Jobs at TaxGPT

Own revenue operations and financial reporting for a B2B SaaS company. Manage HubSpot and Stripe, unify sales-led and product-led funnels, establish forecasting and reporting cadences, oversee billing and revenue data, build dashboards, and deliver board and investor reporting. Drive automation using AI-native tools, maintain SaaS metrics and revenue recognition processes, and serve as the primary resource for financial and revenue questions across the organization.

Embed with accounting and tax firms to map workflows, configure and operationalize TaxGPT, train teams, lead implementation and change management, measure ROI, troubleshoot adoption issues, and convert recurring field insights into product and engineering improvements. Build scalable implementation playbooks for tax research, document analysis, preparation, review, planning, and client delivery while supporting sales, customer success, and product teams.

The Sales Development Representative at TaxGPT will generate leads, qualify inbound leads, manage CRM, and partner with Account Executives to drive revenue.

Own the full sales cycle selling TaxGPT to accounting firms and finance teams. Develop targeted sales strategies, run consultative demos, drive adoption and expansion, navigate complex stakeholders, and collaborate with GTM, product, and success to refine playbooks and influence roadmap priorities.

Quota-carrying expansion Customer Success Manager responsible for driving upsell and cross-sell within an existing book of business. Own the post-sale journey from onboarding through adoption, renewals, and expansion. Build and manage an expansion pipeline, forecast accurately, drive adoption and value, and hit $50K/month expansion targets while partnering with product and support.