Customer Success Manager
Intuit Financial Services
Overview
As a Customer Success Manager, you are an experienced professional who operates with a high degree of independence. Moving beyond standard playbooks, you will interpret unique business needs and apply the Intuit Enterprise Suite (IES) to solve them.
Your mission is to manage the health of a high-volume portfolio of approximately 300 accounts. You will act as a strategic consultant, guiding customers from basic setup to Operational Integrationensuring their marketing and financial data work together in one unified ecosystem.
Responsibilities
- Strategic Portfolio Management: Autonomously manage a pooled book of business using data-driven outreach to drive product adoption.
- Workflow Consultation: Act as a consultant to explain the business benefits of integrations, such as how syncing Mailchimp with IES improves cash flow and reduces manual entry.
- Risk Mitigation: Identify and resolve "churn-risk" by diagnosing whether hurdles are technical, functional, or operational before they escalate.
- Peer Mentorship: Serve as a mentor to junior associates, demonstrating how to shift from task execution to value-based consulting.
Qualifications
- Experience: 2+ years in customer success, B2B SaaS, finance, or bookkeeping.
- Education: Bachelors degree in Accounting, Finance, Economics, or a related field (or equivalent work experience).
- Technical Knowledge: Practical knowledge of mid-market business operations and the "Lead-to-Ledge" lifecycle; ability to interpret customer needs without a script; strong time management for high-volume portfolio management.
- Skills: Ability to interpret customer needs without a script and manage a high-volume workload effectively.
- Bonus: Relevant certifications, such as Bookkeeping, are a plus.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Vacancy posted 3 days ago
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