Customer Success Representative (Tax and Accounting) - Remote

Customer Success Representative with strong tax/accounting expertise to drive adoption, automation, and success of Savant’s platform for finance teams.

Company Details
Savant Labs is a data automation platform transforming how finance and tax teams operate through scalable workflows, governance, and automation. Website: http://savantlabs.io/

Requirements

• 4–6 years of experience in tax, accounting, or finance consulting

• Background from Tier 1 or Tier 2 firms (Deloitte, PwC, KPMG, EY, BDO, RSM, Grant Thornton, Baker Tilly, Crowe, Mazars)

• Experience in tax technology, finance transformation, or process automation

• Hands-on experience with Alteryx (preferred), Excel automation, SQL, or similar tools

• Strong understanding of tax/accounting workflows (compliance, provision, reporting, advisory)

• Experience training or enabling teams on technology solutions

• Familiarity with workflow automation platforms

• Strong communication and stakeholder management skills

Responsibilities

• Partner with customers to implement and optimize Savant solutions

• Lead onboarding, training, and enablement for customer teams

• Translate tax/accounting workflows into scalable automated processes

• Advise on workflow automation, data governance, and process standardization

• Act as subject matter expert in tax/accounting operations and technology

• Collaborate with product and engineering teams to share customer feedback

• Identify expansion opportunities within existing accounts

Job Details
Remote (India)

Interview Process

• Recruiter Screen

• Hiring Manager Round

• Functional Interview

• Final Round

Important Note
ClanX is a recruitment partner, helping Savant Labs hire Customer Success Representative – Tax & Accounting.