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Senior Customer Success Manager (Tax)

The Senior Customer Success Manager (Sr CSM) for Corporate Segment- Global Accounts will be responsible for Tax & Trade Global Key Enterprise customers within our business. The Sr CSM leads renewal and upsell sales motions for top existing accounts, driving retention during the renewal window and handles more complex deals. This role is assigned a book of business specific to Enterprise customers and will be responsible for the development of customers knowledge on their suite of offerings. The Sr CSM will manage these customers to drive performance towards Thomson Reuters' strategic objectives and retention goals. This will require the management of multiple projects and strong business acumen to remove obstacles interfering with growth and retention of customers.Location: can be remote based, must be based in the US.About the Role:In this opportunity as a Sr. Customer Success Manager, you will:• Understand “what success looks like” for our customers and partner with them to define their business outcomes. Deliver educational activities across the customer lifecycle including onboarding, adoption, and long-term commitment and track against targets over time• Drive best practices that are developed with your customer-base that can be shared with other members of the team. Includes but not limited to, developing commercial growth strategies, defining how best to collaborate with internal partners such as Sales and Professional Services, and identifying long-term Customer Success Plans that are best in class for others to learn from• Tracking customer health – Identify, track, and escalate components of our customer health; raise critical customer concerns internally and mobilize resources to resolve issues. Monitor usage data, health gauges and growth opportunities to build useful insights and strategically adjust when needed• Growing value – Assess the maturity of deployed offerings and functionality to make recommendations for improvement. Work closely with the commercial team to activate those opportunities• Ensure customers derive maximum value from their investment and collaborate with other Thomson Reuters partner teams that result in retention, growth, and education, tailored to their workflow• Leverage technology tools (e.g., Gainsight and Salesforce) to keep all client information updated, manage team pipeline, and forecast financial projections accurately• Lead business plan presentations of your book of business which account for planning, preparation, and execution of how to maximize efficiency, retention, and growth within your customer baseKey Deliverables• Develop relationships and optimize Enterprise customer accounts• Delivery of target financial and customer experience objectives for the Corporates segment (e.g., client renewal rate and value growth through increased customer adoption)• Forecast monthly renewal and growth targets• Reporting on market and competitor activities• Represent the Customer Success team through presentations across internal meetings with other company functions necessary to perform duties and aid business development• Ensure key metrics are tracked such as active users, user logon, usage metrics and overall retention rates• Liaise between the customer and Thomson Reuters teams such as, customer support, professional services, technology, and product management teams, as neededAbout You:You're a fit for the role of Customer Success Executive if you have:• 4-year college degree or equivalent experience• 8+ years of professional experience, with a minimum of 5 years’ experience in customer success• Experience in Gainsight and Salesforce• Functional/technical skills in SaaS implementations and Enterprise Resource Planning (ERP) applications, a plus• Experience working in and around cloud software solutions and cloud delivery models• Strong business acumen and communication skills; can manage a customer journey, conflict resolution and problem-solve#LI-TK1What's in it For You?You will join our inclusive culture of world-class talent, where we are committed to your personal and professional growth through:• Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance: flexible vacation, two company-wide Mental Health Days Off; work from another location for up to a total of 8 weeks in a year, 4 of those weeks can be out of the country and the remaining in the country, Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.• Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.• Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.• Social Impact: Ten employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.• Purpose Driven Work: We have a superpower that we’ve never talked about with as much pride as we should – we are one of the only companies on the planet that helps its customers pursue justice, truth and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan.Thomson Reuters complies with local laws that require upfront disclosure of the expected pay range for a position. The target total cash compensation range varies across locations. Eligible office location(s) for this role include one or more of the following: New York City, San Francisco, Los Angeles, and/or Irvine, CA; McLean, VA; Washington, DC. The target total cash compensation range for the role in any of those locations is $156,000 - $289,600. Eagan, MN; Ann Arbor, MI; Richmond, VA; Rochester, NY. The target total cash compensation range for the role in any of those locations is $141,800 - $263,300. Chicago, IL; Frisco, TX; Houston, TX; fully remote location. For these locations and any eligible US locations not otherwise noted, including for fully remote location if applicable, the target total cash compensation range for this role is $141,800 - $263,300. This is inclusive of both base pay and any target sales incentive. Pay is positioned within the range based on several factors including an individual’s knowledge, skills and experience with consideration given to internal equity. Base pay and any target sales incentive are part of a comprehensive Total Reward program which also includes flexible and supportive benefits and other wellbeing programs.This job posting will close 01/14/2025.Do you want to be part of a team helping re-invent the way knowledge professionals work? How about a team that works every day to create a more transparent, just and inclusive future? At Thomson Reuters, we’ve been doing just that for almost 160 years. Our industry-leading products and services include highly specialized information-enabled software and tools for legal, tax, accounting and compliance professionals combined with the world’s most global news services – Reuters. We help these professionals do their jobs better, creating more time for them to focus on the things that matter most: advising, advocating, negotiating, governing and informing.We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments that celebrate diversity and inclusion. At a time when objectivity, accuracy, fairness and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.AccessibilityAs a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.Protect yourself from fraudulent job postings click here to know more.More information about Thomson Reuters can be found on https://thomsonreuters.com.
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What You Should Know About Senior Customer Success Manager (Tax), Thomson Reuters

At Thomson Reuters, we're excited to welcome a Senior Customer Success Manager (Tax) to our team in New York, NY, or remotely from anywhere in the US! In this dynamic role, you'll steer the success of our Global Key Enterprise customers within the Corporate Segment. Your mission? To drive both renewal and upsell opportunities while ensuring our clients are thriving with our suite of offerings. You'll work closely with top existing accounts, bringing your project management skills to the forefront as you navigate complex deals and work towards robust retention goals. You’ll liaise with various departments and streamline efforts to maximize customer satisfaction. You'll also develop smart strategies to enhance customer experiences through educational activities, collaborative internal strategies, and close monitoring of usage data along with customer health metrics. If you thrive in a fast-paced environment and have a knack for problem-solving, this role could be your perfect fit. You'll join a team that values your contributions and supports your professional growth with outstanding benefits and wellness initiatives. Join us and make an impact - together, we are redefining the way knowledge professionals work, creating a more transparent and inclusive future!

Frequently Asked Questions (FAQs) for Senior Customer Success Manager (Tax) Role at Thomson Reuters
What are the key responsibilities of a Senior Customer Success Manager (Tax) at Thomson Reuters?

As a Senior Customer Success Manager (Tax) at Thomson Reuters, your key responsibilities will include driving retention and growth for Global Key Enterprise customers, managing complex renewal deals, delivering educational activities throughout the customer lifecycle, and tracking customer health metrics to ensure that clients maximally benefit from their investments. You'll also need to collaborate with internal teams and develop commercial growth strategies tailored to customer success.

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What qualifications are needed for a Senior Customer Success Manager (Tax) at Thomson Reuters?

To qualify for the Senior Customer Success Manager (Tax) position at Thomson Reuters, candidates should possess a 4-year college degree or equivalent experience, along with a minimum of 8 years of professional experience, including at least 5 years specifically in customer success. Experience with tools like Gainsight and Salesforce, and a grasp of SaaS implementations or ERP applications, will also be beneficial.

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What is the work environment like for a Senior Customer Success Manager (Tax) at Thomson Reuters?

The work environment for a Senior Customer Success Manager (Tax) at Thomson Reuters is flexible, with opportunities for remote work available across the US. The company emphasizes an inclusive culture that fosters professional growth, offering programs for well-being and employee development. You'll work with diverse teams across multiple locations, contributing to a collaborative and innovative atmosphere.

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What are the opportunities for growth in the Senior Customer Success Manager (Tax) role at Thomson Reuters?

In the Senior Customer Success Manager (Tax) role at Thomson Reuters, the opportunities for growth are extensive. You'll participate in ongoing training and development programs, access learning platforms like LinkedIn Learning, and network across various departments. This role not only allows you to enhance your skills but also encourages you to take on new challenges that can lead to leadership positions within the company.

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What benefits are offered for the Senior Customer Success Manager (Tax) position at Thomson Reuters?

Thomson Reuters offers a comprehensive benefits package for the Senior Customer Success Manager (Tax) role, which includes flexible work arrangements, health and dental insurance, a competitive 401k plan, tuition reimbursement, and generous vacation policies. Additionally, employees benefit from mental health resources, social impact initiatives, and a strong focus on employee well-being.

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Common Interview Questions for Senior Customer Success Manager (Tax)
How do you define success for your customers as a Senior Customer Success Manager?

In your response, highlight the importance of understanding each customer's unique goals and defining success collaboratively. Discuss strategies you've used to track milestones, measure progress, and adjust plans based on customer feedback and performance metrics.

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Can you walk us through your experience with Gainsight and Salesforce?

Explain your familiarity with these tools, focusing on how you've utilized them to track customer engagement, analyze health metrics, and forecast retention rates. Share examples of specific projects where these platforms played a crucial role in driving customer success.

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How do you handle conflict resolution with difficult customers?

Discuss your strategies for conflict resolution, emphasizing the importance of active listening, empathy, and finding common ground. Share an example where you successfully turned a challenging situation into a positive outcome, highlighting your problem-solving skills.

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Describe a time when you had to implement a new customer success strategy.

Share a concrete example detailing the challenges faced, the steps taken to implement a new strategy, and the outcomes achieved. Emphasize your analytical skills and ability to collaborate with cross-functional teams in driving results.

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How do you prioritize tasks and projects when managing multiple accounts?

Outline your approach for prioritizing tasks, including the use of tools for organization and time management. Mention specific techniques, like categorizing tasks based on urgency and impact, to demonstrate your ability to efficiently manage your workload.

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What metrics do you consider essential for tracking customer health?

Discuss metrics like product usage, renewal rates, customer satisfaction scores, and engagement levels. Sharing how you interpret these metrics to drive strategies for improvement will also illustrate your depth of knowledge in customer success.

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How do you ensure your customers are deriving maximum value from their investments?

Explain your proactive approach, including regular check-ins, feedback sessions, and educational initiatives tailored to customer needs. Emphasize the importance of strong relationships and continuous communication in maximizing customer value.

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What role does communication play in Customer Success Management?

Communication is key to fostering relationships and building trust with customers. Discuss how you keep clients informed about their account status, company updates, and how you use feedback to enhance their experience. Highlight your skills in both verbal and written communication.

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How do you collaborate with sales and product teams to benefit your customers?

Highlight your experience in cross-department collaboration, detailing how you effectively communicate customer needs and feedback to sales and product teams. Share examples of collaborative projects that resulted in improved customer success outcomes.

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What does your research process look like when preparing for a customer meeting?

Share your approach to preparing for customer meetings, emphasizing the importance of understanding the client's history, current challenges, and industry trends. Mention any tools or resources you utilize to gather relevant information to ensure effective communication during meetings.

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Thomson Reuters (NYSE / TSX: TRI) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compl...

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DATE POSTED
December 15, 2024

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