Partner Customer Success Manager (Accounting)
Intuit Inc.
At Intuit, our Partner Success Managers (PSMs) are the cornerstone of our relationship with our most influential accounting partners. This role is a mission-critical position that directly impacts the success of accounting firms who, in turn, recommend and manage our products for countless businesses. As a PSM, you will own the end-to-end journey for a portfolio of high-value firms as a dedicated strategic partner and trusted advisor. Your mission is to foster deep, lasting relationships, drive platform adoption, and quarterback complex integrations and implementations to ensure a seamless, premium VIP experience. You will collaborate closely with Sales, Professional Services, Support, and Product teams to ensure proactive engagement, and as a trusted advisor, help firms unlock the full value of Intuit’s ecosystem in a seamless experience. If you thrive in a fast-paced, customer-centric environment, enjoy solving complex problems, and are passionate about empowering our partners to succeed, this role is for you. Responsibilities Serve as a dedicated strategic partner, ensuring accounting firms fully leverage Intuit’s platform to meet their needs. Manage the end-to-end firm experience from implementation to renewal, connecting the right teams—Sales, Professional Services, Support, and Product teams—to ensure a cohesive and high-quality experience that drives accountant satisfaction and platform adoption. Act as an accountant advocate, anticipating challenges and coordinating with internal teams (Sales, Professional Services, Support, and Product teams) to resolve issues efficiently. Conduct regular check-ins, business reviews, and proactive outreach to assess firm health and provide guidance. Drive ongoing product education for firms on platform features, product capabilities, and best practice, helping them extract maximum value. Monitor key success metrics including support KPIs, usage trends, and subscription growth / attrition indicators to identify expansion and retention opportunities in partnership with the Sales team. Lead retention and renewal planning to ensure Accountants see long-term value and remain engaged. Capture and translate recurring product pain points into roadmap insights, advocating for enhancements that improve the accountant experience. Qualifications 3+ years of experience in Customer Success, Account Management, or B2B client or partner engagement. Working understanding of accounting and bookkeeping fundamentals and accounting firm workflows, with 1+ years experience in an accounting/bookkeeping environment. Strong background in accounting or bookkeeping, with a preference for experience in a mid-market environment. This includes an understanding of complex financial management systems and familiarity with AI-driven forecasting. Proven track record of driving product adoption, improving retention, and delivering business value within a large-scale matrixed organization. Strategic problem solving skills and critical thinking to proactively identify risks and implement solutions. You can look beyond the 'here and now' to foresee challenges and develop innovative solutions. Data-driven mindset with proficiency in customer success tools (e.g., Quickbase, Salesforce) and analytics dashboards, leveraging insights to drive seamless firm experiences. Excellent communication and relationship management skills, capable of guiding Accounting Firms at all levels. 2+ years experience in SaaS, cloud-based enterprise solutions, or financial management platforms. Ability to work cross-functionally with Sales, Professional Services, and Product Support teams to drive seamless Accountant experience. Accounting or bookkeeping courses or certifications preferred. Up to 30% travel time to partner sites. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will 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. #J-18808-Ljbffr Intuit Inc.
$117k - $185k
...Sr. AI Growth Partner (Sr. Customer Success Manager) - Spanish Speaking The Sr. AI Growth Partner (Sr. Customer Success Manager) - Spanish Speaking... ...acquisition/talent management/learning/etc., customer success, or account management ~ Ability to travel 10-15% ~ Proficiency...SuggestedWork at office3 days per week$130k - $150k
...the heart of everything we do. From our customers and partners to our greatest advantage — our team... ...What You’ll Do: The Strategic Partner Success Director is a high-impact, individual... ...Responsibilities Partner Relationship Management: Oversee and grow relationships with top...SuggestedWork experience placement- ...Strategic Partnerships team recruits new customers and partners that contribute technological... ...Stellarus. The Senior Director, Partner Account Management will report to the VP, Business... ..., ensuring partnerships are successfully launched, scaled, and managed over...Suggested
$125k - $130k
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$73.5k - $212.28k
...unique strengths, and managing performance to deliver... ...that contribute to the success of our Firm. You are... ...execution, and completion. Partner with team leadership... ...manage client service accounts, and drive assigned... ...sensitive company or customer information, handling...Full timeH1bWork at officeRemote work- Nashville Public Radio is seeking an experienced professional for channel/partner management. The ideal candidate should have over 10 years of experience within an IAM/IGA organization and possess in-depth knowledge of partner ecosystems. This role includes conducting...
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$75k - $100k
...Customer Success Manager Remote - US What You Will Be Doing Manage a portfolio of 30+ accounts across the full customer lifecycle, from implementation handoff through... ...outreach across your portfolio Partner closely with Sales, Pre-Sales, Professional...Remote workFlexible hours$85k - $95k
...Actabl Customer Success Manager Denver, Colorado At Actabl, the Customer Success Manager plays a pivotal role owning the strategic relationship... ...5 years of customer-facing experience in Customer Success, Account Management, or a related field, particularly within a...Work at officeNight shift$70k - $100k
...on how we build the product, serve our customers, and grow the business. If you thrive in... ...ROLE We're looking for a Customer Success Manager who will own the full customer journey... ...Relationship Management: Own a portfolio of SMB accounts, building trusted relationships that...Shift work- ...Customer Success Manager The Customer team is the cornerstone of renewals and expansion at Tractian, driving lifetime value, retention, and... ...managing both internal and external resources; Drive customer accounts growth by delivering successful ROI and relationship...Immediate start
$150.1k - $227k
...efforts. Job Category Customer Success Job Details About... ...Salesforce. The Customer Success Manager, Senior Manager is a highly... ...as a primary strategic partner who maintains a continual... ...Your Impact Strategic Accountability and Account Leadership...Work at officeFlexible hours3 days per week$86k - $129k
...seeking multiple talented, passionate and strategic Senior Customer Success Managers in our Lifecyle Solutions & Services (LSS) organization.... ...guidance. The Senior CSM acts as the single point of accountability for customer success, retention, and expansion while serving...Local area$87k - $172k
MongoDB and Customer Success MongoDB’s mission is to empower innovators... ...investment. Senior Customer Success Manager The Role As a Senior... ...of Enterprise (G2000) accounts, acting as a lead strategic... ...business-critical outcomes. Partner with senior technical and business...Work experience placementLocal areaWorldwideFlexible hours$65k
...Customer Success Manager (GA, Tucker)GA, Tucker About the Role: The Customer Success Manager (... ...resolved quickly and professionally. Partner with operations and regional... ...retention goals by assisting with new account development, same-store growth, and profitability...Work at officeNight shift- ...for you. With over $1B in ARR, 250,000+ customers, and a global team, we're serious about... ...way the world works. The Customer Success Team is the trusted advisor for building... ...a Technical CSM, you'll go beyond just managing accounts, and become the architect of digital evolution...Local areaRemote workVisa sponsorship
- ...Customer Success Manager At Finastra, we're a global leader in financial services software, dedicated... ...business strategy insight, and strong account management skills to ensure customers... ...s solutions and services. You will partner closely with Account Executives from...Immediate startWorldwide
$59.2k - $98.6k
...Do you enjoy partnering with customers to help them achieve meaningful outcomes... ...Clinical Solutions Customer Success organization. We work closely... ...RoleThe Customer Success Manager I (CSM) is the primary post... ...relevant outcomes Support account growth by surfacing...Work at officeLocal area- ...Solution Customer Success Manager (S-CSM) – Finance To Apply Now - email your resume to ****@*****.*** Who:... ...office, on-site with collaboration across internal teams and partners. When: Full-time position; standard weekdays with cross...Full timeWork at officeWeekday work
- ...Customer Success Manager FlowPath is looking for their first Customer Success Manager to join our team. As a Customer Success Manager, you will be "delighting" customers every step of their onboarding journey through their lifetime as a customer. You will help create...Casual workWork from homeFlexible hours
$128.6k - $193k
...Customer Success Manager, Enterprise Stripe is a financial infrastructure platform for businesses... ...working closely with sales, technical account managers, and operations teams to engage... ..., and technical conversations. • Partner closely with account executives and technical...- ...sector to deliver world-class customer experiences. Today, Qmatic... ..., serving customers and partners across Europe, North America... ...worldwide. The Role The Customer Success Manager is responsible for managing... ...support adoption, monitor account health, facilitate renewals,...Contract workWorldwide
- Customer Success Manager (Money) Category Customer Success, Customer Experience Location Atlanta,... ...roadmap to achieve success and share in accountability of their success. Monitor customer... ...quality, effectiveness, and efficiency. Partner with different teams at Intuit to "...Worldwide
$120k
Title: Customer Success Manager Location: Vinings, GA (Hybrid, 2-3 days Per Week) Compensation: OTE... ...Sales & Success This isn’t your typical account management role. This is an... ...explosive growth requires a dedicated partner to ensure our clients succeed, stay, and...Immediate start2 days per week3 days per week$72k - $128.26k
...Position Overview The Business Customer Success Manager (CSM) plays a strategic role in driving... ...solutions. You will manage a portfolio of accounts primarily within the Architecture,... ..., and Construction (AEC) industry, partnering closely with customer stakeholders to...For contractorsWork at office- ...Customer Success Manager (CSM) LeanData helps the world's fastest-growing companies automate, simplify... ..., you will be the primary post-sale partner, responsible for ensuring that a... ...Communication Partner closely with Sales (Account Managers), Professional Services, and...Full timeWork experience placementFlexible hours
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