About this Associate Customer Success Manager role at april
About the role
april is looking for a motivated Associate Customer Success Manager to join our growing Customer Success team. In this role, you'll partner closely with a Senior Customer Success Manager, supporting some of our most strategic wealth management and enterprise clients while developing the skills needed to eventually manage your own book of business.
You'll gain hands-on experience participating in client meetings, driving day-to-day account management, coordinating cross-functional initiatives, and helping ensure successful partner outcomes. As you grow in the role, you'll progressively take ownership of client relationships, with the goal of independently managing enterprise accounts within your first year. Team members residing within the New York City metropolitan area are expected to work from our NYC office at least three days per week.
Key responsibilities
Partner closely with Customer Success Manager(s) to support april's strategic wealth management and enterprise clients
Participate in client meetings, implementation discussions, business reviews, and ongoing account management activities
Build trusted relationships with client stakeholders while learning how to navigate complex organizations
Own day-to-day client requests, follow-ups, and project coordination to ensure an exceptional partner experience
Collaborate cross-functionally with Product, Engineering, Tax Operations, and Implementation teams to execute client initiatives
Help identify opportunities to expand partner engagement and deliver additional value
Gradually assume ownership of client calls and account management responsibilities as you develop in the role
Experience
2–5 years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role
Experience supporting enterprise, financial services, fintech, SaaS, or wealth management clients is preferred but not required
Strong communication skills with the ability to build credibility and trust with both internal and external stakeholders
Comfortable managing multiple priorities in a fast-paced, high-growth environment
Highly organized with strong project management and follow-through skills
Curious, coachable, and eager to grow into managing strategic enterprise accounts
Analytical mindset with strong problem-solving abilities
Exposure to tax, financial services, or wealth management is a plus, but not required
About april
april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.
About april
april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.
