Partner Success Manager – Account Growth & Inside Sales

Community Tax is looking for a Partner Success Manager to manage, develop, and grow relationships with our referral partners.

This is a relationship-driven account management role with a consultative sales component. Our referral partners have already chosen to work with Community Tax, so you won't spend your day cold calling strangers looking for the next prospect.

Instead, you'll help partners become successful with Community Tax—building relationships, increasing referral activity, solving problems, re-engaging less-active accounts, and identifying additional solutions that can provide value to their businesses.

This isn't a traditional high-pressure sales role—and it isn't a traditional customer service role.

We're looking for someone in between: a relationship builder with commercial instincts.

What You'll Do

You'll manage an assigned portfolio of Community Tax referral partners and serve as their primary day-to-day point of contact.

You'll:

• Onboard new partners and help them successfully make their first referral.
• Build strong relationships and understand each partner's business and referral needs.
• Conduct regular check-ins and proactive account outreach.
• Monitor referral activity, engagement, and overall account health.
• Recognize when activity slows or changes, find out why, and work to re-engage the partner.
• Identify opportunities to increase referrals and expand productive partner relationships.
• Answer questions, solve problems, and coordinate with internal teams when assistance is needed.
• Introduce additional Community Tax products and solutions when they can provide genuine value.
• Maintain accurate account activity, notes, and follow-up within our CRM.

The Person We're Looking For

The strongest Partner Success Managers understand that relationship building and sales aren't competing responsibilities.

You build trust, ask good questions, understand what a partner needs, recognize opportunities, recommend appropriate solutions, and aren't afraid to ask for the business when the solution makes sense.

You don't need to be a hard-closing, commission-driven salesperson to succeed here. But you do need to be comfortable with sales, persuasion, business conversations, measurable goals, and being accountable for growth.

You may be a strong fit if you:

• Build rapport and credibility naturally.
• Enjoy developing ongoing business relationships.
• Are proactive rather than waiting for someone to ask for help.
• Listen well and ask effective questions.
• Notice changes in account activity and want to understand why.
• Can recommend a solution without making the relationship feel transactional.
• Are comfortable discussing products, money, business needs, and opportunities.
• Can address questions or objections and confidently move a conversation toward action.
• Stay organized while managing multiple accounts and follow-ups.
• Take ownership and follow through on commitments.

Your previous title might be Account Manager, Inside Sales Representative, Customer Success Manager, Partner Success Manager, Relationship Manager, Business Development Representative, or something completely different.

We're more interested in whether you've developed the right combination of relationship and commercial skills.

Compensation & Incentives

Base Salary: $50,000

In addition to base salary, Partner Success Managers are eligible for:

• 10% – 20% annual performance bonus opportunity, paid quarterly based on applicable partner performance measures.
• CTAX Intelligence revenue incentive on qualifying revenue collected within onboarded and assigned accounts.
• Additional Phase One sales incentives during the March–May tax-season sales assignment.

Consultative Solution Sales

As part of the role, you'll be trained to introduce, demonstrate, and sell CTAX Intelligence, our subscription-based SaaS transcript solution designed specifically for our target market.

This is consultative selling: understand the partner's business, identify a need, demonstrate the solution, answer questions, address objections, and confidently ask for the business when there's a good fit.

The goal isn't to turn every conversation into a sales pitch. It's to know your partners well enough to recognize when Community Tax has something that can genuinely help them—and to be comfortable having that conversation.

A Seasonal Change of Pace

From approximately March through May, Partner Success Managers also help Community Tax's consumer sales organization manage increased tax-season demand.

You'll receive comprehensive Phase One tax resolution sales training and work with qualified prospective clients to understand their needs, explain our Phase One service, and help appropriate clients enroll.

You'll also have an opportunity to earn additional sales incentives during this seasonal assignment.

After tax season, your primary focus returns to your referral partner portfolio.

Qualifications

• 2+ years of relevant experience in account management, inside sales, partner or customer success, relationship management, business development, or a comparable client-facing role preferred.
• Strong relationship-building, verbal, and written communication skills.
• Comfortable with consultative selling and persuasive business conversations.
• Strong organization, prioritization, and follow-through.
• Ability to manage multiple accounts, priorities, and commitments.
• Comfortable using CRM technology, screen share demo/presentation technology and maintaining accurate account activity.
• Ability to recognize account trends, risks, and growth opportunities.
• Experience in tax services, financial services, SaaS, professional services, affiliate/referral programs, or another relationship-driven business environment is helpful but not required.

Hybrid Work & Travel

This is a hybrid position with an expectation of working in the office at least three days per week.

Periodic travel is required for industry trade shows, conferences, partner meetings, and partner events.

What Success Looks Like

Success isn't simply having a portfolio of partner accounts.

It's having partners who are active, engaged, growing, referring clients, adopting valuable solutions, and continuing to do business with Community Tax.

Our philosophy is straightforward:

We make promises we can keep—and we keep them.

If you're a relationship builder with a commercial mindset—someone who can earn trust, solve problems, recognize opportunities, and comfortably move a good business conversation toward action—we'd like to hear from you.