Customer Success Manager - Banking

Full Job Description

About the role

april is on the lookout for a driven Customer Success Manager - Banking to play a pivotal role in our client relationships. In this role, you'll have the unique opportunity to work hands on with our partners and act as their main point of contact. You'll have the chance to onboard and walk partners through our cutting edge implementation process—establish strong relationships and align with their specific expectations. This team works hands on to ensure alignment on partner needs as well as addressing any challenges to ensure retention.

If you’re all that and looking to collaborate, quickly adapt, and grow professionally you should definitely consider applying to join us on our journey! Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week.

Key responsibilities

• Manage april’s most critical bank partnerships, with a focus on driving the execution of joint initiatives and launching new offerings to benefit april’s users

• Build a best-in-class partner management model

• Leverage industry knowledge to craft thoughtful partnership and product strategies

• Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution

• Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy

• Help find the right stakeholders that can champion april, educating them on our value proposition and executing deals that address their needs and support our strategy

• Leverage significant industry experience to help our internal teams compose our holistic account management strategy

Experience

• 5+ YOE in Customer Success, Partner Management, Business Development, or a related role, ideally in the financial services industry (banks, credit unions, lenders, etc)

• Exposure to the tax or accounting industry is a plus, but not required

• A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies

• Analytical thinking with a knack for problem-solving and creating value for partners and end users

• Strong communication and negotiation skills

• The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success

• A proactive mindset, with the drive to see projects through to completion

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.

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