Strategic Customer Success Manager, Tax Tech

Job description

Job Description: As a Principal Customer Success Account Manager (CSAM) , you’ll bring judgment, executive presence, and technical depth to operate confidently at the intersection of tax, technology, and strategy—owning outcomes and influencing decisions that matter. You’ll serve as a senior‑level trusted Advisor for Vertex’s most strategic customers—ensuring they realize maximum, long‑term value from Vertex tax solutions. Acting as an extension of your customers’ tax and technology teams, you’ll provide deep technical expertise, strategic guidance, and proactive leadership throughout the customer lifecycle. You’ll work cross‑functionally across Support, Professional Services, Sales, Product, Engineering, and Research to drive adoption, optimize usage, support renewals, and influence future product direction. While this role does not include direct people management, it carries significant ownership, visibility, and internal influence. What You’ll Do: Own and Advocate for Strategic Customers - Serve as the primary relationship and technical owner for assigned enterprise customer accounts - Act as a trusted advisor and senior escalation point for complex business and technical chall...