Intuit Inc

Customer Success Manager (Money)

Intuit Inc • $90K — $120K *
Frisco, TX 75034In-Person
Finance & Insurance
Less than 5 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • 3+ years in customer success, with 2+ years managing mid-market accounts.
  • Strong consultative and problem-solving skills essential.
  • Highly organized with strong attention to detail and time management.
  • Self-motivated and results-driven with a history of balancing demanding tasks.
  • Strong negotiation skills, adept at managing financial conversations and cancellations.
  • Ability to build and maintain relationships and escalate issues as needed.
  • Familiarity with financial services and workforce management solutions.

Responsibilities

  • Manage a dedicated book of business to ensure customer success.
  • Build relationships with key decision-makers across customer teams.
  • Engage in strategic discussions to maximize customer value from Intuit solutions.
  • Define success metrics for customers and outline actionable roadmaps.
  • Monitor customer health and implement risk mitigation strategies.
  • Resolve customer issues by aligning them with appropriate resources.
  • Share best practices with team members to enhance process efficiency.
  • Partner across teams to address customer needs and ensure satisfaction.

Benefits

  • Competitive compensation package with performance-based rewards.
  • Potential eligibility for cash bonuses and equity rewards.
  • Comprehensive benefits package to support work-life balance.
Full Job Description
The QuickBooks Money Customer Success team is focused on engaging, driving value and feature adoption to our highest-value Mid-Market customers throughout their Intuit QuickBooks journey.

Our team uses a consultative approach to guide customers through their lifecycle, surfacing ideas, innovations, integrations, and capabilities supporting our customers' business goals. We are looking for a Customer Success Manager interested in using creativity to solve problems, build long-term relationships, and help businesses use our innovative money solutions-including payment processing, lending, and cash flow management tools-to run and grow their business.

This role is a founding team member who will help in defining what this program looks like through the motions that we test and the conversations and needs that we uncover from our customers.

We share a commitment to delivering the best possible experiences to drive adoption, growth, and customer advocacy. Customer Success Managers are the trusted advisors for each of their customers. You will connect with key influencers and power users to evaluate the strength of our business relationship, dig for pain points, gather and document product feedback, and act as a product advocate.

We collaborate internally with Sales, Marketing, Product, Support, and other teams to provide a connected experience for our customers. You must be able to identify risks to customer satisfaction proactively and collaborate across product and operational lines to pursue solutions and advocate for our customers.

Responsibilities
  • Manage customer relationships via a dedicated book of business model where you're responsible for the overall success of your customers.
  • Build and foster relationships with key decision makers and stakeholders across multiple customer teams.
  • Engage customers in strategy conversations to derive maximum value from their investment in Intuit QuickBooks Money and other Financial/Workforce Management Services.
  • Along the way, you will get to know Intuit QuickBooks service offerings incredibly well and help your customers fully adopt
  • Define what success means for your customers and produce detailed plans outlining a roadmap to achieve success and share in accountability of their success.
  • Monitor customer health and create risk mitigation plans where needed.
  • Resolve customer inquiries by aligning customers with the right resources.
  • Develop and share best practices with team members to continually improve our processes' quality, effectiveness, and efficiency.
  • Partner with different teams at Intuit to 'solve for the customer', including onboarding, up-sell, and product, etc.
  • Along the way, you will get to know Intuit QuickBooks Money's software incredibly well and help your customers fully adopt the platform.
  • Promote the growth of your install base by uncovering, scoping, and qualifying opportunities where customers can use more Intuit QuickBooks products and services to ensure customer retention and growth.


Qualifications
  • 3+ years experience in a customer success role with at least 2 years of managing a dedicated book of business in the mid-market space.
  • Business savvy with consultative, problem solving, and issue resolution skills.
  • Well-organized, with a high attention to detail and ability to prioritize and time manage for successful execution.
  • Motivated self-starter who is hungry to learn and can provide strong examples of how they have achieved results while balancing demanding expectations.
  • Strong negotiation skills, comfortable navigating financial conversations, and dealing with cancellations.
  • It's easy for you to build and maintain relationships, manage expectations, and identify issues that require escalation.
  • Knowledge of financial services (i.e. payment processing, money movement, spend management) and/or Payroll/Workforce Management solutions or the aptitude to learn it quickly and independently is required.
  • Excellent phone, written, and verbal communication skills. Familiar with presenting strategy verbally in person, over the phone, and in email.
  • The ability to thrive in a fast-paced environment.
  • Experience with B2B SaaS & financial software is a huge plus.
  • Experience with Salesforce, Gainsight, or other CRM and Customer Success platforms.
  • Experience managing a book of business for Mid-Market (MM) customers.
  • Some travel required (up to 15%).


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 ). 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. The expected base pay range for this position is:

About Intuit Inc

Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals. The company’s product portfolio includes TurboTax, a software solution that offers free tax filing, efile taxes, and income tax returns; Quicken; QuickBooks; Mint.com, and more. It also offers end-to-end solutions for online tax preparation, download products, mobile tax prep, mortgage interest and property tax, corporations tax, military tax, and more. Intuit was founded by Tom Proulx and Scott Cook in 1983 and is based in Mountain View, California. The company serves customers in North America, Asia, Europe, and Australia with offices in the United States, Canada, India, U.K., and Singapore.

Intuit Inc Careers

Join the dynamic team at Intuit Inc, a global powerhouse in financial software, where innovation, leadership, and diversity training are at the heart of everything we do. This is an unparalleled opportunity to advance your career with a company that is committed to empowering communities and small businesses with innovative financial solutions.

Work You’ll Do

At Intuit Inc, you’ll be part of a culture that cherishes innovation and values the unique perspectives of its team members. You will collaborate with some of the brightest minds in the industry, using your skills to influence the future of technology and finance. Our team at Intuit Inc is driven by the mission to power prosperity around the world, and you can be at the forefront of this transformation.

Explore Job Opportunities and Growth

Intuit’s career paths are as diverse as the innovative solutions we provide to millions. From finance to software engineering, our job opportunities span across multiple disciplines. Whether you’re looking for a full-time position, an internship, or leadership roles, Intuit offers a world of opportunities for professional growth. Our hiring process is designed to identify and attract professionals who are not only skilled but are also passionate about making a difference.

Professional Development and Benefits

Invest in your future with Intuit’s industry-leading benefits and professional development opportunities. Our employees enjoy comprehensive benefits that ensure their personal and professional satisfaction, including health, wellness, and continuous learning perks. At Intuit, we also understand the importance of diversity training and leadership development, providing various programs that foster an inclusive environment.

Join Our Team

Embark on a journey of growth and innovation at Intuit Inc. Search open positions that match your skills and interests. We are looking for curious, creative, and solution-driven team players. Prepare your resume, ace the interview, and join a team that’s committed to creating solutions that power prosperity around the globe.

Networking and Career Advancement

At Intuit Inc, networking and internal mobility are encouraged to foster professional growth and innovation. Connect with leaders and peers through our various networking events, mentorship programs, and collaborative projects. With support at every step of your career, the opportunities at Intuit are limitless.

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Explore Careers at Intuit Inc

Discover the exciting and rewarding career opportunities awaiting you at Intuit Inc. Let your ambition lead you to success. Join us in our mission to power prosperity and contribute to our journey of continuous innovation.

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At Intuit Inc, every role is a chance to innovate, grow, and make an impact. Join us, and together let's shape the future of finance.
Learn more about Intuit Inc
Size
13,500 employees
Market Cap
$107.4 billion
Industry
Consumer Technology
Net Income
$1.7 billion
Founded
1983
5 Year Trend
+19.6%
Revenue
$7.7 billion
NASDAQ
INTU
* Ladders Estimates

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