Join us at Column Tax! We're making tax filing a simpler, more transparent process for U.S. taxpayers. We’re doing this by partnering with banking & fintech companies to offer powerful embedded tax products to their account holders.

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We're backed by world-class investors including Bain Capital Ventures, Felicis Ventures, Core Innovation Capital, South Park Commons & Operator Partners. We were recently named one of TIME Magazine’s Best Inventions of 2024, and one of The World’s Top 250 Fintech Companies by CNBC.

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Over the last three years, we’ve built out the foundation for the business, working with dozens of partners to launch embedded tax products. We’ve done that through a mix of founder-led sales & BizOps team members running implementations & managing partners. We’ve now grown beyond that, and we’re looking for our founding account manager!

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📈 The next phase of growth

In the last 3 months, we’ve signed partnerships with some of the largest financial institutions in the U.S. Those companies collectively reach tens of millions of Americans, and embedded tax filing has the potential to be a key part of their strategy going forward.

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We’re looking to hire a Founding Account Manager to be the thought partner & go-to person they work with on scaling up. We think about Account Management as an “Embedded Product” function. Success is our partners feeling like we are a true extension of their internal team.

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What does a Founding Account Manager role look like?

• Helping the largest financial institutions in the U.S. launch and scale embedded tax filing to their user base
• Leading the post-sales customer journey end-to-end, from integrations and partner launch to renewals
• Spending lots of time with fintech companies, financial institutions & tax-focused companies to deeply understand their product strategy & ethos (in an authentic way)
• Spending time with our Column Tax product team to map our internal roadmap to what partners need to be successful
• Translating learnings from specific partners into an overall Column Tax launch playbook
• Shaping the next phase of go-to-market at Column Tax

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How do we measure success for the Account Management team at Column Tax?

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• Do partners treat Column team like a part of their internal product team when planning their roadmaps?
• Are we implementing an incredible “end-to-end” tax filing product experience in our partners apps?
• Are our partnerships deepening and growing year-over-year?
• Are we being genuinely helpful for partners that are scaling up embedded tax products (and working with Column Tax)?
• Do partners rave about working with us?
• Are our partners consistently delighted & surprised by the work we do for them?
• Are we one of the best & most responsive teams they’ve ever worked with?

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This is what success looks like in practice for our team:

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💻 About you:

This role is based in New York City, where the Column Tax business team is. We are looking for someone who is energized about working in-person at least 3 days a week.

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We believe that people from a wide-range of backgrounds have the opportunity to be successful in this role.

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• You likely have one, or some combination, of the following:
  • Experience working in Account Management or Solutions Engineering and are looking for a role where you can help shape a GTM organization from an early stage
  • Experience in Sales & Partnerships and are looking for a role where you can work in post-sales
  • Experience in Product and are looking to make the move to more of a customer-facing role at a B2B company
  • Experience in BizOps/Strategy and are looking to make the move into a revenue-focused role
• You genuinely enjoy both commercial and new partner launch work. You’re a master at listening & discovery. You know when to help partners and when to let them lead.
• You have worked at an early-stage startup (or you have specific experience launching/growing a new B2B product line at a larger company)
• You haven’t seen a problem you weren’t excited to solve 😄 
• You get excited about doing the little things needed to make a partnership successful

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⭐ Things we value:

• Doing the right thing: Tax is an industry with a history of predatory practices; we’re determined to fix that
• Focus: we know that doing great work takes long blocks of uninterrupted time
• Ownership: everyone at Column is empowered to make big decisions
• Transparency: expect honest & vulnerable communication
• Vision: everyone on our team dreams big about solving complex problems

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❇️ Benefits:

• Time off: unlimited PTO with a minimum. We want you to truly recharge!
• High-quality health, vision & dental coverage
• Up to 16 weeks of fully paid parental leave
• Top-notch MacBook + home office budget

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