Client Executive, Safesend/sureprep

CoCounsel

Base: $106,400 - $197,600 usd; bonus/equity: targe...
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2+ years customer success experience
Saas industry background preferred
Strong business acumen and strategic thinking
** CoCounsel is seeking a Client Executive for the SafeSend/SurePrep team to drive growth and maintain strong customer relationships. The ideal candidate should have a background in customer success and the SAAS industry, demonstrating strong business acumen and excellent communication skills. **

Job Summary

  • The Client Executive plays an integral role in driving revenue growth and ensuring exceptional service for SafeSend and SurePrep customers.
  • Candidates must develop and execute strategies to identify upselling opportunities while maintaining strong relationships with key decision-makers.
  • The company offers a hybrid work model, comprehensive benefits including mental health days, and a culture focused on justice, truth, and transparency.

Matching Summary

Match Score: 75

** CoCounsel is seeking a Client Executive for the SafeSend/SurePrep team to drive growth and maintain strong customer relationships. The ideal candidate should have a background in customer success and the SAAS industry, demonstrating strong business acumen and excellent communication skills. **

Salary

Base: $106,400 - $197,600 USD; Bonus/Equity: Target sales incentive included; Benefits: Comprehensive health, dental, vision, 401k match, tuition reimbursement

Skills & Requirements

Must-have

  • 2+ years Customer Success experience
  • SaaS industry background preferred
  • Strong business acumen and strategic thinking
  • Excellent presentation and communication skills
  • Ability to self-motivate in fast-paced environment

Nice-to-have

  • Experience in tax and accounting industry
  • Passion for technology and web applications
  • High-level client support experience
  • Product training capabilities
  • Collaboration with internal Sales and Product teams

Key Requirements

  • 2+ years as Customer Success Manager or similar
  • Experience in SAAS industry preferred
  • Proficiency in Microsoft Office suite
  • Tax and accounting industry experience is a plus

Work Rights

Not specified

Tailored Resume

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