The role
Onboard new offices and make sure they win with TaxWallet — the difference between a signup and a season-long partner.
01
What you'll do
- Own onboarding — configure tenants, train teams, and get offices live before the rush.
- Drive adoption and retention across the book of offices you support.
- Be the voice of the customer back into product and operations.
02
What we're looking for
- Customer success or account management experience in SaaS or fintech.
- Strong communicator who can teach a workflow and build trust fast.
- Bilingual English/Spanish is a plus.
03
What you'll get
- Remote-first within the US — optimized for ownership and output, not hours at a desk.
- Real equity and a direct line to the founders — no layers, no politics.
- Health coverage, paid time off, and a hardware budget to do your best work.
- A seat on a product that thousands of tax professionals rely on every season.