Sprintax - Customer Success Executive - CluneTech

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.