Customer Success Manager
Manage critical bank partnerships, drive joint initiatives, and build partner management models for an embedded tax platform. Requires experience in partner management or business development, ideally in financial services.
Key Responsibilities
- Manage april’s most critical bank partnerships, with a focus on driving the execution of joint initiatives and launching new offerings to benefit April’s users
- Build a best-in-class partner management model
- Leverage industry knowledge to craft thoughtful partnership and product strategies
- Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
- Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
- Help find the right stakeholders that can champion april, educating them on our value proposition and executing deals that address their needs and support our strategy
- Leverage significant industry experience to help our internal teams compose our holistic account management strategy
Experience
- Experience in partner management, business development, or a related role, ideally in the financial services industry
- Exposure to the tax or accounting industry is a plus, but not required
- A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
- Analytical thinking with a knack for problem-solving and creating value for partners and end users
- Strong communication and negotiation skills
- The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
- A proactive mindset, with the drive to see projects through to completion
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