Customer Success Manager
The DAP Strategy
Job description
Job Title: Customer Success Manager
Department: Client Success (Tax Maverick & TAAP Divisions) Location: Remote / [Insert Location if Hybrid] Type: Full-Time
About DAP Brands
DAP Brands is home to some of the fastest-growing education, software, and advisory programs in the tax and accounting industry. Our ecosystem includes the Tax Advisor Accelerator Program (TAAP) and Tax Maverick, our flagship tax planning software.
Since 2023, we have helped CPAs, accountants, and tax firms scale their businesses by equipping them with elite tax planning tools and advisory systems. Today, 1,001+ firms rely on us to uncover over $391,974,637 in client tax savings.
We are a team of 62 high performers united around one mission: To elevate the tax industry by helping professionals operate as true advisors, not just preparers. We are not building a team to maintain; we are building a team to scale to 5,000 advisors by 2028.
About the Role
We are seeking a Customer Success Manager (CSM) to join our Client Success Department—the heartbeat of our customer experience.
This is not a simple support role. It is a relationship-driven, strategy-focused, high-ownership position. You will guide tax professionals through our frameworks, help them implement our software, and coach them toward revenue growth. You will directly influence client results, community culture, retention, and company revenue.
You will be working with two key divisions:
- Tax Maverick (Software): Engineered for deep strategy delivery, including assessment-first workflows, automated tax-savings modeling, and proposal automation.
- TAAP (Advisory Program): Helping firms operationalize advisory services through coaching and frameworks.
Key Responsibilities
- Strategic Account Management: Build and nurture strong relationships with tax professionals through regular check-ins, strategic conversations, and personalized support. You are their partner in growth.
- Onboarding & Implementation: Develop and execute tailored onboarding plans to help clients implement Tax Maverick effectively and maximize the value of our SaaS offerings immediately.
- Retention & Expansion: Collaborate with sales teams to identify opportunities for account expansion, renewal, and ascension. You will be responsible for managing retention rates and driving lifetime value.
- Coaching & Accountability: Provide accountability and strategic direction to clients. Identify risks, remove roadblocks, and host calls/success reviews to drive outcomes.
- Data-Driven Management: Utilize Salesforce to track customer interactions, monitor health scores, and manage account information with extreme accuracy.
- Voice of the Customer: Analyze customer data and feedback to identify trends. Coordinate with marketing, product, and technical teams to advocate for enhancements that benefit the user base.
Requirements
- Experience: Proven experience in Customer Success, Account Management, or Project Management within the SaaS or Financial Services sectors.
- Industry Knowledge: Experience working within the financial services, tax, or accounting industry is highly desirable.
- Tech Stack: Strong working knowledge of Salesforce (or similar CRM platforms) to manage customer relationships effectively.
- Communication Mastery: Excellent verbal and written skills. You must be able to articulate complex concepts clearly and actively listen to client needs.
- Sales Acumen: Demonstrated ability in relationship management to foster loyalty and spot growth opportunities (upsells/renewals).
- Performance Mindset: Ability to manage multiple accounts simultaneously while maintaining attention to detail. You thrive in a high-performance, fast-moving environment.
Why Join Us?
- Impact: At DAP Brands, you won’t just do work; you’ll do the most meaningful work of your career. You are helping transform an entire industry.
- Growth: You will be surrounded by high performers, challenged to grow, and supported with real coaching and ownership.
- Culture: We are mission-driven and result-oriented. If you love structure, communication, and high performance, you are in the right place.
Pay: $46,157.41 - $65,000.00 per year
Benefits:
- Paid time off
Work Location: Hybrid remote in San Benito, TX 78586