Boast

Subscribe job alerts


Remote Job

Director of Customer Success

Boast
  • 5000 - 6000 USD per Month
  • Full Time
  • Posted : one year ago

Director/Manager of Customer Success


Each year the US and Canadian governments give out billions of dollars in R&D tax credits and innovation incentives to fund businesses, but the application process is cumbersome, time-consuming, and receiving the money can take 12+ months.


Boast.AI is building the future of tax credit recovery with artificial intelligence so companies can get more money, faster for less time and risk.


We are a North American recognized Tax brand and have been featured in TechCrunch, VentureBeat, Fox Business, Forbes, and other publications as a force in the space.


Come join our mission to drive innovation and entrepreneurship through technology!


As a Director/Manager of Customer Success at Boast.ai you will lead a team of CSM’s who are the primary customer facing role for a portfolio of companies that are all building highly innovative technology.


Responsibilities include, but not limited to:
  • Lead from the front by fully understanding and being able to step into the job of each CSM when needed
  • Lead a customer success group that is highly effective at carrying out Boast.ai’s mission
  • Manage a personal client portfolio of 20-30 clients
  • Manage your team to achieve set GRR, NRR, and Customer Satisfaction goals
  • Working closely with Boast’s Product team in order to enhance internal and external adoption of the Boast.ai platform
  • Work closely with Boast’s Customer Delivery Team in order to create the best outcome for our clients
  • Manage escalations within the CS team by following a methodical escalation process
  • Improving the effectiveness of the CS team by developing and maintaining process
  • Identify KPIs and metrics to measure team performance and manage your team to those goals and outcomes
  • Work with CSM to enable their ability to upsell product to existing customers
  • Implement effective performance management processes to maximize CS team member performance
  • Develop team retention strategies to maximize eNPS and minimize employee turnover
  • Collaborate with the business development team and product team to continually improve the customer journey
  • Continue to strengthen a CSM team
Skills & Qualifications:
  • Lead and Inspire a high-performing team of 8+ direct reports in the R&D Tax space, with a focus on driving exceptional results and outstanding customer experiences
  • Develop and leverage exceptional people management and coaching skills to motivate and empower team members to succeed and grow professionally
  • Drive operational excellence through analytical thinking, process development and improvement, problem-solving, communication, delegation, and planning
  • Display a strong management presence and leadership ability, with exceptional communication and interpersonal skills that inspire and motivate teams and stakeholders alike
  • Demonstrate a passion for winning and delivering exceptional results, with an intense drive to become an expert in the R&D Tax space
  • Exhibit flexibility and agility in responding to evolving business priorities and navigating ambiguity with ease
  • Proven track record of effectively managing a team to upsell to clients and delivering positive outcomes
  • Collaborate effectively across the organization and with external stakeholders to drive alignment and achieve shared objectives
  • Willing and able to address escalated client issues with speed, urgency, and empathy
Benefits of Joining Boast:
  • Highly competitive salary range
  • Remote-first and flexible work culture that prioritizes work-life balance
  • Open and transparent management structure that values collaboration and feedback from all team members, ensuring your voice is heard and your ideas are valued
  • Comprehensive health benefits package, including medical, dental to ensure you and your family are well taken care of
  • Stock options to align your interests with the company's success and benefit from its growth
  • Continuous learning opportunities to promote personal and professional growth
  • Generous vacation time, unlimited PTO
At Boast, we believe that diversity is the foundation of innovation and progress. We strive to create an inclusive workplace that celebrates and embraces differences in culture, background, experiences, and ideas. Our mission is to foster an environment where everyone feels empowered to bring their whole selves to work and contribute to the success of our team.


We are dedicated to continuously improving our efforts toward diversity, equity, and inclusion in every aspect of our organization. As an equal opportunity employer, we provide fair and equal consideration for all qualified candidates, regardless of their race, colour, religion, sex, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.


We recognize the importance of accessibility, and we are committed to providing accommodations to ensure that all candidates have an equal opportunity to participate in the interviewing process. We welcome and encourage candidates from all backgrounds to apply and join our team, as we believe that diversity is a key ingredient to our success.

Skills
  • Communication
  • Customer Satisfaction
  • Customer Success
  • CSM
  • Team Performance
Apply

Similar Jobs

Remote Job

Remote Travel Agent

Unplugged Travel
  • 2 weeks ago

    • Applicants are currently accepted from the USA, Mexico, Australia.We are seeking detail-oriented and highly organized candidates to join our team. The ideal candidate will have excellent communication skills, a passion for travel, and the ability to work independently. As a Remote Travel Agent you w
Remote Job

Sales Director (Primary Real Estate), Realiste AI

Realiste
  • 2 weeks ago

    • About the Company:Realiste AI is seeking a dynamic, result-oriented Sales Director to join our team and drive substantial growth and success. We are an innovative leader in the real estate investment sector, occupying a unique position globally. Our one-of-a-kind product, akin to the "Google of
Remote Job

Partnerships Manager

SafetyWing
  • 2 weeks ago

    • SafetyWing (YC W18) seeks a Partnerships Manager (YouTube)  to support our growing Partnerships team and our network of Ambassadors with care and personalized attention as we scale the program.Partnerships with affiliates and content creators have successfully supported the tremendous
Remote Job

Case Manager (CSR) - Texas (Remote)

Sneed & Mitchell LLP
  • 3 weeks ago

    • At Sneed & Mitchell, the work we do matters for our clients and their families. For thousands of Americans, we’re their last line of defense against insurance companies, large corporations, or defective products. From attorneys to client support staff, and creative marketing to operations

Remote Job

Operations Manager

AvenueHQ
  • 3 weeks ago

    • Reporting to the CEO, the Operations Manager is accountable for the delivery and performance of Avenue’s CX, Design and Client Marketing teams. Leading these teams gives this role responsibility for the daily experience of our 1,000+ clients throughout North America.As Avenue’s Operation
Remote Job

Business Analyst

Maids.cc
  • 3 weeks ago

    • We're continuously on the hunt for talented Business and Data Analysts to join Maids.cc!What You’ll Do:Understand a problem from a business perspective, extract and analyze relevant data, and create an automated solution that would solve it.Create new websites, apps, and features to gain n
Remote Job

Sales Development Representative (m/f/d)

Thorit GmbH
  • 4 weeks ago

    • We are a modern digital agency based in Stuttgart with comprehensive expertise in data intelligence, technology, and marketing. We optimize the marketing performance of our clients and find creative ways to leverage the latest technologies for sustainable growth and scalability. In addition to our l
Remote Job

Rater - United States

TELUS International AI Inc.
  • a month ago

    • Why USWe partner with the world's most innovative companies to develop and improve their AI powered products. Whether it’s improving the relevance of search engines or training digital assistants to understand more languages and dialects, our teams help break machine-learning barriers and

Remote Job

Talent Coordinator (Remote)

Bubblegum Casting Pty Ltd
  • a month ago

    • Lights, Camera, Action - Bubblegum Casting and Hunter Talent, Australia's premier talent agencies, are on the lookout for a vibrant and dedicated individual to step into the spotlight as our newest Talent Coordinator.Your role? As our Talent Coorindator, you'll be working remotely, inte
Remote Job

Claim File Manager (CSR) - (Texas - Remote)

Sneed & Mitchell LLP
  • a month ago

    • At Sneed & Mitchell, the work we do matters for our clients and their families. For thousands of Americans, we’re their last line of defense against insurance companies, large corporations, or defective products. From attorneys to client support staff, and creative marketing to operations

View All