Instead
Engagement Manager
Lehi, Utah +1 · Manager · Full-time · Posted Oct 29, 2026
- Location
- Lehi, Utah
Salt Lake City, Utah, United States - Experience
- 4+ years; customer success, engagement management, account management, or a similar customer-facing role in B2B SaaS or professional services.
About the job
Own customer relationships for accounting firms, guiding them from onboarding through adoption, expansion, and renewal of Instead’s tax software.
What you'll do
- Manage onboarding, implementation timelines, adoption, customer health, and retention across a portfolio of accounting firms.
- Coordinate on-site implementation sessions and partner with Tax Engineers on implementation quality and customer feedback.
- Drive pilot-to-paid conversion, renewals, and expansion opportunities; help refine the Engagement playbook.
What they ask for
- 4+ years in customer success, engagement management, account management, or a similar customer-facing role in B2B SaaS or professional services.
- Track record of driving customer retention, expansion, and satisfaction.
- Strong project management and communication skills, including managing senior customer conversations.
- Willingness to travel for on-site engagements (estimated 30 to 50% travel).
Nice to have
- Experience working with accounting firms, tax professionals, or other professional services customers.
AI focus
The company’s AI agent orchestrates tax work, but the Engagement Manager role does not state that it involves AI work.
Model-written summary · the original posting is authoritative