Customer Success Manager

Job Title: Customer Success Manager – U.S. Tax Services

Location: Remote (Working Hours – EST)

Experience Required: Minimum 3 years in lead generation, business development, or client

success (preferably in finance/tax industry)

About the Role

Adeptd is seeking a proactive and organized Customer Success Manager to lead and

oversee client engagement, business development, and executive coordination within our U.S.

Tax Services division.

This role is ideal for someone who can confidently manage client relationships, drive business

growth through lead generation and outreach, and support senior executives in daily operations,

communication, and project management.

The Customer Success Manager will act as the bridge between clients, internal teams, and

senior leadership, ensuring smooth execution, timely communication, and long-term client

satisfaction.

Key Responsibilities

Client Success & Relationship Management

Act as a primary point of contact between the executive team, clients, and internal

departments.

Build and maintain strong relationships with clients to ensure satisfaction and retention.

Lead client onboarding, documentation, and communication processes.

Understand client goals, marketing objectives, and operational challenges to deliver

effective solutions.

Identify opportunities for upselling, cross-selling, and account growth based on

evolving client needs.

Handle client concerns and resolve issues promptly with professionalism.

Business Development & Lead Generation

Identify and qualify new business leads through research, networking, and outreach via

LinkedIn, email, or other channels.

Present Adeptd's tax services to potential clients, conduct discovery and pitch calls, and

close deals.

Develop business proposals, sales presentations, and marketing materials aligned with

client needs.

Negotiate terms and ensure mutually beneficial business relationships.

Support marketing campaigns and outreach initiatives to drive engagement and client

acquisition.

Executive & Project Management

Manage daily communication on behalf of the executive, including emails, calls, and

correspondence with clients or internal teams.

Coordinate meetings — preparing agendas, presentations, reports, and taking minutes

or follow-up actions.

Oversee calendar management, appointments, and deadlines to optimize executive

productivity.

Assist or independently manage key projects, ensuring timely completion and successful

execution.

Handle confidential information with discretion and integrity.

Research, Market Strategy & Collaboration

Conduct market and competitor research to identify trends, business opportunities, and

potential clients.

Collaborate with marketing, sales, and project management teams to ensure smooth

client handover and project delivery.

Support strategic planning by gathering insights for marketing and business decisions.

Monitor and report on the performance of marketing campaigns, providing improvement

suggestions.

Participate in collaborative planning sessions to align digital marketing and business

strategies with client objectives.

Required Skills & Qualifications

Minimum 3 years of experience in client success, business development, or lead

generation, preferably in finance, U.S. tax services, or professional consulting.

Strong organizational and multitasking skills with experience in project coordination.

Excellent verbal and written communication skills, with confidence in handling client calls

and presentations.

Proficiency in LinkedIn, CRM systems, and email communication tools.

Analytical mindset with the ability to conduct market research and interpret data.

Ability to work independently, manage multiple priorities, and maintain professionalism in

a remote work environment.

Strong sense of responsibility, discretion, and ownership over client relationships and

executive deliverables.

Work Environment & Reporting

Work Mode: Remote

Time Zone: Eastern Standard Time (EST)

Reports To: Senior Executive / Business Head – U.S. Tax Services

Why Join Adeptd

Opportunity to work directly with leadership and high-value clients in the U.S. tax

Exposure to both client-facing and strategic management responsibilities.

Fast-paced, collaborative, and growth-oriented work culture.●

Performance-based incentives and long-term career growth opportunities.

How to Apply

If you're a strong communicator, a strategic thinker, and passionate about client success

and business growth — we'd love to hear from you.

Send your updated resume to

Subject Line: Application – Customer Success Manager (U.S. Tax Services)

Job Types: Full-time, Permanent

Pay: ₹700, ₹900,000.00 per year

Benefits:

• Work from home

Work Location: Remote