Senior Customer Success Manager – Direct Tax & Cloud Solutions Specialist – Leading Client Success, Revenue Expansion, and Thought Leadership at brighthush
Why brighthush is the Future of Tax Technology
In today’s fast‑moving business landscape, tax compliance is no longer a routine administrative task—it’s a strategic lever that can unlock growth, reduce risk, and drive competitive advantage. brighthush is at the cutting edge of this transformation, blending deep tax expertise with cloud‑native technology to deliver solutions that are as agile as they are compliant. With a presence in more than 70 countries and a global team of over 26,000 experts, brighthush is not just a software provider; we are a trusted partner that empowers CFOs, tax directors, and compliance officers to navigate ever‑shifting regulations with confidence, speed, and precision.
Our mission is simple yet ambitious: to make tax technology intuitive, scalable, and future‑proof. By harnessing the power of artificial intelligence, real‑time data analytics, and a cloud‑first architecture, we help organizations reduce compliance costs, mitigate risk, and unlock new revenue streams. Whether you’re a multinational enterprise, a mid‑market firm, or a fast‑growing startup, brighthush delivers the tools you need to stay ahead of the curve.
About the Role
As a Senior Customer Success Manager – Direct Tax & Cloud Solutions Specialist, you will be the strategic partner that translates complex tax rules and regulatory updates into actionable guidance for our Concierge and Advisory customers. You will own a portfolio of high‑value accounts, ensuring they extract maximum value from brighthush’s cloud‑based solutions, achieve their business objectives, and remain loyal advocates of our brand.
In this remote, hybrid role based in the United States (NY, IN, OH), you will collaborate closely with Sales, Professional Services, Product, and Engineering teams to shape the customer journey, drive adoption, and identify new revenue opportunities—all while maintaining a deep understanding of the tax landscape and the unique challenges faced by each client.
Key Responsibilities
- Customer Partnership & Success Planning: Partner with clients to define success metrics, develop tailored Customer Success Plans, and deliver educational programs that accelerate adoption and ROI.
- Lifecycle Management: Guide customers through every stage of the lifecycle—from onboarding and implementation to renewal and expansion—ensuring seamless transitions and continuous value delivery.
- Health Monitoring & Insight Generation: Leverage tools such as Gainsight and Salesforce to track usage, engagement, and health scores; analyze data to identify trends, flag risks, and recommend proactive interventions.
- Growth & Upsell Enablement: Identify commercial opportunities within existing accounts, collaborate with the Commercial team to craft upsell strategies, and champion cross‑sell initiatives that align with customer maturity.
- Stakeholder Collaboration: Work cross‑functionally with Sales, Professional Services, Product, and Engineering to align on customer priorities, resolve escalations, and influence product roadmap based on real‑world feedback.
- Thought Leadership & Advocacy: Represent brighthush in industry forums, webinars, and client advisory councils; share best practices, market insights, and regulatory updates that position our customers as thought leaders.
- Process & Tool Optimization: Continuously refine customer success processes, documentation, and tooling to improve efficiency, scalability, and the overall customer experience.
- Data‑Driven Decision Making: Build dashboards and reports that provide actionable insights to both internal teams and clients, ensuring data transparency and informed decision‑making.
- Mentorship & Team Leadership: Mentor junior Customer Success Managers, share best practices, and foster a culture of continuous improvement within the team.
Essential Qualifications
- 8+ years of professional experience, with a minimum of 3 years in a Customer Success or Account Management role.
- Deep expertise in direct tax—knowledge of federal, state, and local tax regulations, filing cycles, and compliance requirements.
- 4‑year bachelor’s degree in Accounting, Finance, Business, or a related field.
- Proven experience working with cloud‑based SaaS solutions and delivery models.
- Strong business acumen, analytical mindset, and the ability to translate data into actionable insights.
- Exceptional communication skills—both written and verbal—across all stakeholder levels.
- Track record of managing complex customer journeys, resolving conflicts, and driving problem‑solving initiatives.
- Willingness to travel up to 25% of the time to client sites, partner events, and internal conferences.
Preferred Qualifications
- Master’s degree or equivalent advanced certification (e.g., CPA, CMA, or tax‑specific credentials).
- Hands‑on experience with Salesforce and other CRM platforms.
- Functional and technical knowledge of SaaS implementations and Enterprise Resource Planning (ERP) systems.
- Experience in a high‑growth, technology‑driven environment.
- Familiarity with Gainsight or similar customer success platforms.
Skills & Competencies
- Strategic Thinking & Execution
- Customer‑Centric Mindset
- Data‑Driven Decision Making
- Project & Program Management
- Conflict Resolution & Negotiation
- Cross‑Functional Collaboration
- Adaptability & Agility in a Rapidly Changing Landscape
- Technical Fluency with Cloud, SaaS, and ERP Ecosystems
- Strong Presentation & Storytelling Abilities
- Commitment to Continuous Learning and Professional Growth
Career Growth & Learning Opportunities
At brighthush, we believe that your professional development is as important as the value you deliver to our clients. As a Senior Customer Success Manager, you will:
- Participate in our Grow My Way learning platform, which offers curated courses, certifications, and mentorship programs tailored to your career path.
- Engage in cross‑functional projects that expose you to product development, sales strategy, and global tax research.
- Lead initiatives that shape the future of our customer success organization—such as process automation, AI‑driven insights, and community building.
- Earn recognition through our Brighthush Excellence Awards and receive opportunities to present at industry conferences.
- Advance into senior leadership roles such as Director of Customer Success, Head of Tax Solutions, or VP of Client Experience.
Work Environment & Culture
brighthush thrives on a culture of inclusion, innovation, and impact. Our core values—Obsess over Customers, Compete to Win, Challenge Your Thinking, Act Fast / Learn Fast, and Stronger Together—guide every decision we make.
We offer a flexible, hybrid work model that supports work‑life balance: employees can work from anywhere for up to 8 weeks per year, and we provide robust remote collaboration tools to keep teams connected. Our community is built on collaboration, transparency, and a shared commitment to making a real‑world impact. Whether you’re tackling complex tax challenges or driving digital transformation, you’ll find a supportive network that celebrates your successes and learns from your challenges.
Compensation, Perks, and Benefits
While the exact compensation will vary based on experience and location, brighthush offers a competitive total reward package that includes:
- Base salary range of $93,100 – $172,900 USD, aligned with market benchmarks.
- Target incentive and performance bonuses tied to customer retention, expansion, and satisfaction metrics.
- 401(k) plan with company match, plus access to a range of investment options.
- Comprehensive health, dental, vision, and life insurance plans.
- Flexible vacation policy, paid holidays, and two company‑wide mental health days.
- Paid parental leave, sabbatical opportunities, and adoption assistance.
- Tuition reimbursement and professional development stipends.
- Employee Stock Purchase Plan (ESPP) and stock options for eligible employees.
- Wellness programs—including Headspace subscription, fitness reimbursement, and Employee Assistance Program.
- Commuter benefits, flexible spending accounts, and health savings accounts.
- Paid volunteer days and access to brighthush’s Social Impact Institute for pro‑bono consulting and ESG initiatives.
How to Apply
Ready to take the next step in your career and help shape the future of tax technology? Submit your application through our careers portal or click the link below to apply directly.
Apply to brighthush Today
Join brighthush and Make an Impact
At brighthush, you’ll be part of a mission‑driven organization that empowers professionals worldwide to make informed, confident decisions. Your expertise will help clients navigate complex tax landscapes, drive growth, and ultimately contribute to a more transparent and just global economy.
We celebrate diversity, champion inclusion, and are committed to providing a workplace where every voice is heard. If you’re passionate about customer success, tax technology, and continuous learning, we want to hear from you.
Apply now and become a key driver of success for brighthush’s clients—and for your own professional journey.
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