Intuit · 5 days ago
Customer Success Manager (Mid-Market, Premium Services)
Plano, TX
Full-time
Onsite
Senior Level
5+ years expIntuit is a company that empowers consumers and businesses with powerful financial tools. They are seeking a dynamic Customer Success Manager to serve as the primary contact for high-value customers, ensuring they maximize the benefits of Intuit's products through expert guidance and proactive account management.
AccountingFinancial ServicesFinTechPaaSSoftware
Responsibilities
Proactive Account Management: Build and maintain strong relationships with high-value customers, understanding their unique needs and service. Serve as a point of contact for complex mid market customers. Own the customer lifecycle, driving product adoption and customer satisfaction
Onboarding Support: Provide expert guidance to customers on the onboarding process, ensuring they are effectively trained on our products and can utilize them to their full potential
Expertise: Serve as a subject matter expert on Intuit’s Enterprise Suite features, providing expert guidance to customers on how best to leverage Intuit’s products to meet their needs. Maintain up-to-date knowledge of industry trends and products
Client Support:. Independently respond to complex or ambiguous customer questions and provide expert guidance
High-Impact Customer Issue Management: Collaborate with other teams to efficiently and timely resolve customer issues and improve overall customer satisfaction
Project Management: Utilize strong project management skills to oversee customer-specific initiatives, ensuring timely delivery and success by partnering with cross functional teams. Act as a customer advocate, anticipating challenges and coordinating with internal teams (Sales, Implementation, Customer Support, Product) to support customers
Customer Engagement: Foster a collaborative and engaging environment, always prioritizing the customer. Regularly check in with customers to solicit feedback and ensure satisfaction. Independently assess client needs and recommend appropriate products and solutions. Serve as a dedicated, trusted advisor, ensuring customers fully leverage Intuit’s Enterprise Suite to meet their business needs
Documentation & Reporting: Maintain accurate records of customer interactions, feedback, and service requests. Research and analyze customer success metrics and independently develop strategies for client engagement and relationship development. Provide consistent feedback to support teams, influencing enhancements that better serve customers
Qualification
Required
Minimum 5 years experience in client success management or account management
Minimum of 3 years in a customer-facing role and experience using Financial Management System (FMS) software and/or QuickBooks Online
Passion for helping people and providing the best customer experience possible and driving net revenue retention and customer satisfaction
Extreme ownership of the customer experience; accountable for customer success
Advanced troubleshooting and complex problem-solving abilities
Demonstrated ability to build and maintain strong relationships with clients and stakeholders
Demonstrated ability to work collaboratively in a team environment and contribute positively to team outcomes
Comfortable with ambiguity and change, with an ability to adapt to evolving priorities and requirements
Dependable and committed to delivering high levels of service. Must love engaging with customers and have a strong passion for customer success excellence
Excellent project management skills, with a track record of delivering on commitments
Exceptional communication skills and a professional video presence for customer interactions
Preferred
Bookkeeping or Accounting experience preferred
Benefits
Cash bonus
Equity rewards
Benefits
Company
Intuit
Intuit provides financial software solutions to empower individuals and businesses.
10001+ employees
H1B Sponsorship
Intuit has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (693)
2024 (550)
2023 (586)
2022 (842)
2021 (773)
2020 (514)
Funding
Current Stage
Public CompanyTotal Funding
$8.52BKey Investors
JP Morgan Chase
2025-01-31Post Ipo Debt· $4.5B
2023-09-12Post Ipo Debt· $4B
2011-01-19Post Ipo Equity· $6.7M
Leadership Team
Sasan Goodarzi
Chief Executive Officer
Alex Balazs
Chief Technology Officer
Recent News
2026-01-16
International Accounting Bulletin
2026-01-15
Company data provided by crunchbase