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Drive adoption, retention, and expansion for high-value tax and compliance customers by serving as a strategic advisor to C-suite executives. Orchestrate complex engagements across finance and IT departments to ensure measurable business outcomes and revenue growth.
Requires a Bachelor's degree and over 10 years of experience in Customer Success, Account Management, or Tax/Accounting Advisory. Must have a proven track record of managing multi-stakeholder relationships and achieving retention targets within SaaS or professional services.
The Customer Success Director for E-Invoicing, Tax & Compliance is responsible for driving adoption, retention, and expansion across our most valuable tax, accounting, and compliance customers. This role serves as the primary strategic advisor and trusted partner to C-suite executives and senior stakeholders at tier-1 corporations.
This position requires deep understanding of tax operations, regulatory compliance, e-invoicing mandates, indirect tax (VAT/GST), corporate tax, and financial reporting requirements. The Senior CSM will orchestrate complex, multi-stakeholder engagements across finance, tax, accounting, treasury, and IT departments while driving measurable business outcomes that ensure long-term customer success and revenue growth.
In this opportunity as a Customer Success Director, you will:
Customer Relationship Leadership - Build and maintain C-suite relationships with CFOs, Chief Tax Officers, Tax Directors, Finance Directors, and Controllers.
Business Value Delivery - Demonstrate quantifiable ROI and business impact through metrics: time savings, audit risk reduction, compliance accuracy improvements, process efficiency gains.
Revenue Growth & Retention - Achieve 95%+ logo retention and 120%+ Net Revenue Retention targets.
Expansion & Upsell - Identify and qualify expansion opportunities across tax, accounting, treasury, and IT departments.
Product Adoption & Value Realization - Drive product adoption across all licensed solutions to maximize customer value and stickiness.
Training & Enablement - Coordinate comprehensive onboarding programs for new tax software deployments.
Customer Advocacy & Voice of Customer - Convert satisfied customers into referenceable advocates and case study participants.
Product Feedback & Innovation - Serve as primary conduit for customer feedback to Product and Engineering teams.
You’re a fit for the role of Customer Success Director if you have the following:
Bachelor's Degree in preferably Business or equivalent.
10+ years in Customer Success, Account Management, Client Services, or Tax/Accounting Advisory roles.
Proven track record of managing complex, multi-stakeholder relationships across finance and IT organizations.
Demonstrated success achieving retention and expansion targets in SaaS/technology or professional services.
#LI-TL1
Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.
Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.
Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.
Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.
Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
Thomson Reuters informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news.
We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments. At a time when objectivity, accuracy, fairness, and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.
As a global business, we rely on the unique backgrounds, perspectives, and experiences of all employees to deliver on our business goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity Employer providing a drug-free workplace.
We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law. More information on requesting an accommodation here.
Learn more on how to protect yourself from fraudulent job postings here.
More information about Thomson Reuters can be found on thomsonreuters.com.
Thomson Reuters (TSX/NDAQ: TRI) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. We serve professionals across legal, tax, accounting, compliance, government, and media. Our products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world leading provider of trusted journalism and news. For more information on Thomson Reuters, visit tr.com and for the latest world news, reuters.com.
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