Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Washington, District of Columbia, United States · Hybrid
Mid level$687M raised
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Skills: Property tax, Valuation techniques, Data analysis, Research, Assessment review
Why Ryan? Flexible Work Environment Award-Winning Culture World-Class Benefits and Compensation Accelerated Career Path Community Outreach Mentorship Opportunities Wellness-Centric Benefits The Tax Associate works with S…
Skills: Sales & Use Tax Returns, Tax Compliance, Data Manipulation, E-filing, Reconciliation
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Skills: Sales and use tax, Tax research, Data reconciliation, Financial calculations, Audit support
Why Ryan? Global Award-Winning Culture Flexible Work Environment Generous Paid Time Off World-Class Benefits and Compensation Rapid Growth Opportunities Company Sponsored Two-Way Transportation Exponential Career Growth …
Skills: HRIS Administration, Workday HCM, Data Analysis, Report Writing, System Integration
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Why Ryan? Global Award-Winning Culture Flexible Work Environment Generous Paid Time Off World-Class Benefits and Compensation Rapid Growth Opportunities Company Sponsored Two-Way Transportation Exponential Career Growth …
Skills: Tax accounting, Analytical skills, Problem-solving, Microsoft Word, Microsoft Access
Why Ryan? Flexible Work Environment Award-Winning Culture World-Class Benefits and Compensation Accelerated Career Path Community Outreach Mentorship Opportunities Wellness-Centric Benefits To perform the job successfull…
Skills: US Taxation, Sales and Use Tax Filing, Return Preparation, Data Manipulation, Tax Compliance
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Skills: Sales and use tax, Tax research, Data reconciliation, Financial calculations, Audit support
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Skills: Income Tax Compliance, Federal Tax Returns, State Tax Returns, Tax Analysis, Workpaper Preparation
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Skills: Sales and Use Tax Preparation, Tax Compliance, Microsoft Excel, Microsoft Word, Microsoft Access
Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimburs…
Skills: Sales and Use Tax Preparation, Tax Compliance, Microsoft Excel, Microsoft Access, Microsoft Word
The Executive Assistant – Level 2 (“Executive Assistant”) uses experience and professionalism to perform administrative duties for an individual, group, or department. This role may work for one or several department pro…
Skills: Administrative Support, Calendar Management, Travel Coordination, Expense Reporting, Microsoft Word
Why Ryan? Hybrid and Remote Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits Up to 20 Weeks of Parental Leave Top-up (Adoption Included Monthly Gym Membership OR Gym Equipment Reimbursement He…
Skills: Administrative Support, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft PowerPoint
The Property Tax Consultant (“Consultant”) works with a team to identify tax savings opportunities for clients and to gain an understanding of how the client computes each component of property tax. This includes researc…
Skills: Property tax consulting, Data reconciliation, Analytical skills, Problem-solving, Client service
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Hybrid work options, Paid time off, 14-weeks of 100% paid leave for new parents, Gym membership reimbursement, 401k with employer match, Tuition reimbursement
Posted 5d ago
~40 hrs/week
Remote in United States
Responsibilities
The Customer Success Manager owns the full customer lifecycle, including onboarding, product adoption, value realization, and retention. They are responsible for managing renewals, identifying expansion opportunities, and building strong relationships with key customer stakeholders.
Requirements
Candidates should have 5+ years of experience in customer-facing roles, preferably within a SaaS or enterprise environment. Strong skills in renewal management, commercial negotiation, and cross-functional collaboration are essential for this position.
Full job description
Why Ryan?
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
We are looking for a Customer Success Manager to own the full customer lifecycle for Ryan software customers, from post-sale transition and product adoption through value realization, renewal execution, retention, and expansion.
This role is responsible for building strong customer relationships, driving product usage and education, identifying expansion opportunities, proactively managing renewal risk, and leading the end-to-end renewal process for assigned accounts.
The ideal candidate is highly organized, commercially minded, and comfortable engaging with a wide range of customer stakeholders, including executives, finance leaders, procurement teams, security reviewers, technical contacts, administrators, and end users. This individual will play a critical role in ensuring customers achieve measurable value from Ryan software while supporting long-term retention and revenue growth.
This position is open to remote.
Core Responsibilities
Deliver a world-class customer experience across the full customer lifecycle, including post-sale transition, onboarding support, adoption, value realization, renewal, expansion, and long-term retention.
Build and maintain trusting relationships with customers by understanding their business goals, operational challenges, product usage, decision-making structure, and long-term strategic priorities.
Serve as the primary owner of customer health, engagement strategy, renewal planning, risk mitigation, and retention outcomes for an assigned book of business.
Lead the full renewal process for assigned accounts, including:
Renewal preparation
Customer communication
Timeline management
Pricing coordination
Negotiation support
Internal approvals
Contracting follow-up
Coordination with Billing and Revenue Operations
Manage a disciplined renewal cadence by proactively tracking key dates, customer commitments, contract requirements, usage changes, open risks, and next steps to ensure renewals are completed accurately and on time.
Engage confidently with a wide range of customer stakeholders, including:
Executive sponsors
CFOs and finance leaders
Tax leaders
Procurement teams
Legal contacts
Security reviewers
Technical stakeholders
Administrators
End users
Navigate commercial conversations with professionalism and confidence, including pricing discussions, procurement negotiations, renewal objections, scope changes, and customer escalations.
Identify upsell and cross-sell opportunities that align with the customer’s long-term business strategy, product usage, and evolving needs.
Partner with Sales as appropriate to support expansion opportunities while maintaining ownership of the overall customer relationship and retention strategy.
Lead individual product enablement sessions and create scalable content to enhance customer product knowledge, usage, efficiency, and adoption.
Proactively identify signs of churn, renewal risk, disengagement, product dissatisfaction, procurement friction, or changing customer priorities.
Develop and execute resolution plans for at-risk customers in partnership with internal stakeholders.
Identify and intercept customer pain points by maintaining consistent follow-up, clear documentation, and strong internal coordination.
Work closely with Sales, Support, Implementation, Product, Revenue Operations, Billing, Legal, and Security teams to ensure a smooth customer experience from implementation through renewal and beyond.
Collect and communicate customer insights to internal teams, amplifying the customer voice and identifying recurring trends that may influence product development, service improvements, renewal strategy, and customer experience.
Document and standardize best practices by adding to existing resources such as:
Playbooks
How-to guides
FAQs
Renewal process documentation
Customer communication templates
Scalable enablement materials
Maintain accurate and timely records in Salesforce and other customer systems, including:
Customer health updates
Engagement activity
Renewal status
Risk indicators
Commercial next steps
Expansion opportunities
Key stakeholder information
Encourage customer advocacy by identifying strong customer outcomes and facilitating testimonials, references, case studies, and other advocacy opportunities.
Qualifications
Proven work experience as a Customer Success Manager, Strategic Account Manager, Account Manager, or similar customer-facing role managing a dedicated book of business.
Experience managing large, complex, or enterprise customer relationships, preferably in a SaaS or software environment.
Demonstrated experience owning or materially supporting customer renewals, including:
Renewal planning
Customer communication
Pricing discussions
Procurement coordination
Negotiation
Risk mitigation
Exceptional ability to communicate and build strong business relationships with a wide range of customer stakeholders, including executive sponsors, financial decision-makers, procurement contacts, technical stakeholders, licensed users, and day-to-day administrators.
Strong commercial judgment, including the ability to understand customer value, identify renewal risk, navigate objections, manage pricing conversations, and balance customer needs with business priorities.
Excellent organization, follow-up discipline, and attention to detail, with the ability to manage multiple customers, deadlines, renewal timelines, internal dependencies, and competing priorities.
Ability to lead difficult customer conversations with confidence, professionalism, and sound judgment, including escalations, renewal objections, pricing concerns, service issues, and procurement-driven negotiations.
Strong cross-functional collaboration skills, with the ability to coordinate effectively across Sales, Support, Implementation, Product, Revenue Operations, Billing, Legal, and Security teams.
Creative problem-solving skills and deep curiosity, with a proactive approach to closing knowledge gaps and sharing learnings with peers.
Humble, team-focused attitude with an eagerness to lift up others and contribute to scalable team processes, documentation, and best practices.
Bachelor’s degree with 5+ years of relevant experience preferred. A combination of education and experience will be considered, especially where customer-facing SaaS, enterprise account management, renewal management, or commercial ownership experience significantly exceeds the minimum requirements.
Technical Skills
Microsoft Office Suite for intermediate to advanced data analysis, customer-facing materials, executive presentations, business reviews, and renewal-related reporting.
Salesforce for documenting customer relationships, tracking renewal opportunities, managing pipeline hygiene, updating customer health, recording commercial next steps, and creating reports and dashboards.
Ability to learn and explain SaaS product functionality at a level sufficient to support customer enablement, answer common technical questions, coordinate with Support or Product teams, and engage with customer security or technical stakeholders when needed.
Experience using data to assess customer health, product adoption, engagement, renewal risk, and expansion potential.
Work Environment
Standard indoor working environment.
Occasional long periods of sitting while working at a computer.
Position requires regular interaction with employees at all levels in person and via email, phone, and video conference.
Position requires regular interaction with customers and external vendors in person and via email, phone, and video conference.
Position requires direct interaction with customer executives, procurement teams, legal contacts, security teams, technical stakeholders, administrators, and end users.
Position may require creating and sending recorded videos, enablement materials, follow-up summaries, and customer-facing documentation.
Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Plano, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 7,100 professionals and associates serves over 74,000 clients in more than 80 countries, including many of the world’s most prominent Global 5000 companies. More information about Ryan can be found at ryan.com.
Offices: 13155 Noel Rd, Suite 100, Dallas, Texas 75240, US · 120 N. Washington, Suite 300, Lansing, Michigan 48933, US · 1901 Butterfield Road, Suite 550, Downers Grove, Illinios 60515, US · 335 8th Avenue SW, Suite 1700, Calgary, Alberta T2P 1C9, CA · 6775 Financial Drive, Suite 102, Mississauga, Ontario L5N 0A4, CA
Tax ServicesConsultingRisk ManagementStrategic PlanningProperty TaxAbandoned and Unclaimed PropertyTax ComplianceCredits and IncentivesTax SoftwareBusiness License Tax
Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Plano, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 7,100 professionals and associates serves over 74,000 clients in more than 80 countries, including many of the world’s most prominent Global 5000 companies. More information about Ryan can be found at ryan.com.
Offices: 13155 Noel Rd, Suite 100, Dallas, Texas 75240, US · 120 N. Washington, Suite 300, Lansing, Michigan 48933, US · 1901 Butterfield Road, Suite 550, Downers Grove, Illinios 60515, US · 335 8th Avenue SW, Suite 1700, Calgary, Alberta T2P 1C9, CA · 6775 Financial Drive, Suite 102, Mississauga, Ontario L5N 0A4, CA
Tax ServicesConsultingRisk ManagementStrategic PlanningProperty TaxAbandoned and Unclaimed PropertyTax ComplianceCredits and IncentivesTax SoftwareBusiness License Tax