Senior Customer Success Manager
Role Overview
Drive adoption, retention, and expansion for valuable tax, accounting, and compliance customers.
Act as a strategic advisor to C-suite executives and senior stakeholders at tier-1 corporations.
Orchestrate engagements across finance, tax, accounting, treasury, and IT.
The role focuses on tax operations, regulatory compliance, e-invoicing mandates, VAT/GST, corporate tax, and financial reporting.
Travel is expected to be 25%.
Key Skills for This Role
Full Job Posting
Role overview
Drive adoption, retention, and expansion for valuable tax, accounting, and compliance customers.
Act as a strategic advisor to C-suite executives and senior stakeholders at tier-1 corporations.
Orchestrate engagements across finance, tax, accounting, treasury, and IT.
The role focuses on tax operations, regulatory compliance, e-invoicing mandates, VAT/GST, corporate tax, and financial reporting.
Travel is expected to be 25%.
Account strategy and business value
- Serve as primary strategic advisor and escalation point; build C-suite relationships and conduct quarterly Executive Business Reviews.
- Create customer success plans and identify lifecycle risks and opportunities.
- Demonstrate ROI through time savings, reduced audit risk, improved compliance accuracy, and process efficiency.
- Align solutions with e-invoicing mandates, tax transformation, regulatory compliance, and digital finance priorities.
- Develop business cases for renewals and expansion and translate product features into tax and finance outcomes.
Retention and expansion
- Own renewals and target 95%+ logo retention and 120%+ Net Revenue Retention.
- Manage renewal pipeline with 90+ days of lead time, mitigate churn, and negotiate contract terms with sales leadership.
- Identify expansion opportunities across tax, accounting, treasury, and IT; drive cross-sell and expansion roadmaps.
- Partner with Account Executives to close expansion deals and target 25%+ annual expansion revenue growth.
Adoption and enablement
- Drive adoption across licensed products and develop role-based plans for customer personas.
- Monitor usage analytics and health scores, identify adoption gaps, and run targeted enablement campaigns.
- Coordinate onboarding for tax software deployments and deliver executive briefings, department training, and power-user workshops.
- Create customized training materials and use cases, enable customer champions, and measure training effectiveness.
- Help customers achieve time-to-value within 90 days, including accurate tax calculations, e-invoicing compliance, and automated reporting.
Advocacy and product feedback
- Develop referenceable customer advocates, case studies, peer connections, advisory board participation, and industry-event engagement.
- Target NPS scores of 50+ through strong customer experience.
- Share customer feedback with Product and Engineering; identify product gaps, enhancement requests, and competitive threats.
- Participate in beta testing and advocate for customer needs in product roadmap discussions.
- Contribute to product strategy using customer and market intelligence about regulatory changes.
Required qualifications
- 10+ years in Customer Success, Account Management, Client Services, Tax/Accounting Advisory, or Client Partner roles.
- Excellent interpersonal skills for navigating internal and external stakeholder relationships.
- Proven track record managing complex, multi-stakeholder relationships across finance and IT organizations.
Preferred qualification
- Arabic proficiency.
Workplace
- Hybrid work model with 2–3 days per week in the office, depending on the role.
- Work-from-anywhere flexibility is available for up to 8 weeks per year.
About Thomson Reuters
Thomson Reuters provides trusted content, technology, and specialized software and insights to professionals across legal, tax, accounting, compliance, government, and media.
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