Customer Success Manager (Expansion) - US

TaxGPT Inc. • US,

1d • Remote

About The Position

TaxGPT is revolutionizing the tax and accounting space with AI-driven solutions tailored for accountants, tax professionals, and SMBs. We are building an AI co-pilot to transform tax workflows, drive efficiency, and simplify compliance. Recently named one of Business Insider’s 30 Early-Stage Startups Most Likely to Become Tech’s Next Unicorns, we would love for you to join our growing team.

Requirements

• A documented track record of carrying and hitting a sales quota, 3+ years in a closing role (AE, expansion/growth AE, quota-carrying account manager, or similar). Come ready to talk numbers: quota, attainment, and deal sizes.
• Proven ability to source, build, and close expansion and upsell revenue in a book of business, not just manage relationships or renew.
• A hunter’s mentality: comfortable driving urgency, handling objections, negotiating, and asking for the close.
• Strong discovery and value-selling skills, you can turn a product conversation into a business case and a business case into signed expansion.
• Comfort operating against a monthly number, with the self-direction to manage your own pipeline and forecast accurately.
• Proficiency with CRM and sales tooling (e.g., HubSpot) to run pipeline, forecast, and track expansion.
• Excellent communication and executive presence, you can hold a value conversation with a firm owner or managing partner.
• Proficient with collaboration tools like Slack, Google Workspace, and Fathom.

Nice To Haves

• Experience selling or expanding in tax, accounting, or financial services.
• Background in high-growth SaaS, fintech, or startup environments carrying an expansion or new-business quota from Seed Stage to Series A+.
• Experience selling technical or AI-powered products to professional-services buyers.
• Familiarity with usage and health data to spot and prioritize the highest-propensity expansion accounts.

Responsibilities

• Own a $50K/month expansion number from Day 1, hunting upsell and cross-sell inside your book of business while protecting it through healthy adoption and on-time renewals.
• Own the post-sale customer journey from onboarding and activation through adoption, renewals, and expansion, serving as a trusted advisor who ensures customers realize measurable value from the platform.
• Partner closely with product and support to keep accounts healthy.
• Consistently hit $50K/month in expansion revenue by identifying, building, and closing upsell and cross-sell opportunities across their book.
• Build and manage a rigorous expansion pipeline with accurate forecasting, owning their number and knowing their path to it every week.
• Prospect within existing accounts, find untapped potential, and build repeatable systems to execute at scale.
• Protect and grow the book by driving adoption, proving value, and renewing accounts ahead of cycle.
• Build trusted relationships through regular check-ins, success planning, and strategic business reviews that turn healthy accounts into growing ones.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed