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TaxCloud

Customer Success Team Lead (remote - US)

united states / Posted
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Customer Success Team Lead 


We’re looking for a Customer Success Team Lead to help scale our Customer Success function while directly impacting customer outcomes.


This is a hands-on role where you’ll own a portfolio of high-value customers while coaching a small team of Customer Success Managers (2 today). You’ll partner closely with the VP of Customer Experience to refine our customer journey, improve team performance, and build the foundation for a scalable CS organization.


This role is ideal for someone who enjoys leading through influence, building in ambiguity, and wants a clear path into people management as the team grows.


What You’ll Do


  • Coach and support CSMs on account strategy, risk management, and growth opportunities (no direct reports)
  • Own a portfolio of high-value customers, including renewals, expansion, and executive relationships
  • Lead business reviews and drive measurable customer outcomes
  • Help define and evolve our high-touch customer journey for larger accounts
  • Partner cross-functionally with Sales, Product, Onboarding, and Support
  • Build and improve playbooks, processes, and frameworks as we scale
  • Contribute to forecasting and insights around retention and growth


What We’re Looking For
  • Experience in Customer Success with exposure to complex or high-value accounts
  • Experience mentoring or coaching peers (formally or informally)
  • Demonstrated proficiency and curiosity with AI
  • Strong customer-facing and executive communication skills
  • Data-driven mindset with the ability to translate insights into action
  • Ability to operate in a fast-moving, evolving environment
  • Bias toward ownership, problem-solving, and continuous improvement


What Success Looks Like
  • Strong retention and expansion within your customer portfolio
  • Improved performance and confidence across the CSM team
  • Clear, scalable processes that support growth
  • High customer engagement, satisfaction, and outcomes