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The Role:
- Own the post-sale relationship from kickoff through renewal.
- Be the main point of contact for finance, tax, and engineering stakeholders.
What you’ll do:
- Lead customer onboarding by connecting Jira and GitHub.
- Run monthly updates and annual R&D study deadlines.
- Own renewals and find expansion opportunities.
What we’re looking for:
- 5+ years in customer success at B2B SaaS.
- Comfort with data and API integrations.
Why Neo.Tax:
- Join a small team and shape customer success.
- Direct access to leadership and product team.
Neo.Tax
Neo.Tax is an AI-driven platform that automates the R&D tax credit and software capitalization for modern software companies. You’ll join a small team early and shape how we do customer success, with direct access to leadership and the product team.