Teams at TaxGPT

Supports the CMO and CRO by managing calendars, inboxes, travel, meeting preparation, executive communications, reports, cross-team initiatives, relationships, expenses, and vendor invoices. The role requires prioritizing competing demands, coordinating distributed teams, preparing executive materials, tracking action items, and maintaining confidentiality in a fast-growing remote startup.

Own revenue operations and financial reporting for a B2B SaaS company. Manage HubSpot and Stripe, unify sales-led and product-led funnels, establish forecasting and reporting cadences, oversee billing and revenue data, build dashboards, and deliver board and investor reporting. Drive automation using AI-native tools, maintain SaaS metrics and revenue recognition processes, and serve as the primary resource for financial and revenue questions across the organization.

Embed with accounting and tax firms to map workflows, configure and operationalize TaxGPT, train teams, lead implementation and change management, measure ROI, troubleshoot adoption issues, and convert recurring field insights into product and engineering improvements. Build scalable implementation playbooks for tax research, document analysis, preparation, review, planning, and client delivery while supporting sales, customer success, and product teams.