Client Success Manager

About This Role

The Mission 2,000 Firms by 2029 Are you ready for the best career move of your life? DAP Brands is home to amazing software programs in the tax and accounting industry. Our flagship product is Tax Maverick. Since 2023, we have helped CPAs, accountants, tax firms, and bookkeeping firms scale their businesses. We do this by equipping them with elite tax planning tools and world class support. We are a team of 62 high performers and we are growing fast. We all share one massive mission. We want to elevate the tax industry by helping professionals operate as true advisors, not just preparers. Our target is clear. We will actively serve 2,000 firms by the end of 2029. We are also scaling our operations to 100 million dollars in annual revenue. We are not building a team to maintain. We are building a team to scale. Where You Will Work Client Success Department You will work in the Client Success Department. This team is the core of our customer experience for Tax Maverick. Our managers play a critical role in helping firms get results and grow their revenue. This is not a simple support role. It is a relationship driven and highly strategic role. You are the ultimate partner to our clients. You will directly influence client results, community culture, and company revenue. What You Will Do -Strategic Onboarding: Bring new firms on board quickly so they see value right away. -Software Mastery: Help firms implement Tax Maverick effectively. This helps them uncover massive tax savings for their clients. -Performance Meetings: Host calls, check ins, and success reviews to keep firm owners on track. -Accountability and Coaching: Provide accountability, coaching, and strategic direction to push clients past their biggest problems. -Lifecycle Management: Manage retention, renewals, and ascensions into our top tier programs. -Proactive Problem Solving: Identify risks, remove roadblocks, and drive outcomes. You fix problems before the client even notices them. -Travel and Recognition: This role may include travel. You will also have opportunities to be highlighted in national publications as a leader in our field! What You Bring to the Team -Great Communicator: You know how to talk to business owners, build trust, and lead a room. -Tech Smart: You learn new software very fast and can easily teach it to others. -Problem Solver: You do not wait for problems to happen. You find solutions and take action. -Goal Crusher: You love hitting targets and looking at data to see how you are doing. -Relevant Experience: You have experience working in customer success, account management, or sales. Tax Knowledge You do not need to be a tax expert! We will teach you everything you need to know about the industry. What Does Winning Look Like? In our culture, we measure success by data. You are winning if you consistently do these things well: -Keep Clients Happy: Keep cancelations low by finding at risk clients before they leave us. -Deliver Fast Value: Make sure new clients successfully use Tax Maverick and begin finding tax savings in their first 30 days. -Promote the Best: Find top-performing firms and graduate them into our highest elite groups. -Create Raving Fans: Collect amazing stories, testimonials, and wins from the firms you manage. Why Join Us? At DAP Brands, you will not just do work. You will do the most meaningful work of your career. You will be surrounded by high performers, challenged to grow, and supported with real coaching and ownership. If you want to contribute to a fast moving, mission driven company transforming the tax advisory world, you are in the right place. Available Role and Compensation -Role Type Full Time -Location Remote in the US or in person if you are in South Texas -Division Client Success for Tax Maverick -Pay 50,000 to 75,000 dollars base salary. You also get performance bonuses. The bonus potential for top performers will easily clear over 100,000 dollars total. Ready to Scale With Us? APPLY HERE https://forms.gle/VZ2GMeV6UMrTaDyn9

What You'll Do

What We're Looking For