{"id":2664,"date":"2026-07-15T12:34:39","date_gmt":"2026-07-15T12:34:39","guid":{"rendered":"https:\/\/tradefinder.help\/?p=2664"},"modified":"2026-07-15T12:34:39","modified_gmt":"2026-07-15T12:34:39","slug":"bright-tax-client-success-lead","status":"publish","type":"post","link":"https:\/\/tradefinder.help\/?p=2664","title":{"rendered":"Bright! Tax: Client Success Lead"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/we-work-remotely.imgix.net\/logos\/0171\/5806\/logo.gif?ixlib=rails-4.0.0&amp;w=50&amp;h=50&amp;dpr=2&amp;fit=fill&amp;auto=compress\" \/><\/p>\n<p>\n  <strong>Headquarters:<\/strong> Remote<br \/>\n    <br \/><strong>URL:<\/strong> <a href=\"http:\/\/brighttax.com\/\" target=\"_blank\" rel=\"noopener\">http:\/\/brighttax.com<\/a>\n<\/p>\n<p>About the role<\/p>\n\n<p>This is a player-coach role. You will lead a small pod of four to five Client Success Managers \u2014 coaching them, developing them, and owning your pod\u2019s client retention and satisfaction \u2014 while carrying a focused personal portfolio of your own so you stay close to the work and lead by example. It is the bridge between frontline client care and the leadership of the function, reporting to the Director of Client Success.<\/p>\n<p>You are not stepping back from clients to manage from a distance. You are the person your team turns to first, the calm hand on the hardest situations, and a working example of what great looks like.<\/p>\n\n<p>What you\u2019ll do<\/p>\n<ul>\n<li>Lead a pod of 4\u20135 CSMs \u2014\u00a0regular 1:1s, coaching, development conversations, and day-to-day support that helps each person grow toward full independence.<\/li>\n<li>Own\u00a0 your pod&#8217;s performance \u2014\u00a0Client retention, CSAT, Revenue and each CSM&#8217;s progress. Report on it regularly, flagging what&#8217;s working and what needs attention before it becomes a problem<\/li>\n<li>Carry a focused personal portfolio \u2014\u00a0a reduced book of your own, managed to the same high standard you coach your team to.<\/li>\n<li>Be the first escalation point \u2014\u00a0resolve complex or sensitive client situations within the pod before they need to go further.<\/li>\n<li>Onboard and develop new CSMs \u2014\u00a0give new joiners a warm, structured start and a clear path to confidence.<\/li>\n<li>Partner with the Director \u2014\u00a0on capacity, process improvements, and the patterns you see across your pod.<\/li>\n<\/ul>\n<p>What success looks like<\/p>\n\n<p>Your clients renew because they feel genuinely known and well looked after. Your CSMs are growing, ramping on schedule, and reaching out to you \u2014 not the Director \u2014 when they need help. Problems surface early and get solved calmly. The people on your team would tell you it\u2019s the best-supported they\u2019ve felt at work.<\/p>\n\n<p>What we\u2019re looking for<\/p>\n\n<ul>\n<li>Four or more years in client success, account management, or client-facing delivery \u2014 ideally in a service, professional-services, or finance environment.<\/li>\n<li>Experience leading, coaching, or mentoring others \u2014 whether as a formal manager or a strong informal leader ready to step into the role.<\/li>\n<li>A track record of keeping clients and growing relationships, with a real sense of ownership over retention.<\/li>\n<li>Excellent written communication and genuine warmth \u2014 you make people feel looked after in every interaction.<\/li>\n<li>Comfort working with a CRM (we use HubSpot) and using data to stay ahead of client needs.<\/li>\n<li>Calm, organized, and dependable through busy seasonal peaks.<\/li>\n<li>Thrives in a remote, distributed team and works well across time zones and cultures.<\/li>\n<\/ul>\n<p>Nice to have<\/p>\n\n<ul>\n<li>Familiarity with US expat or cross-border tax \u2014 or a genuine willingness to learn it deeply.<\/li>\n<li>Experience in a remote-first, globally distributed company.<\/li>\n<li>A second language.<\/li>\n<\/ul>\n<p>What we offer<\/p>\n\n<ul>\n<li>Fully remote, flexible work \u2014\u00a0we care about the outcome and your wellbeing, not where or exactly when you work.<\/li>\n<li>Purpose and people \u2014\u00a0a warm, values-led team that takes the work seriously and each other kindly.<\/li>\n<li>Growth \u2014\u00a0real investment in your development, including our internal learning programs.<\/li>\n<\/ul>\n<p>How to apply<\/p>\n\n<p>If this sounds like you, we\u2019d love to hear from you. Tell us a little about your story and why this role fits it \u2014 a short note alongside your CV goes a long way with us.<\/p>\n<p><strong>To apply:<\/strong> <a href=\"https:\/\/weworkremotely.com\/remote-jobs\/bright-tax-client-success-lead\" target=\"_blank\" rel=\"noopener\">https:\/\/weworkremotely.com\/remote-jobs\/bright-tax-client-success-lead<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Headquarters: Remote URL: http:\/\/brighttax.com About the role This is a player-coach role. You will lead a small pod of four to five Client Success Managers \u2014 coaching them, developing them, and owning your pod\u2019s client retention and satisfaction \u2014 while carrying a focused personal portfolio of your own so you stay close to the work [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2664","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"featured_image_url":[],"post_author":"sonifashionhouse@gmail.com","assigned_categories":"Uncategorized","jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/tradefinder.help\/index.php?rest_route=\/wp\/v2\/posts\/2664","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradefinder.help\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tradefinder.help\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tradefinder.help\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradefinder.help\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2664"}],"version-history":[{"count":0,"href":"https:\/\/tradefinder.help\/index.php?rest_route=\/wp\/v2\/posts\/2664\/revisions"}],"wp:attachment":[{"href":"https:\/\/tradefinder.help\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2664"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tradefinder.help\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2664"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tradefinder.help\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2664"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}