Senior Customer Success Manager – R&D Tax Credit & Software Capitalization Solutions at brighthush

About brighthush

brighthush is a trailblazing AI‑driven platform that transforms how modern software companies capture and capitalize on the full value of their research and development activities. By seamlessly integrating with the tools engineering teams already use—such as Jira, GitHub, and other popular development ecosystems—brighthush automates the entire lifecycle of R&D tax credit analysis and ASC 350‑40 software capitalization. The result is a rigorous, audit‑ready study that eliminates the manual interviews and guesswork that traditionally plague tax and finance teams, while keeping tax provisions tightly aligned with actual product outcomes. Our mission is simple: empower technology companies to focus on building great products, while we handle the complex, data‑heavy work that unlocks hidden value in every line of code.

The Opportunity

We’re looking for a seasoned Customer Success Manager to become the trusted partner for our growing portfolio of high‑growth software customers. In this role, you will own the entire post‑sale journey—from onboarding and data integration to ongoing value realization, renewal, and expansion. You will be the primary liaison between finance, tax, and engineering stakeholders, translating complex data sets into clear, actionable insights that drive business decisions. If you thrive in a fast‑paced SaaS environment, love working with data, and enjoy turning technical concepts into plain‑spoken stories for executives, brighthush offers you a chance to shape the future of customer success in a niche, high‑impact industry.

Key Responsibilities

• Onboarding Excellence – Lead the end‑to‑end customer onboarding process, including connecting Jira and GitHub, collecting payroll and cost data, and establishing a realistic timeline for the first R&D study or capitalization cycle.
• Account Rhythm Management – Drive the regular cadence of account activities: monthly capitalization updates, data refreshes, and annual R&D study and filing deadlines.
• Issue Resolution & Collaboration – Serve as the go‑to contact for any data or integration challenges, working closely with our tax, engineering, and solutions teams to troubleshoot and resolve issues swiftly.
• Executive Communication – Translate technical and tax findings into concise, compelling narratives for CFOs, controllers, tax directors, and external CPAs.
• Health & Risk Monitoring – Track account health metrics, usage patterns, and early warning signs to proactively mitigate churn risks.
• Renewal & Expansion Leadership – Own the renewal process and identify cross‑sell opportunities, such as adding software capitalization services for existing R&D credit customers.
• Product Feedback Loop – Capture customer insights and pain points, feeding them back to the product team to refine features and create scalable playbooks and documentation.

Essential Qualifications

• Minimum 5 years of experience in customer success, account management, or implementation roles within a B2B SaaS organization, preferably serving finance or accounting teams.
• Proficiency with spreadsheets and data reconciliation—comfortable handling messy payroll or cost files and integrating APIs.
• Exceptional written and verbal communication skills, with the ability to distill complex tax or technical concepts into clear, executive‑friendly language.
• Demonstrated track record of managing multiple accounts and deadlines simultaneously while maintaining meticulous attention to detail.
• Strong ownership mindset: treating retention and renewals as personal metrics of success.
• Bachelor’s degree in business, finance, accounting, or a related field, or equivalent professional experience.

Preferred Qualifications

• Hands‑on knowledge of U.S. R&D tax credit (IRC §41) and ASC 350‑40 software capitalization, or experience in public accounting.
• Experience working with Jira, GitHub, and other development tooling ecosystems.
• Prior exposure to data‑driven SaaS products that automate financial or tax processes.
• Experience in a high‑growth startup environment where you helped shape customer success strategies from the ground up.

Skills & Competencies

• Data‑savvy: Excel, Google Sheets, and data visualization tools.
• Technical curiosity: Comfortable learning new APIs, data pipelines, and integration workflows.
• Strategic thinking: Ability to see the big picture while managing day‑to‑day operational details.
• Relationship building: Proven ability to build trust with finance, tax, and engineering stakeholders.
• Problem‑solving: Quick to diagnose issues and collaborate across teams to find solutions.
• Adaptability: Thrive in a dynamic, evolving product environment.

Career Growth & Learning Opportunities

At brighthush, you’ll join a small, high‑impact team early in our journey. This means you’ll have direct access to leadership, the product team, and the opportunity to shape the customer success function from the ground up. You’ll be encouraged to experiment, iterate, and own initiatives that drive measurable business outcomes. We support continuous learning through:

• Regular knowledge‑sharing sessions with finance, tax, and engineering experts.
• Access to industry conferences, webinars, and certification programs.
• Mentorship from senior leaders who have built successful SaaS customer success organizations.
• Opportunities to transition into product management, sales engineering, or senior leadership roles.

Work Environment & Culture

brighthush is a remote‑first company that values flexibility, transparency, and collaboration. Our culture is built on:

• Open communication: Weekly all‑hands meetings, transparent OKRs, and a culture of feedback.
• Data‑driven decision making: We rely on metrics to guide strategy and celebrate wins.
• Innovation: We encourage experimentation and reward creative problem solving.
• Diversity & inclusion: We strive to create a welcoming environment for people of all backgrounds.
• Work‑life balance: Flexible hours, generous vacation policy, and a focus on outcomes over hours.

Compensation & Benefits

While specific figures vary based on experience, brighthush offers a competitive total rewards package that includes:

• Base salary commensurate with market rates for senior customer success roles.
• Performance‑based bonus tied to retention, renewal, and expansion metrics.
• Equity options that allow you to share in the company’s long‑term success.
• Comprehensive health, dental, and vision insurance.
• 401(k) matching (for U.S. employees) and a flexible benefits stipend.
• Unlimited paid time off and a generous parental leave policy.
• Professional development budget and access to industry events.

Location & Eligibility

This role requires you to live in and work from the United States or Canada. Extended remote work from outside these countries is not supported due to payroll, tax, and data‑security requirements.

How to Apply

Ready to join a team that is redefining the intersection of technology, finance, and tax? Submit your application through our careers portal or send your résumé and cover letter directly to [email protected]. In your cover letter, tell us why you’re excited about the opportunity to shape customer success in a niche, high‑impact industry and how your experience aligns with the responsibilities outlined above.

Closing

At brighthush, you’ll be more than a Customer Success Manager—you’ll be a catalyst for change, a trusted advisor to our customers, and a key driver of our growth trajectory. If you’re passionate about data, love working with finance and engineering teams, and want to make a tangible impact on how software companies capture the value of their innovation, we want to hear from you. Join us and help shape the future of R&D tax credit and software capitalization automation.