Client Enablement Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Enablement Manager based in the United States.

The Client Enablement Manager will play a critical role in helping clients successfully adopt and maximize the value of an innovative technology platform. This position focuses on onboarding, training, workflow transformation, and long-term client success through structured enablement strategies. The role combines project management, change management, client advisory, and cross-functional collaboration to drive measurable outcomes. You will partner with clients to understand their processes, improve operational efficiency, and accelerate platform adoption across teams. The ideal candidate is a strategic communicator who can simplify complex workflows and guide organizations through digital transformation. This is an opportunity to make a direct impact in a fast-growing technology environment by helping clients achieve sustainable success.

Accountabilities:: The Client Enablement Manager will lead client onboarding, adoption, and transformation initiatives while serving as a trusted advisor throughout the customer journey. This role requires strong project management abilities, business understanding, and the ability to collaborate across client and internal teams.

Lead new client onboarding initiatives from kickoff through implementation and go-live, ensuring a structured and successful transition.

Develop customized onboarding plans based on client business structures, workflows, operational needs, and resource availability.

Collaborate with technical teams to support accurate platform configuration, integrations, and implementation requirements.

Deliver tailored training sessions for different user groups, helping clients confidently adopt and utilize the platform.

Create enablement resources, documentation, and working sessions that promote self-sufficiency and internal client champions.

Design and execute adoption strategies to accelerate usage, improve engagement, and increase time to value.

Track client utilization trends, identify adoption challenges, and proactively address opportunities for improvement.

Partner with account teams to support broader adoption across multiple departments and user groups.

Advise clients through workflow transformations, process improvements, and organizational changes.

Help clients develop scalable internal playbooks and best practices to support long-term success.

Collaborate with executive sponsors and business leaders to define success metrics and measure outcomes.

Gather client feedback and partner with product teams to identify improvement opportunities.

Work closely with sales, strategic accounts, and support teams to ensure alignment and seamless client experiences.

Analyze usage data, client feedback, and system trends to provide insights and guide enablement strategies.

Requirements:

The ideal candidate has experience in client enablement, tax technology, workflow transformation, or related operational roles. They should be comfortable managing complex client relationships, leading change initiatives, and translating technical solutions into business value.

3–5 years of experience in tax, tax technology, client enablement, customer success, or transformation-focused roles within public accounting or corporate tax environments.

Proven experience leading client onboarding, workflow optimization, implementation, or process improvement initiatives.

Experience working with tax automation platforms, tax compliance software, or electronic filing solutions.

Strong understanding of complex tax workflows, including K-1 reporting, tax reporting processes, or related compliance activities.

Demonstrated project management skills with the ability to coordinate cross-functional teams, manage timelines, and drive accountability.

Strong client-facing communication skills with the ability to explain complex concepts clearly and effectively.

Ability to build trusted relationships with clients, executives, and internal stakeholders.

Analytical mindset with the ability to interpret usage data, identify trends, and develop actionable recommendations.

Experience supporting technology adoption and organizational change initiatives.

Familiarity with relevant tax technology platforms is a plus.

Self-motivated, organized, and comfortable working in a fast-paced, evolving environment.

Benefits:

Fully remote work opportunity.

Unlimited vacation policy, plus sick time and company holidays.

Paid parental leave.

Healthcare benefits.

401(k) program.

Opportunity to work within a growing startup environment.

Exposure to innovative technology solutions transforming financial and tax workflows.

Collaborative culture focused on learning, impact, and professional growth.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1