Customer Success Manager (Services)

Intuit, Inc.; Frisco (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Intuit, Inc. is seeking a Customer Success Manager for its QuickBooks Services team in Frisco, TX. You will guide mid-market customers through adoption and value realization, building long-term relationships and deep product know-how.

You will work with Sales, Marketing, Product, and Support to ensure a seamless customer experience, proactively addressing risks and driving renewals and growth for financial software solutions.

Qualifications

• 3+ years in a customer success role with at least 2 years managing a dedicated book of business in the mid-market.
• Strong consultative, problem solving, and issue-resolution skills.
• Well-organized with high attention to detail and prioritization abilities.
• Motivated self-starter who can balance demanding expectations and deliver results.
• Knowledge of financial services (payment processing, money movement, spend management) and/or Payroll/Workforce solutions.

Responsibilities

• Manage customer relationships via a dedicated book of business model for overall success.
• Build relationships with key decision makers across customer teams.
• Engage customers in strategy conversations to derive maximum value from Intuit QuickBooks Services.
• Help customers adopt Intuit QuickBooks offerings and scale usage.
• Define success metrics and roadmaps for customer achievement; share accountability for outcomes.
• Monitor customer health and implement risk mitigation plans where needed.
• Collaborate with onboarding, up-sell, and product teams to solve customer needs.

Skills

Customer success

Account management

Sales negotiations

Communication skills

Problem solving

Time management

CRM usage

Tools

Salesforce

Gainsight

CRM systems

Job description

The QuickBooks Services 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 Services 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 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 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.

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 Intuit: Careers | Benefits). 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.