Customer Success Manager (Tax)

The Company
New Zealand’s first and largest provider of innovative tax payment and tax pooling solutions. The company serves a diverse client portfolio, ranging from sole traders to NZ’s largest taxpayer.
Purpose driven organisation with 100% of profits invested into a Foundation which supports sustainability projects, charitable initiatives and the NZ community.

The opportunity
The Customer Success Manager is responsible for managing and nurturing relationships with key clients (post-acquisition) to ensure customer satisfaction and loyalty, whilst also identifying opportunities to drive revenue through additional products and services. This role acts as the main point of contact for clients, working to understand client needs, and providing tailored solutions, service and advice.

This is a key customer outcome role. You will ensure either our partner firms, or our direct partners have the best levels of service in the Tax Pooling industry.

Responsibilities will include, but not limited to:

• Provide advice and solutions, and manage larger accounts for your channel
• Key point of contact for a portfolio of clients providing customer support, solutions and education on the company’s products
• Act as a Tax Pooling SME providing clients with technical advice based on their individual needs
• Build effective relationships with senior tax and finance professionals to be the go-to person for tax pooling advice
• Build account plans and strategies to ensure loyalty and value add to clients

What’s in it for you

• Superb opportunity for a Tax professional, Chartered Accountant or Business Advisory Accountant, with a knowledge of Tax Pooling, to pivot into a client relationship role in a forward-thinking, purposeful organisation with employee wellbeing at its core.
• Competitive salary with commission-based bonuses and a range of flexible work arrangements to support a positive work-life balance.
• Hybrid work model (60% office, 40% client-facing) with free parking.
• Annual $1,000 for charitable donations, plus health insurance (Southern Cross Wellbeing 2), a wellbeing day, birthday leave, and the option to purchase up to 10 additional leave days.
• Professional development opportunities with up to $2,500 annually for self-directed study and a supportive, celebratory team environment.

Your profile

• Experience in Tax, Accountancy or Advisory roles with a broad knowledge of Tax Pooling
• Proactive and positive attitude with the ability to communicate effectively
• High EQ and attention to detail with a consultative approach

To be considered for this position, submit your CV by following the link below. For more information, please contact Sam Pritchard on  samp@huntercampbell.co.nz.