Customer Success Manager

About Neo.Tax

Neo.Tax is an AI-driven platform that automates the R&D tax credit and software capitalization for modern software companies. We connect directly to the tools engineering teams already use, like Jira and GitHub. We analyze signals such as epics, changelogs, comments and team structure to produce rigorous, audit-ready R&D studies, without the manual interviews of the traditional process. This keeps tax provisions closely aligned with actual results, minimizing return-to-provision (RTP) true-ups and reducing uncertain-tax-position (FIN 48) exposure.

We also automate software capitalization under ASC 350-40 from end to end. We identify projects, evaluate whether they can be capitalized, and determine capitalization milestones, so finance teams can close faster with confidence.

The Role

We’re hiring a Customer Success Manager to own the post-sale relationship with a portfolio of customers, from kickoff through renewal. You’ll be the main point of contact for finance, tax and engineering stakeholders. You’ll turn their data into accurate R&D studies and capitalization schedules, and make sure they see the value every cycle.

What you’ll do