Intuit Inc.
Overview
At Intuit,
our Customer Success Managers (CSMs) are trusted advisors, dedicated to helping our mid-market customers achieve success
with
Intuit Enterprise Suite (IES) . As a CSM, you will build lasting relationships with businesses, guiding them through onboarding, product adoption, and ongoing value realization. Your role is pivotal in
driving customer retention, optimizing engagement, and identifying opportunities for expansion . You will work closely with mid-market businesses that rely on
IES for financial management, payroll, HR, marketing, and cash flow automation , ensuring they maximize the platform’s potential. If you thrive in a
fast-paced, customer-first environment, enjoy problem-solving, and are passionate about enabling business success , this is the role for you.
Responsibilities
Serve as a
dedicated trusted advisor , ensuring customers fully leverage IES to meet their business needs. Own the
customer lifecycle , driving product adoption and customer satisfaction. Conduct
regular check-ins, business reviews, and proactive outreach
to assess customer health and provide guidance. Guide customers on high level
IES features, best practices, and AI-powered insights
to improve efficiency and growth. Act as a
customer advocate , anticipating challenges and coordinating with internal teams (Sales, Support, Product) to resolve issues efficiently. Monitor key customer success metrics, such as
health scores, usage trends, and retention indicators , to identify risk and expansion opportunities. Proactive identification of additional Intuit product ecosystem solutions to bring value to customers needs, and collaboration with Account Managers to introduce relevant products and services. Lead
churn prevention strategies , ensuring customers see long-term value and remain engaged. Provide consistent
feedback to support teams , influencing enhancements that better serve mid-market businesses.
Qualifications
5+ years of experience in
Customer Success, Account Management, or B2B Client Engagement . Experience working with
mid-market customers , in industries that require
multi-entity financial management, inventory tracking, and AI-driven forecasting . Proven track record of
driving product adoption, improving retention, and delivering business value . Strong problem-solving skills with the ability to
proactively identify risks and implement solutions . Excellent communication and relationship management skills, capable of guiding customers at all levels. Experience in
SaaS, cloud-based enterprise solutions, or financial management platforms . Ability to
work cross-functionally
with Sales, Support, and Product teams to drive seamless customer experiences. Data-driven mindset with proficiency in
customer success tools (e.g., Quickbase, Salesforce) and analytics dashboards . Familiarity with Intuit product offerings
Accounting or bookkeeping knowledge strongly preferred
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At Intuit,
our Customer Success Managers (CSMs) are trusted advisors, dedicated to helping our mid-market customers achieve success
with
Intuit Enterprise Suite (IES) . As a CSM, you will build lasting relationships with businesses, guiding them through onboarding, product adoption, and ongoing value realization. Your role is pivotal in
driving customer retention, optimizing engagement, and identifying opportunities for expansion . You will work closely with mid-market businesses that rely on
IES for financial management, payroll, HR, marketing, and cash flow automation , ensuring they maximize the platform’s potential. If you thrive in a
fast-paced, customer-first environment, enjoy problem-solving, and are passionate about enabling business success , this is the role for you.
Responsibilities
Serve as a
dedicated trusted advisor , ensuring customers fully leverage IES to meet their business needs. Own the
customer lifecycle , driving product adoption and customer satisfaction. Conduct
regular check-ins, business reviews, and proactive outreach
to assess customer health and provide guidance. Guide customers on high level
IES features, best practices, and AI-powered insights
to improve efficiency and growth. Act as a
customer advocate , anticipating challenges and coordinating with internal teams (Sales, Support, Product) to resolve issues efficiently. Monitor key customer success metrics, such as
health scores, usage trends, and retention indicators , to identify risk and expansion opportunities. Proactive identification of additional Intuit product ecosystem solutions to bring value to customers needs, and collaboration with Account Managers to introduce relevant products and services. Lead
churn prevention strategies , ensuring customers see long-term value and remain engaged. Provide consistent
feedback to support teams , influencing enhancements that better serve mid-market businesses.
Qualifications
5+ years of experience in
Customer Success, Account Management, or B2B Client Engagement . Experience working with
mid-market customers , in industries that require
multi-entity financial management, inventory tracking, and AI-driven forecasting . Proven track record of
driving product adoption, improving retention, and delivering business value . Strong problem-solving skills with the ability to
proactively identify risks and implement solutions . Excellent communication and relationship management skills, capable of guiding customers at all levels. Experience in
SaaS, cloud-based enterprise solutions, or financial management platforms . Ability to
work cross-functionally
with Sales, Support, and Product teams to drive seamless customer experiences. Data-driven mindset with proficiency in
customer success tools (e.g., Quickbase, Salesforce) and analytics dashboards . Familiarity with Intuit product offerings
Accounting or bookkeeping knowledge strongly preferred
#J-18808-Ljbffr