---
title: 'Associate Customer Success Manager at april'
canonical: 'https://feeny.ai/job/associate-customer-success-manager-april-new-york-mbh4k4fjkr2k'
type: 'job'
last_seen: '2026-09-11'
---

# Associate Customer Success Manager at april

- **Company:** april
- **Location:** New York, NY
- **Compensation:** $90k–$110k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-03
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/april/aac2d853-d9f2-487e-8114-8c35b607b790

## Job description

## About the role

april is looking for motivated Associate Customer Success Managers to join our growing Customer Success team. In this role, you'll partner closely with a Senior Customer Success Manager, supporting some of our most strategic wealth management and enterprise clients while developing the skills needed to eventually manage your own book of business. You'll gain hands-on experience participating in client meetings, driving day-to-day account management, coordinating cross-functional initiatives, and helping ensure successful partner outcomes. As you grow in the role, you'll progressively take ownership of client relationships, with the goal of independently managing enterprise accounts within your first year. Team members residing within the New York City metropolitan area are expected to work from our NYC office at least three days per week.

## Key responsibilities

- Partner closely with Customer Success Manager(s) to support april's strategic wealth management and enterprise clients
- Participate in client meetings, implementation discussions, business reviews, and ongoing account management activities
- Build trusted relationships with client stakeholders while learning how to navigate complex organizations
- Own day-to-day client requests, follow-ups, and project coordination to ensure an exceptional partner experience
- Collaborate cross-functionally with Product, Engineering, Tax Operations, and Implementation teams to execute client initiatives
- Help identify opportunities to expand partner engagement and deliver additional value
- Gradually assume ownership of client calls and account management responsibilities as you develop in the role

## Experience

- 2–5 years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role
- Experience supporting enterprise, financial services, fintech, SaaS, or wealth management clients is preferred but not required
- Strong communication skills with the ability to build credibility and trust with both internal and external stakeholders
- Comfortable managing multiple priorities in a fast-paced, high-growth environment
- Highly organized with strong project management and follow-through skills
- Curious, coachable, and eager to grow into managing strategic enterprise accounts
- Analytical mindset with strong problem-solving abilities
- Exposure to tax, financial services, or wealth management is a plus, but not required

## About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.

## About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april’s white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april’s AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.

## About april

## Company Overview
- **One-liner**: april is an AI-powered embedded tax platform that enables financial institutions to offer white-label tax filing, planning, and transcript retrieval directly within their products.
- **Entity Type**: Private (Series B, $78M total funding)
- **Headquarters**: New York, New York, United States (with offices in Tel Aviv, Israel; Poland; Colombia)
- **Founded**: 2021
- **Founders**: Ben Borodach (CEO) and Daniel Marcous (CTO)

## Core Business
- **Primary Industry**: Financial Services / Fintech – Embedded tax technology
- **Target Customers**: B2B – banks, wealth management platforms, payroll & benefits providers, fintechs, and developer platforms
- **Mission**: Build the world's most connected tax software, evolving tax from a backward-looking compliance function into a predictive, continuous layer of financial intelligence.

## Products & Services
- **Tax Filing Suite**: White-label DIY filing, tax pro reviews, and pro-led filing – the first AI-powered tax platform to receive full IRS e-file authorization in 15 years.
- **Tax Planning Suite**: “What-if” forecasting for paycheck optimization, liquidity events, and annual planning, integrated at the point of decision.
- **Tax Transcripts**: Accelerate client onboarding by providing advisors and platforms access to comprehensive historical tax data and insights.

## Market Standing
- **Valuation**: Not publicly available (private company)
- **Key Metric**: Total Funding $78M; Annual Revenue $1.2M (as of 2026)
- **Notable Investors**: QED Investors (lead Series B), Treasury (lead Series A), Team8 (lead Seed). Advisors include founders of Acorns, eToro, Lemonade, Betterment, and former CEO of Bank Leumi.
- **Growth Signals**: Headcount of 78 employees (+48.5% YoY); 11 active job postings; presence across U.S., Israel, Poland, Colombia; Year-over-year LinkedIn follower growth of +146.2%.

## Competitive Advantages
- **First-mover in AI-native tax**: The only AI-powered platform to gain IRS e-file authorization in 15 years (joining only 12 other providers nationwide).
- **Deeply embedded approach**: White-label APIs allow financial platforms to own every financial moment, increasing deposits, engagement, and loyalty.
- **World-class team pedigree**: Founders and executives from Google, Waze, TaxAct, PayPal, and Deloitte; strong talent pipeline from Intuit, Gusto, Amazon, and Israeli Military Intelligence.

## Strategic Focus
- Scale embedded partnerships with wealth, banking, and payroll platforms to grow revenue and user base.
- Expand product suite beyond filing into year-round tax intelligence (forecasting, transcripts).
- Dominate the “tax as a service” category by making tax a connected, continuous financial layer.

## Why Work Here
- **Culture**: Mission-driven (“Mission first, Team over ego, Win with determination”); collaborative, low-politics environment.
- **Growth**: Rapidly scaling company with 48% headcount growth and significant funding runway – opportunity to shape a category-defining product.
- **Team**: High-caliber peers from top tech and fintech companies; hands-on leadership that sets a high bar.
- **Work Environment**: Hybrid/office presence in New York and Tel Aviv; remote flexibility for some roles; strong engineering and data science emphasis (Staff, Senior, AI roles open).
- **Perks**: Not explicitly stated, but the careers page highlights meaningful work, ownership, and a solution-first mindset.

## Sources
1. [getapril.com](https://www.getapril.com/careers)
2. [getapril.com](https://www.getapril.com/about)
3. [getapril.com](https://www.getapril.com/)
4. [linkedin.com](https://www.linkedin.com/company/apriltax)
5. [tracxn.com](https://tracxn.com/d/companies/april/__9uA1-QhkLWRqyFTSN_4eBOTRzLNVNbfFWoVJ-3jjdRI)

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