Track and analyze customer usage patterns to provide insights and recommendations. * Develop and implement a comprehensive customer success strategy and program that enhances customer satisfaction and loyalty. * Collaborate with Sales and Product Development teams to ensure customer needs are met and exceeded. * Identify opportunities for customer growth, advocating for our customers' needs, and contributing to our product roadmap. * Conduct regular customer review calls, quarterly business reviews, and executive briefings. * Develop customer relationships that promote retention and loyalty, understanding customer needs, and tailoring custom solutions. * Proven experience in a customer success role, preferably within a SaaS company or tax consultancy industry. * Proficiency in CRM software and other customer success tools.
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