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April is seeking an Associate Customer Success Manager to join its growing Customer Success team in New York City. You'll partner closely with a Senior Customer Success Manager to support strategic wealth management and enterprise clients while developing skills to eventually manage your own book of business.
In this role, you'll participate in client meetings, drive day-to-day account management, coordinate cross-functional initiatives, and ensure successful partner outcomes. You'll gain hands-on experience building trusted relationships with client stakeholders while learning to navigate complex organizations. As you progress, you'll gradually assume ownership of client calls and account management responsibilities, with the goal of independently managing enterprise accounts within your first year.
Key responsibilities include partnering with Customer Success Managers to support April's strategic clients, participating in implementation discussions and business reviews, owning day-to-day client requests and project coordination, collaborating cross-functionally with Product, Engineering, Tax Operations, and Implementation teams, identifying opportunities to expand partner engagement, and helping deliver additional value to clients.
You should have 2–5 years of experience in Customer Success, Account Management, Client Services, or similar customer-facing roles. Experience supporting enterprise, financial services, fintech, SaaS, or wealth management clients is preferred. Strong communication skills, ability to build credibility with internal and external stakeholders, comfort managing multiple priorities in a fast-paced environment, excellent organizational and project management skills, and an analytical mindset are essential. Curiosity, coachability, and eagerness to grow into managing strategic enterprise accounts are valued. Exposure to tax, financial services, or wealth management is a plus.
April is an embedded, year-round tax platform built to power smarter financial decisions. Its white-labeled tools bring real-time tax intelligence into platforms people already use, helping users understand the impact of financial decisions and stay on top of tax payments throughout the year. The AI-powered tax engine handles complex tax situations and delivers accurate outcomes in record time through API-first infrastructure and seamless data integrations.
Team members in the NYC metropolitan area are expected to work from the office at least three days per week.
