Director, Customer Success & Solution Specialists
**Company **
Established in 2018 by a team of CPAs, tax attorneys, and software developers, TaxBit is revolutionizing compliant adoption of digital assets on a global scale. TaxBit's Software-as-a-Service (SaaS) platform simplifies and automates tax reporting and accounting processes for digital assets.
Given the trust of prominent industry players such as leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government entities, TaxBit addresses compliance obstacles efficiently within a dynamic regulatory environment. TaxBit has the support of top Silicon Valley VCs and operates teams in various U.S. locations.
Role Overview
In the position of Director for Customer Success and Solution Specialists at TaxBit, you will oversee and expand teams that function as primary points of contact for the organization's portfolio of enterprise clients. Your core responsibilities will center around ensuring key customer outcomes including retention, satisfaction, revenue growth, adoption, and overall relationship management.
Your role will involve supporting your teams in enhancing value realization, exploring new use cases for extension, and educating customers on industry best practices. You will lead pre-sales technical product experts focusing on tax and accounting matters and collaborate with go-to-market teams to communicate TaxBit's competitive advantages to clients.
Your collaboration with internal stakeholders like Subject Matter Experts, Implementation teams, and Sales teams will be crucial in ensuring a seamless end-to-end customer experience. As a strong advocate for your teams and customers, you will manage product feature requests and facilitate feedback loops with the Product and Engineering teams. Your teams will be responsible for maintaining competitive intelligence on TaxBit products, fostering market insights, and sharing best practices and product knowledge with the sales team.
Key Duties
- Develop expertise as a technical thought leader to guide the strategy and action plan for TaxBit's Customer Experience segment in coordination with cross-functional partners.
- Become a product authority on our Enterprise offerings, contributing to competitive intelligence and creating training resources for diverse teams.
- Sustain existing client revenue through collaboration with Account Executives to augment account revenue.
- Secure and nurture strong client relationships across TaxBit's major accounts.
- Drive favorable customer business outcomes like CSAT/NPS scores, renewals, cross-sell, and up-sell opportunities.
- Establish effective governance structures for your teams, promoting activities such as Steering Committees, Business Reviews, and executive connections.
- Set goals and metrics for your team to foster business growth through cross-selling and upselling initiatives.
- Serve as the executive advocate for customer success.
- Establish and manage feedback mechanisms for your team to engage with the Product and Engineering units at TaxBit.
- Develop processes for your teams to evaluate performance and ensure that Customer Success and Solution Specialist teams can address business requirements effectively.
- Collaborate closely with other members of the Senior Leadership Team to deliver a seamless customer journey; this will involve partnering with Sales to facilitate knowledge transfer and post-sale relations, and coordinating with other post-sales teams to ensure flawless service delivery.
- Support teams in managing escalations or customer issues effectively, both pre- and post-sales.
Requirements
- Over 5 years of team management experience in account management, customer success, solutions architecture, or sales engineering.
- Proficiency in working with Enterprise SaaS platforms.
- Previous exposure to Technical Sales within a SaaS enterprise.
- Background and expertise in financial services, crypto, and/or tax and accounting realms is preferred.
Featured in the News
Forbes America's Best Startup Employers
Deloitte Top 10 Fast 500 Award
Forbes FinTech 50
Product Announcements
TaxBit Announces AI-Enabled Rules Engine for Crypto Accounting
TaxBit Launches DAC7 Compliance Solution for Digital Marketplaces
TaxBit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets
TaxBit Launches Innovative CESOP Reporting Solution for Digital Assets
Thought-Leadership Pieces
Fortune - Future of Finance
NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto
Future of Finance Roundtable Event (Video)
Coindesk - The Tax Implications of Sam Bankman-Fried’s Conviction
Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation
Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast)
Alliance/ Partner Announcements
IRS Taps TaxBit to Audit Bulk Crypto Transactions
EY to Collaborate With TaxBit on Digital Asset Tax Reporting
TaxBit and KPMG LLP Announce Alliance to Assist Digital Asset Companies Amid Market and Regulatory Uncertainty
Deloitte and TaxBit Form Alliance to Meet Exponential Market Demand for Digital Asset
Listing Business Development Manager (Crypto, Japanese Speaking)
Bitcastle is a cryptocurrency exchange platform which aims to create a new age of exchange where everyone can use it safely and have fun. As we expand and take a more active approach to global expansion, bitcastle is looking to hire a Full-Time Listing Business Development to drive growth by leading end-to-end sales initiatives and strategic collaborations in the blockchain and crypto sector, while coordinating cross-functional teams and staying ahead of market trends through continuous research and industry engagement.
About the Role:
- Identify new business opportunities, expand and execute strategic partnerships
- Look for new listing sales opportunities in Blockchain and crypto space
- Manage the listing sales pipeline, from researching, sourcing, contacting, negotiating, converting and following up with clients
- Liase and coordinate with marketing, product, customer support and operations teams to ensure smooth delivery of products
- Assess and monitor key indicators of cryptocurrency projects and evaluating the effectiveness of partnership and campaign initiatives
- Monitor market trends and conducting R&D in the cryptocurrency market
- Participate in overseas exhibitions and events as required and network with potential business partners
Requirements:
Business level Japanese proficiency
Minimum 1 year of BD/sales experience in crypto/blockchain space
Familiar with cryptocurrency or blockchain technology
Experience in managing a team
Experience in crypto coins listing or general business development experience in the crypto industry
Capabilities of develop global customer relationships independently
Good relationship with team and cross functional communication skill
Ideal Candidate:
Have a good sense of cooperation and working with a team
Able to act independently and proactively
Experience in customer negotiation
Listing Business Development
Bitcastle is a cryptocurrency exchange platform which aims to create a new age of exchange where everyone can use it safely and have fun. As we expand and take a more active approach to global expansion, bitcastle is looking to hire a Full-Time Listing Business Development to drive growth by leading end-to-end sales initiatives and strategic collaborations in the blockchain and crypto sector, while coordinating cross-functional teams and staying ahead of market trends through continuous research and industry engagement.
About the Role:
- Identify new business opportunities, expand and execute strategic partnerships
- Look for new listing sales opportunities in Blockchain and crypto space
- Manage the listing sales pipeline, from researching, sourcing, contacting, negotiating, converting and following up with clients
- Liase and coordinate with marketing, product, customer support and operations teams to ensure smooth delivery of products
- Assess and monitor key indicators of cryptocurrency projects and evaluating the effectiveness of partnership and campaign initiatives
- Monitor market trends and conducting R&D in the cryptocurrency market
- Participate in overseas exhibitions and events as required and network with potential business partners
Requirements:
- Business level English
- Minimum 1 year of BD/sales experience in crypto/blockchain space
- Familiar with cryptocurrency or blockchain technology
- Capabilities of develop global customer relationships independently
- Good relationship with team and cross functional communication skill
- Fast learner, hard worker and team player
Ideal Candidate:
- Have a good sense of cooperation and working with a team
-Able to act independently and proactively
- Experience in customer negotiation
- Business level Japanese
Chief Technology Officer (Japanese Speaking)
Bitcastle is a cryptocurrency exchange platform which aims to create a new age of exchange where everyone can use it safely and have fun. As we expand and take a more active approach to global expansion, bitcastle is looking to hire a Full-Time Japanese speaking Chief Technology Officer to lead our engineering team.As frequent communication with Japan and Vietnam entities is required, this role will require Japanese language proficiency and will be fully remote at the moment.
– Formulate strategy and establish the technical vision for the business
– Preparation of specifications and design documents for product development
– Project management of the development process, including quality control
– Define and refine engineering workflows, tech architecture and infrastructure
– Build, develop, lead a world class engineering team
Requirements:
– Experience as a CTO or in a similar technology leadership role in cryptocurrency exchanges or brokerage firms.
– Strong leadership capabilities – with proven success of building, developing and leading an engineering team
– Experience in development using Python, PHP and NodeJS
– Project management experience
– Business level English
– Business level Japanese language skills (JLPT N2 and above) to communicate with Japan and Vietnam entity without need for translator
Ideal Candidate:
– Has project management experience
– Has experience as CTO or similar role in a startup
– Knowledge and interest in cryptocurrency
Project Frameworks and Languages:
– Backend: nestJS(Node JS), Laravel (PHP),Python
– Database: Redis, My SQL
– Frontend: Vue JS
– Mobile: React Native, Android Native, Swift
– DevOps: Git, CI/CD, Docker, Jenkins, GitLabCD
– Cloud: AWS
Korean Growth Lead
KOL Business Development
Bitcastle is a cryptocurrency exchange platform which aims to create a new age of exchange where everyone can use it safely and have fun. As we expand and take a more active approach to global expansion, bitcastle is looking to hire a Full-Time KOL Business Development to join our team.
About the Role
We are seeking a dynamic and results-driven KOL Business Development to drive user growth and enhance brand visibility for our exchange. In this role, you will be responsible for identifying, engaging, and nurturing relationships with local KOLs, influencers, communities, projects, and strategic partners to promote our platform.
- Identify and build relationships with local KOLs/influencers/, communities, projects, and other potential partners to promote the exchange in order to achieve user growth.
- As a representative of the exchange, to build and maintain a good relationship with KOLs and marketing channels to achieve long-term partnership
- Be responsible for the execution and performance of KOL marketing strategy, track and analyze results, and make adjustments to ensure optimal performance and maximum ROI.
- Stay updated with local industry developments trends, conduct market research and create strategies when required
- Attend events as a representative of the exchange when required, expand network and bring in more leads for the exchange
Requirements:
- Experience as KOL BD in similar companies/markets
- Understanding of cryptocurrency
- Fluent in English
Preferred Qualification:
- Japanese speaking proficiency