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Sprintax - Customer Success Executive

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Full Remote
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Offer summary

Qualifications:

Minimum 5 years of account management and customer service experience., Bachelor’s degree in accounting, banking, business, finance, or tax preferred but not required., Strong computer literacy with proficiency in Word, Excel, Outlook, and PowerPoint., Excellent spoken and written English skills, with experience in presentations..

Key responsabilities:

  • Manage relationships with existing and newly onboarded Sprintax Returns clients.
  • Address day-to-day questions from partners and their students, scholars, and program participants.
  • Identify upselling opportunities for additional Sprintax products and drive growth in client engagement.
  • Collaborate with sales and marketing teams to deliver webinars and develop marketing plans.

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CluneTech https://www.clunetech.com/
1001 - 5000 Employees
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Job description

Sprintax currently provide a range of tax services to the nonresident market in the US, with partner organizations across the globe.

The primary responsibility is to build and maintaining long-term relationships with clients by acting as the primary point of contact, understanding their needs and the needs of their students. scholars, and J visa communities as well as addressing day to day questions and queries.

The individual will work closely with the VP Sales for Sprintax and the current Sprintax team.

This is a remote role. Working hours are 8.30am - 5.30pm in local time. Salary range is $45k - 60k USD depending on skills and experience.

The role:

  • Manage existing and newly onboarded Sprintax Returns clients.
  • Manage day to day questions from the partners and their students, scholars and program participants, including code updates.
  • Manage the annual invoice renewal process and monitoring of code usage.
  • Identify opportunities to upsell or offer additional Sprintax products, such as Calculus.
  • Drive growth in existing and new clients by ensuring communications are being shared and encouraging participating in webinars and other Sprintax marketing initiatives and identifying and securing new co-marketing opportunities.
  • Identification and evaluation of new product and service opportunities.
  • Management of accounts and invoicing via HubSpot, ensuring all communications is captured.
  • Working with the sales team to identify sales opportunities and where possible researching contacts and assisting the sales team in securing presentation opportunities.
  • Work with sales and marketing to deliver tax and other content webinars.
  • Working closely with the marketing team to develop the marketing plan for the market as well as ad hoc requests that come up from time to time.
  • Manage annual customer satisfaction

Requirements

  • Account management and customer service experience (5 years minimum).
  • Entrepreneurial approach to working in a small team.
  • High level of attention to detail and accuracy.
  • Energy and enthusiasm.
  • Effective office, time management and organizational skills.
  • Will be expected to undertake training on US nonresidents tax (support will be provided).
  • Computer literacy – knowledge of Word, above average Excel, Outlook and PowerPoint required.
  • Ability to work independently.
  • At least three – five years of experience dealing with large and small organizations.
  • Bachelor’s degree in accounting, banking, business, finance or tax desired but not required.
  • Excellent spoken and written English (grammar, spelling, and pronunciation) and experience in presenting.
  • Flexibility to work US hours during specified periods of the year, most notable US tax filing season.

Benefits

At Sprintax, we are a community of like-minded individuals committed to excellence in everything we do. We create an innovative, collaborative, and supportive workplace that allows our brilliant people to unleash their potential.

Recognised as a both a Great Place to Work and Deloitte Best Managed Company, we believe that recognition goes much deeper than just financial rewards. Therefore, in addition to a competitive salary, we also offer an exclusive benefits package.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Energetic
  • Detail Oriented
  • Physical Flexibility
  • Enthusiasm

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