About the Company:
Tax Management New Zealand (TMNZ) are the tax pooling originators and leaders who have of been making tax easier for Kiwis businesses for over 20 years. Approved by Inland Revenue and trusted by Kiwi businesses, TMNZ provide innovative tax solutions that make tax payments easier, provide cashflow flexibility and help the economy grow.
Not only do TMNZ help businesses across Aotearoa thrive, but they are also making a real difference to the lives of all Kiwis by investing 100% of their profits for a restored and thriving Aotearoa through Whakatupu Aotearoa Foundation, a private philanthropic trust with a focus on the environment.
With modern offices in Auckland CBD, great employee benefits and an experienced, collaborative team, TMNZ truly is a fantastic company to be part of!
About the Role:
Reporting to the Head of Advisor Relationships, the Customer Success Manager is part of a sales squad of three and is responsible for building and maintaining relationships with clients across Auckland and Northland. The Customer Success Manager will manage a portfolio of advisory firm clients, optimising their experiences and in turn growing revenue and market share.
Key responsibilities include:
- Manage a portfolio of accounts, providing advice, solutions, and support, including upselling and cross-selling TMNZ products.
- Serve as a trusted advisor to senior tax and finance professionals, handling complex deals and client transactions.
- Create account strategies to drive growth and maximise revenue.
- Manage sales pipelines and optimise client solutions while ensuring loyalty.
- Work collaboratively with your squad (Customer Growth Manager and Customer Success Consultant) assisting with overflow tasks as needed and providing support/mentorship to the Customer Success Consultant.
- Track advisory firm performance, oversee tax pooling reviews, and manage the annual pool sweep process for your portfolio.
About You:
- We are looking for someone either from an accounting firm or in a tax position in a corporate.
- CA qualified or a qualified lawyer.
- Previous tax management experience or affiliation with the tax and/or accounting industries is essential.
- Experience in building and maintaining strong, long-term relationships with the ability to gain trust and influence.
- You will be a team player with the ability to work with your sales squad to achieve goals.
- Strong understanding of financial principles, including forecasting, and profit margin analysis, to manage account profitability.
- Intermediate Excel skills and be adaptable in working with various software applications
- You will be an excellent communicator (both written and oral), with strong numerical/mathematical skills.
- This role requires some travel around New Zealand, and you will also attend client functions out of hours.
Apply Now!
To find out more, please get in touch with Siobhan Chaney on 0272062735 for a confidential chat.
To apply for this vacancy you MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.
At the appropriate stage we will request your references, we ask that you do not include them on your CV when applying.
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