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Customer Success Manager

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

We are looking for a Customer Success Manager to play a crucial role in conveying our vision and capabilities to Tax.com customers, offering tailored solutions that meet their unique needs. Responsibilities include nurturing and expanding customer relationships, driving product adoption and usage, identifying expansion opportunities, and ensuring customers are achieving their goals with our software.

Core Responsibilities:

  • Deliver a world class customer experience 

  • Build and maintain deep, trusting relationships with customers by understanding their unique business goals and challenges.

  • Identify upsell and cross-sell opportunities that align with customer's long term business strategies.

  • Lead individual product enablement sessions and create scalable content to enhance customer product knowledge, usage, and efficiency.

  • Design and execute strategic customer success plans, detailing objectives, potential roadblocks, success indicators, and timelines.

  • Document and standardize best practices, creating resources like playbooks, how-to guides, and FAQs from customer interactions.

  • Collect and communicate customer insights to internal teams, amplifying the customer voice and identifying recurring trends that will help influence product development.

  • Work closely with Sales, Support, and Implementation counterparts, ensuring a smooth transition from the sales process to ongoing customer success.

  • Proactively identify signs of potential churn or renewal risks, using problem-solving skills and collaborating with internal teams to develop and implement resolution strategies.

  • Identify and intercept customer pain points.

  • Encourage customer advocacy by facilitating customer testimonials and case studies.

You Have:

  • Proven work experience as a Customer Success Manager or Account Manager, managing a dedicated book of business comprising of large, complex, global enterprises.

  • Exceptional ability to communicate and develop strong business relationships with executive sponsors and licensed customers.

  • Creative problem-solving skills & deep curiosity. Proactively closing knowledge gaps by learning from and sharing with peers.

  • Humble, team-focused attitude with an eagerness to lift up others.

  • A desire to create an impact in a foundational role that will help shape the future of the organization.

  • Bachelor’s degree with 5+ years of experience (a mix will be considered if combined totals in one area significantly exceed another that may be slightly under 5 years)

Technical Skills:

To perform this job successfully, an individual should be proficient in using the following applications or systems:

  • Microsoft Office Suite for performing Intermediate/Advanced data analysis, creating top-tier customer and executive presentations

  • Salesforce experience for documenting customer relationships and the ability to create and run reports and dashboards.

  • Salesloft, Outreach, or other Sales engagement platform experience

  • Customer Success Platform experience a plus

Work Environment:

  • Standard indoor working environment.

  • Occasional long periods of sitting while working at computer

  • Position requires regular interaction with employees at all levels in person and via e-mail, phone, and video conference.

  • Position requires regular interaction with customers and external vendors in person and via e-mail, phone, and video conference.

  • Created and sending recorded videos to customers.

  • Independent travel requirement: Up to 10-20%.

Compensation:

  • For certain California based roles, the base salary hiring range for this position is $120,000 - $165,000

  • For other California based locations, the base salary hiring range for this position is $110,000 - $151,250

  • For Colorado based roles, the base salary hiring range for this position is $106,000 - $144,430

  • For New York based roles, the base salary hiring range for this position is $120,000 - $165,000

  • For Washington based roles, the base salary hiring range for this position is $110,000 - $151,250

  • The Company makes offers based on many factors, including qualifications and experience.

Equal Opportunity Employer: disability/veteran

Average salary estimate

$137500 / YEARLY (est.)
min
max
$110000K
$165000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Success Manager, Ryan

At Ryan, we’re on the lookout for a passionate and dedicated Customer Success Manager to join our growing team in Dallas! This invaluable role is all about delivering exceptional customer experiences and ensuring our Tax.com clients harness the full potential of our software. You’ll nurture relationships with clients, helping them achieve their business goals while growing product usage through personalized solutions tailored to their unique needs. Imagine leading training sessions that empower customers and crafting resources that can enhance their success! You'll work closely with Sales and Support teams to ensure seamless transitions and proactively address any potential issues that could lead to churn. Plus, you’ll gather insightful customer feedback to inform our future development. With the added perks of hybrid work options and generous personal time off, Ryan creates a nurturing environment where innovation thrives. If you have a knack for building trust and have experience managing complex accounts, we want to hear from you! Join us in shaping our vision and making an impact in this foundational role. Ready to take the leap into an exciting opportunity as a Customer Success Manager with Ryan?

Frequently Asked Questions (FAQs) for Customer Success Manager Role at Ryan
What are the responsibilities of the Customer Success Manager at Ryan?

As a Customer Success Manager at Ryan, your primary responsibilities include delivering top-notch customer experiences, establishing meaningful relationships with clients, and driving product adoption. You will strategize with customers to create customized success plans and identify upsell opportunities that align with their business objectives. Your role also involves documenting best practices, sharing customer insights with internal teams, and mitigating churn risks.

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What qualifications are needed for the Customer Success Manager position at Ryan?

To excel as a Customer Success Manager at Ryan, you’ll need a Bachelor's degree along with over 5 years of experience in a similar role, particularly managing complex global accounts. We're looking for someone with strong communication skills, a problem-solving mindset, and the ability to cultivate relationships with executive sponsors. Proficiency in tools like Salesforce and familiarity with Customer Success Platforms will enhance your candidacy.

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What is the work environment like for the Customer Success Manager at Ryan?

The work environment for a Customer Success Manager at Ryan is primarily standard indoor, conducive to focused work with occasional long periods of sitting when engaging with clients on the computer. You’ll collaborate closely with colleagues from different departments, utilizing various communication methods including email, phone, and video conferencing. Travel may be required for client meetings, up to 10-20% of the time.

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How does Ryan support its Customer Success Managers' growth and well-being?

Ryan emphasizes employee well-being and support through its robust benefits package, offering generous PTO, hybrid work options, and competitive salary ranges depending on the location. Additionally, Customer Success Managers can take advantage of professional development opportunities, tuition reimbursement, and a four-week paid sabbatical after five years, allowing for a balanced professional and personal life.

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What tools and platforms will a Customer Success Manager at Ryan need to use?

As a Customer Success Manager at Ryan, you will be expected to utilize tools such as the Microsoft Office Suite for creating presentations and conducting data analysis. Proficiency in Salesforce is essential for documenting customer interactions, while experience with sales engagement platforms and Customer Success platforms will be beneficial for tracking and fortifying customer relationships.

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Common Interview Questions for Customer Success Manager
Can you describe your experience managing customer relationships?

Discuss specific examples where you successfully fostered strong relationships with clients. Highlight how you understood their business needs and implemented strategies that elevated their overall experience.

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How do you handle customer complaints and churn risk?

Share your approach to addressing customer complaints proactively. Illustrate how you assess churn risks and the collaborative steps you take with internal teams to create effective resolutions.

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What strategies do you use to promote product adoption?

Explain how you create training sessions and resources tailored to enhance customer understanding and usage of the product. Include examples of past initiatives that led to increased engagement.

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How do you prioritize customer needs and requests?

Describe your strategy for evaluating and prioritizing customer needs based on business impact and urgency. Illustrate with examples how you effectively communicate these priorizations to relevant stakeholders.

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Can you provide an example of how you identified and seized an upsell opportunity?

Provide a detailed example of a situation where you recognized an upsell opportunity through customer conversations. Highlight how you presented the benefits effectively and closed the deal.

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What role does feedback play in your customer success strategy?

Discuss how you actively gather and utilize customer feedback to improve the customer experience. Give examples of changes that were implemented as a direct result of feedback received.

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How do you work with cross-functional teams to ensure a seamless customer experience?

Share your experience in collaborating with sales, support, and implementation teams. Highlight specific instances where teamwork helped resolve issues quickly and enhanced customer satisfaction.

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What tools have you used for customer relationship management?

List the CRM tools you've worked with, emphasizing your proficiency in Salesforce. Share how these tools helped you track customer interactions and analyze data effectively.

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What metrics do you consider when assessing customer success?

Explain the key performance indicators (KPIs) you focus on to gauge customer success. Discuss how tracking these metrics influences your strategies for improvement.

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Why do you want to work as a Customer Success Manager at Ryan?

Articulate why you’re attracted to this specific role at Ryan, referencing the company's values, commitment to customer experience, and the growth opportunities it presents for you as a professional.

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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
April 17, 2025

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