Onboarding & Customer Success Manager

Filed is building the first AI tax preparer trusted by America’s accounting firms.
This industry might seem boring, but it’s a $70B backbone of the economy that’s breaking under a talent shortage no one has solved. We’re fixing it, fast.
In just 9 months, we’ve hit strong product-market fit, are generating insanely fast-growing, ridiculously sticky revenue, and are backed by top-tier investors. We’re not a tool, we’re the missing workforce firms have been sounding the alarm for. We’re building the future by expanding our already 30-person team with those who want to say “I was there when it all started.”
Read more → TechCrunch

What we should tell you about the role
We’re hiring an Onboarding & Success Manager to help new tax and accounting firms go live on Filed—quickly, confidently, and with real results. You’ll guide customers from contract to adoption: leading kickoff calls, setting up integrations (tax software, document systems, and more), training teams, and capturing what works so every next onboarding is smoother than the last. You’ll work across people, process, and product—helping firms modernize how they operate and adopt a new kind of intelligence-driven workflow. You’ll thrive here if you’re energized by fast-moving environments, solving technical challenges, and helping professionals navigate change with clarity and confidence.

Here’s why this is a terrible job
This isn’t a role for anyone looking to coast. Filed moves fast—and so will you. Our processes are constantly evolving; you’ll help build them, test them, and rebuild them again. You’ll operate at the intersection of complex tax systems, skeptical buyers, and a product category that’s redefining how firms work. There’s no script, no playbook—just judgment, iteration, and collaboration with a team that values pace, precision, and progress over perfection.If that sounds exciting, you’ll love it here .

Here’s why it’s the best career choice you’ll make

We’re shipping what tax pros call impossible—a product that feels like a missing teammate, not just another piece of software. You’ll talk to customers weekly and own implementations end to end—with clear goals, autonomy, and impact. We’ll tell you the targets. How you hit them is on you. That comes from immersion, curiosity, and care.

What you’ll be responsible for

• Plan and run customer onboardings end-to-end (kickoff → go-live → adoption).

• Configure and troubleshoot integrations; keep data flows secure and reliable.

• Create clear customer-facing guides and training assets; turn fixes into playbooks.

• Track milestones and risks with impeccable hygiene.

• Partner with our Product and Engineering teams to surface onboarding insights that improve UX and adoption.

Your hard skillset

• 3+ years leading B2B customer onboarding/implementation or CS in fintech/regulated SaaS; hands-on with integrations.

• Comfortable with OAuth/SFTP/API keys, data imports, and workflow automation; tooling like ClickUp/Pylon/HubSpot (or equivalents).

• Familiarity with accounting/tax/payroll, GL, or HRIS ecosystems is a plus; CPA background earns extra points.

Your soft skillset

• Communication & training — translate complexities into clear, practical steps for tax professionals.

• Ownership & grit — you move customers forward despite ambiguity.

• Process mindset — you leave every onboarding better documented than you found it.

Location
Preference: New York City for in-person collaboration; open to US-remote for the right candidate.