Amanda Watson

About Amanda Watson

At Drake Software, dedication to customer success is the cornerstone of my approach as a Customer Success Manager, a role enriched by my Enrolled Agent credential and expertise in tax law. My tenure has been marked by a 2% increase in first-year customer retention, a testament to the effectiveness of the personalized onboarding processes and customer service excellence that I champion.With a strategic focus on education initiatives, I have empowered our clients with tailored tax and software training programs, directly contributing to Drake Software\'s business growth. My commitment to fostering a customer-first culture is unwavering, and it is this commitment that has consistently driven the delivery of high-quality courses, ensuring our clients are well-supported and successful.

Experience

1. Sr Manager, Customer Retention

   Taxwell

   Apr 2025 — Present

   As Sr. Manager of Customer Retention, I lead strategic initiatives that strengthen client relationships, elevate the customer experience, and drive long-term loyalty across the Taxwell brands, both Drake Software and TaxAct Professional. I champion a customer-first mindset, designing retention-focused onboarding journeys and engagement strategies that align with both business objectives and client needs.I regularly share insights and best practices as an industry speaker and internal thought leader, helping shape the broader conversation around customer success, retention strategy, and scalable growth in the tax technology space.