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Customer Success Manager at Neo.Tax - ApplyBlast

Customer Success Manager

Neo.Tax

4 days ago

Remote

Full Time

Manager

0 applicants

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About this role

Neo.Tax is seeking a Customer Success Manager to manage post-sale relationships with a portfolio of customers, serving as the primary contact for finance, tax, and engineering stakeholders. The role involves leading customer onboarding, managing ongoing account rhythms, troubleshooting data issues, and explaining results to executive-level stakeholders. The position also includes tracking account health, owning renewals, identifying expansion opportunities, and providing customer feedback to the product team.

Responsibilities

Lead customer onboarding and manage ongoing account relationships
Troubleshoot data and integration issues with cross-functional teams
Drive renewals and identify expansion opportunities for existing accounts

Skills

About Neo.Tax

neo.tax

Headquarters

Mountain View, California, United States

Company Size

11-50 employees

Founded

2019

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Neo.Tax is an AI-powered tax technology platform that automates R&D tax credits and software capitalization. It eliminates interview-heavy data collection and delivers audit-ready outputs in days, not months. By streamlining complex tax calculations with AI, Neo.Tax accelerates compliance for finance and product teams with fast, scalable reporting.