Partner Success Support (Seasonal 4-6 months) | Tech Startup

Job Title: Partner Success Support (seasonal)
Reports to: VP, Growth & Success
Salary: $17 - $22/hour (non-exempt - eligible for overtime pay)
Working Hours: 30-40 hours/week Mon-Fri between 9am - 5pm EST (occasional nights and weekends as needed during peak season)
Location: In-Person Coconut Grove (remote work flexibility)
Duration: 4-6 months during peak tax season (approximately Jan - May)

About Us:
Taxfyle is a tech startup and a leading provider of online tax preparation services, transforming the tax filing experience for individuals and businesses. Headquartered in Coconut Grove, FL, we connect users with certified tax professionals through our innovative platform, offering a seamless, efficient, and accurate process. Taxfyle's mission is to make professional services accessible and available to all. We are industry leaders, developing the East Coast's very own “Silicon Valley”. Join us in our efforts to reshape the world’s multi-billion-dollar professional services industry. Recognized as one of the fastest-growing companies in the country, Taxfyle has transformed professional tax preparation with an easy-to-use mobile platform heralded as “Uber for Taxes”.

Summary:

This position plays a supportive and hands-on role within the Partner Success department by assisting multiple teams including Onboarding, Account Management, Partner Support, and Relationship Management with day-to-day operational needs. You will contribute to key client initiatives by helping prepare materials, organizing data, updating documentation, and supporting communication across teams to ensure smooth and efficient client experiences.

This role is ideal for a student or early-career professional looking to gain exposure to client success, operations, and tech-enabled professional services. You will have the opportunity to learn from cross-functional teams, develop foundational skills, and contribute to meaningful projects that support both internal teams and our partners. Training and mentorship will be provided.

Key Responsibilities:

• Support the Onboarding & Implementation, Account Management, Partner Support, and Relationship Management teams with day-to-day tasks that contribute to smooth client operations.
• Assist Managers by gathering information, preparing materials, and helping coordinate team initiatives related to client retention, process improvements, and product adoption.
• Help track and organize team performance data such as client activity, response times, and support trends; prepare summaries or reports as requested.
• Contribute to updating internal resources such as playbooks, SOPs, checklists, and team documentation to ensure accuracy and consistency.
• Collaborate with cross-functional teams (e.g., Product, Marketing) by supporting communication, documentation, or project coordination that helps align client-facing efforts.
• Assist with organizing team schedules, resources, and project workflows to help ensure teams remain productive and well-coordinated.
• Support initiatives related to renewals, upsells, and long-term partner engagement by conducting research, preparing materials, or helping track action items.
• Participate in process improvement efforts by gathering feedback, documenting gaps, and offering recommendations based on observations.
• Help the team manage and triage client or Tax Professional escalations by logging details, tracking statuses, and ensuring follow-up is completed.
• Prepare notes, summaries, or simple presentations for leadership or team meetings as needed.
• Shadow departmental managers to learn about leadership, team operations, and best practices across the Partner Success organization.

Requirements:

• Currently enrolled in a college or university program, or recent graduate seeking hands-on experience in client success, operations, business, or a related field preferred.
• Strong interest in client service, operations, or technology-enabled professional services.
• Excellent written and verbal communication skills, with the ability to collaborate effectively across teams.
• Highly organized with strong attention to detail and the ability to manage multiple tasks simultaneously.
• Comfortable working in fast-paced environments and adapting to shifting priorities.
• Proficiency with standard computer tools (Google Workspace, Microsoft Office); familiarity with CRMs or ticketing platforms is a plus but not required.
• Analytical mindset with the ability to gather information, summarize findings, and support basic reporting tasks.
• Proactive, reliable, and eager to learn new tools, processes, and industry knowledge.
• Ability to work in-person at our Coconut Grove, FL office (as applicable based on program design).
• Availability during standard business hours, with flexibility to support team needs during peak periods.

Note: This role description is intended to convey information essential to understanding the scope of the role and is not exhaustive. Duties, responsibilities, and qualifications may evolve or change over time to meet the organization’s needs.

No Third Party Agencies or Submissions Will Be Accepted.

Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP

Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.