---
title: 'Customer Success Manager - Wealth Management at april'
canonical: 'https://feeny.ai/job/customer-success-manager-wealth-management-april-new-york-6tjfatrjzr7k'
type: 'job'
last_seen: '2026-09-11'
---

# Customer Success Manager - Wealth Management at april

- **Company:** april
- **Location:** New York, NY
- **Compensation:** $120k–$150k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-13
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/april/7adcc0d8-fdad-4716-8f28-ca1307bd3cf2

## Job description

## About the role

april is seeking a driven Customer Success Manager - Wealth Management to play a key role in managing our client relationships. In this position, you'll have a unique opportunity to work directly with our partner (primarily in wealth management) and serve as their main point of contact. You'll be responsible for onboarding and guiding partners through our innovative implementation process, building strong relationships and aligning with their specific expectations. This team works closely to ensure their needs are met and to address any challenges, with the goal of ensuring retention. This is a hybrid role based out of our New York City headquarters, requiring a minimum of three days per week on-site (Tuesday through Thursday).

## Key responsibilities

- Manage april’s most critical wealth management partnerships, with a focus on driving the execution of joint initiatives and launching new offerings
- Build a best-in-class partner management model
- Leverage industry knowledge to craft thoughtful partnership and product strategies
- Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
- Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
- Help find the right stakeholders that can champion april, educating them on our value proposition and executing deals that address their needs and support our strategy
- Leverage significant industry experience to help our internal teams compose our holistic account management strategy

## Experience

- Experience in partner management, business development, or a related role, ideally in the financial services industry
- Exposure to the tax or accounting industry is a plus, but not required
- A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
- Analytical thinking with a knack for problem-solving and creating value for partners and end users
- This role is focused on wealth management clients, and experience in this space is a plus
- Strong communication and negotiation skills
- The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
- A proactive mindset, with the drive to see projects through to completion

## 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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