Customer Success Manager

divh2Customer Success Manager/h2pAs 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./ppYour 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./ppstrongResponsibilities/strong/pulliStrategic Portfolio Management: Autonomously manage a pooled book of business using data-driven outreach to drive product adoption./liliWorkflow 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./liliRisk Mitigation: Identify and resolve churn-risk by diagnosing whether hurdles are technical, functional, or operational before they escalate./liliPeer Mentorship: Serve as a mentor to junior associates, demonstrating how to shift from task execution to value-based consulting./li/ulpstrongQualifications/strong/pulliExperience: 2+ years in customer success, B2B SaaS, finance, or bookkeeping./liliEducation: Bachelors degree in Accounting, Finance, Economics, or a related field (or equivalent work experience)./liliTechnical 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./liliSkills: Ability to interpret customer needs without a script and manage a high-volume workload effectively./liliBonus: Relevant certifications, such as Bookkeeping, are a plus./li/ul/div