Customer Success Manager jobs at PrismHR - 1227 jobs

The Enterprise Sales Manager focuses on Tax Compliance products and plays a crucial role in ensuring the success and satisfaction of customers as well as increasing the footprint of the company Tax offerings. This role is responsible for managing and converting a defined TAM of roughly $6m ARR, building strong, long-term relationships with our clients, helping them to maximize the value of our Tax solutions, and ensuring they achieve their desired outcomes. The Enterprise Sales Manager acts as a trusted advisor, guiding customers and prospects through sales process. Additionally, this role works closely with our tenured Customer Success Team as well as our New Logo teams for both our PEO and HCM product lines. Essential Duties and Resposibilities Converting existing clients from competitive products - TAM $6m ARR as well as assisting with new client sales where Tax Compliance is needed. Build strong relationships with customer base Product Expertise: Develop a deep understanding of our TAX products and services to effectively address customer/prospect inquiries and provide strategic recommendations. Create and execute plans tailored to the unique needs and goals of each customer, ensuring they achieve their desired outcomes. Assist with educating existing Customer Success Team on general Tax Compliance knowledge. Work with our marketing team to develop a go to market campaign for Tax products. Feedback and Advocacy: Escalate valuable feedback to internal teams to drive product improvements and enhancements. Performance Metrics: Track and report on key performance indicators (KPIs) related to sales, such as quota performance, win/loss rates, and adoption. Work closely with cross-functional teams, including customer success, product management, and support, to ensure a seamless customer experience. Occasional domestic travel will be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions. This may include air travel, ground transportation (including cars, taxis, or rideshare services), and in some cases potential public transportation Marginal Functions Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients. Attend webinars and training to stay up to date on best practices related to the company and department. Complete projects and other duties as assigned by supervisor. Knowledge, Skills, and Abilities Tax compliance fundamentals (payroll tax, filings, remittance). Deep understanding of Tax products and integrations. Enterprise-level sales cycles, opportunity management, and CRM best practices. Campaign strategies, segmentation, and interpreting KPIs like quota attainment and adoption. Diagnose client needs, build ROI cases and convert competitive accounts. Establish trust with executives and operational teams for long-term partnerships. Create tailored success plans aligned to client goals and timelines. Deliver persuasive presentations and proposals; simplify complex tax concepts. Track pipeline health, report on KPIs, and recommend improvements. Motivate internal teams and customers without direct authority. Excellent verbal and written communication skills to effectively convey value propositions and communicate with leaders and team members. Attention to detail. Efficiently managing time to balance multiple clients and tasks, while staying organized in a dynamic work environment. Ability to build rapport and trust with clients and team members. Required Education & Experience Bachelor's degree in business or equivalent combination of experience, skills, education (including other relevant non-traditional degree programs, certifications, or job training programs). At least 5 years' experience in Tax Compliance, preferably with a focus in the PEO/ASO/HCM arena. Previous experience and proficiency in HCM software preferred. Ability to travel as needed. Competency in Microsoft applications including word, excel and outlook Required Licenses and/or Certifications This role requires a valid, non-restrictive driver's license as it involves occasional travel to client sites and company locations. Physical, Mental, & Communication Demands Physical Demands: Sedentary Work: Occasionally involves sitting for extended periods, often at a desk or computer. Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard, mouse, and other office equipment. Mobility: Frequent travel to meet with clients, attend conferences, and conduct other business needs. Occasionally walking or traversing throughout the office to meet with leaders and other employees or offsite locations to meet with clients. Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials. Lifting & Carrying: Minimal physical lifting required, but may involve handling documents, and lifting light office supplies. Mental Demands: Strategic Thinking: High concentration to develop and execute sales strategies. Decision- Making: Quick, informed choices based on data and market conditions. Attention to Detail: Accuracy in proposals, reports, and compliance documentation. Problem-Solving: Ability to troubleshoot issues related to client prospects and team escalations. Multitasking: Manage multiple tasks and projects simultaneously, often under tight deadlines. Stress Management: Handle stressful situations calmly and effectively, especially when dealing with client concerns. Communication Demands Interpersonal Skills: Strong ability to build relationships and communicate effectively with employees, managers, clients and external vendors. Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity. Written Communication: Prepare clear and concise documentation, including proposals, emails and notes. Verbal Communication: Provide clear instructions and support to clients, employees and managers. Presentation Skills: Deliver presentations, lead meetings, and provide instructions. Present information effectively in training sessions with clients and other employees. Environmental Conditions Primarily there will be an indoor, office environment. May occasionally have moderate noise level from copiers, W2 or check printers, and coworkers. Will work in various additional environments, including client offices, industry conferences, customer events, and training sessions. This means adapting to different settings and conditions regularly. This role may involve extended periods of sitting during travel and meetings, as well as standing and walking during client visits and events. Disclaimer This in no way states or implies that these are the only duties to be performed by the employee filling this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this . Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship. Benefits This position is eligible for the following benefits: Health Insurance: Medical, dental, and vision coverage Retirement Plan: 401(k) with company match Paid Time Off: PTO, Holidays, Parental leave and Sick Leave provided as required by applicable state law Other Benefits: Life insurance, short term disability, long term disability, employee assistance program (EAP), flexible spending account (FSA), health savings account (HSA), Identity theft protection, critical illness, accident, cancer, hospital protection, legal and pet insurance. Additional Compensation: [e.g., signing bonus, commission structure] if applicable. PrismHR is a fast-paced SaaS company which provides customers with a cloud-based payroll process software application. PrismHR also provides professional services including system implementation consulting, custom configurations, and training. Lastly, via the Company's Marketplace platform customers and end users access other human resources and employee benefits applications from PrismHR's Marketplace Partners. Diversity, Equity and Inclusion Program/Affirmative Action Plan: We have transformed our company into an inclusive environment where individuals are valued for their talents and empowered to reach their fullest potential. At PrismHR, we strive to continually lead with our values and beliefs that enable our employees to develop their potential, bring their full self to work, and engage in a world of inclusion. Ensuring an inclusive environment for our employees is an integral part of the PrismHR culture. We aren't just checking a box, we are truly committed to creating a workplace that celebrates the diversity of our employees and fosters a sense of belonging for everyone. This is essential to our success. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about our roles but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for these open roles or other open roles. We particularly encourage applicants from traditionally under-represented groups as we seek to increase the diversity of our workforce and provide fair opportunities for all. As a proud Equal Opportunity and Affirmative Action Employer, PrismHR encourages talent from all backgrounds to join our team. Employment decisions are based on an individual's qualifications as they relate to the job under consideration. The Company's policy prohibits unlawful discrimination based on sex (which includes pregnancy, childbirth, breastfeeding, or related medical conditions, the actual sex of the individual, or the gender identity or gender expression), race, color, religion, including religious dress practices and religious grooming practices, sexual orientation, national origin, ancestry, citizenship, marital status, familial status, age, physical disability, mental disability, medical condition, genetic information, protected veteran or military status, or any other consideration made unlawful by federal, state or local laws, ordinances, or regulations. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. Privacy Policy: For information about how we collect and use your personal information, please see our privacy statement available at ********************************************* PrismHR provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need a reasonable accommodation due to a disability, you may use the following alternative email address to contact us about your interest in employment at PrismHR: ********************. Please indicate in the subject line of your email that you are requesting accommodation. Only candidates being considered for a position who require an accommodation will receive a follow-up response. #LI-ML1