physical, and financial wellbeing
• Market competitive health, dental, vision, disability, and life insurance programs
• Competitive 401k plan with company match
• Paid holidays (including two company mental health days off)
• Parental leave
• Sabbatical leave
• Optional hospital, accident and sickness insurance paid 100% by the employee
• Optional life and AD&D insurance paid 100% by the employee
• Flexible Spending and Health Savings Accounts
• Fitness reimbursement
• Access to Employee Assistance Program
• Group Legal Identity Theft Protection benefit paid 100% by employee
• Access to 529 Plan
• Commuter benefits
• Adoption & Surrogacy Assistance
• Tuition Reimbursement
• Access to Employee Stock Purchase Plan