Intuit Inc

Proactive Risk Specialist

Intuit Inc • $90K — $110K *
Atlanta, GA 30349In-Person
Business Services
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3-5 years in customer success, account management, or risk/retention analysis within B2B SaaS.
  • Proficient with account health data analysis and health-scoring tools.
  • Experience collaborating with CSMs on retention strategies and action plans.
  • Strong analytical skills and ability to provide actionable recommendations based on data.
  • Familiarity with Salesforce, Gainsight, or similar CRM/health platforms; Jira is a bonus.
  • Highly organized, capable of managing a diverse portfolio of accounts.
  • Understanding of enterprise accounting or ERP systems is advantageous.

Responsibilities

  • Monitor health indicators to proactively identify account risks that may need intervention.
  • Triage at-risk accounts, validating severity and routing to appropriate resolution paths.
  • Collaborate with CSMs to evaluate early-stage risks and formulate preliminary action plans.
  • Maintain and enhance criteria for flagging at-risk accounts, bridging system discrepancies.
  • Track outcomes of interventions to provide feedback on effectiveness to the Risk Team.
  • Act as a liaison among CSMs, Critical Account Managers, and escalation reporting to ensure timely responses to risks.
  • Promote a collaborative, customer-focused team culture that values diversity and inclusion.

Benefits

  • Access to a competitive compensation package with performance-based rewards.
  • Eligibility for cash bonuses and equity rewards based on company programs.
  • Comprehensive benefits package supporting employee well-being and development.
Full Job Description
As Proactive Risk Specialist, you own the earliest stage of the risk lifecycle: monitoring account health signals before an issue becomes a critical escalation, and getting the right intervention moving while there is still time to change the outcome. You work upstream of the Critical Account Manager team, catching risk early and routing it to the right owner before it requires a full critical activation.

This is not a customer support role. It is a proactive, data-informed partner role that works alongside Customer Success Managers and feeds a healthier, better-triaged queue into the rest of the Escalation Management Team.

Responsibilities
  • Monitor account health indicators - health scores, SLA status, product usage signals, and support ticket trends - across the IES book to identify accounts trending toward risk before they require critical activation.
  • Triage newly flagged at-risk accounts, validating severity and routing each to the appropriate owner: CSM-led resolution, Critical Account Manager engagement, or full critical activation.
  • Partner directly with CSMs on early-stage risk accounts, helping frame the issue, identify root cause, and put a lightweight action plan in place before the situation escalates further.
  • Maintain and refine the criteria used to flag at-risk accounts, working with Critical Account Managers and leadership to close gaps between systems (for example, discrepancies between health-scoring tools and other risk signals).
  • Track outcomes of early interventions to build a feedback loop on what is working, and share patterns with the Risk Team Program Manager and CS leadership.
  • Serve as the connective tissue between CSMs, Critical Account Managers, and the escalation reporting layer, ensuring no early risk signal goes unactioned.
  • Contribute to a positive team environment of collaboration, customer empathy, equality, and inclusion.


Qualifications
  • 3-5 years of experience in customer success, account management, or risk/retention analysis in a B2B SaaS or enterprise software environment.
  • Comfortable working with account health data and health-scoring platforms to identify trends and flag risk early.
  • Experience partnering with CSMs on retention or risk conversations, including framing issues and building lightweight action plans.
  • Strong analytical instincts paired with strong communication skills - able to translate a data signal into a clear, actionable recommendation.
  • Familiarity with Salesforce, Gainsight, or a comparable CRM/health platform; Jira experience a plus.
  • Well organized, with the ability to monitor a broad account portfolio and prioritize which signals need action first.
  • Experience with or exposure to enterprise accounting, ERP platforms, or multi-entity financial workflows is a plus.

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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.

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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