Intuit · 8 hours ago
Client Success Manager
Plano, TX
Full-time
Remote
Entry, Mid Level
2+ years exp
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Responsibilities
Conduct in-person onboarding sessions (phone, Zoom, or other face to face platforms), for Intuit’s professional tax software and ecosystem: Lacerte, ProSeries, and ProConnect Tax Online.
Proactively outreach to customers in their first year, including attach sales recommendations, initial use follow up, diagnostic checks, and first year renewal outreach and handoff.
Maintain and successfully manage internal tasks related to the role and KPI metrics, including timely responses to customer inquiries via phone and email.
Utilize SalesForce and associated applications to manage workflows, customer interactions, and communications.
Provide exceptional teamwork while partnering across all partners and stakeholders.
Attend team meetings, offsites, monthly check-ins and other required meetings; virtual and in person.
Attend trade shows, virtual or in person, when needed.
Any other special projects or work as needed.
Qualification
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Required
2 years experience minimum in sales or customer success required
Experience with Microsoft Office Suite, Google Suite, and CRM tools required
Exceptional customer relationship building skills
Skilled at teaching and explaining complex information
Excellent written and oral communication skills
Strong analytical capabilities for advanced problem-solving
History and demonstrated ability to meet and exceed KPIs
Highly organized and strong ability to manage workflows and priorities, with strong follow through to completion
Proven ability to display and exercise good judgment across customer and coworker interactions
Ability to work cross-functionally in a fast-paced environment
High degree of flexibility, demonstrating a “think-outside-the-box” mentality
Coachable and open to sharing feedback
Preferred
in a technology or SaaS environment
Experience with assisting customers with software onboarding, implementation, or data conversion or post sales, sales enablement
Salesforce
Tax and Accounting knowledge
Bachelor’s Degree a plus; or equivalent work experience
Company
Intuit
Intuit offers business and financial management solutions for small businesses, consumers, and self-employed individuals.
10,001+ 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
2023 (417)
2022 (808)
2021 (774)
2020 (582)
Funding
Current Stage
Public CompanyTotal Funding
$4.02B2023-09-12Post Ipo Debt· $4B
2017-05-22IPO· undefined
2011-01-19Post Ipo Equity· $6.7M
Leadership Team
Sasan Goodarzi
Chief Executive Officer
Alex Balazs
Chief Technology Officer
Recent News
2024-11-21
Company data provided by crunchbase
