Remote Customer Success Manager, FinTech Services

Intuit; Mountain View (CA); On-site; USD 141,000 - 191,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Job summary

Intuit is seeking a Customer Success Manager to drive adoption and value for Mid-Market QuickBooks Services customers. You will manage a dedicated book of business, build senior-level relationships, and guide customers through strategic value realization across our financial and payroll offerings.

You will collaborate with Sales, Marketing, Product, and Support to ensure a cohesive customer journey, identify risks, and advocate for customers’ needs, while leveraging CRM and success platforms to

Qualifications

• 3+ years in a customer success role, managing a mid-market book of business.
• Strong consultative problem-solving and issue-resolution skills.
• Excellent communication, with experience presenting strategy in multiple formats.

Responsibilities

• Manage a dedicated book of business and overall customer success.
• Build relationships with key decision makers across customer teams.
• Lead strategy discussions to maximize value from Intuit QuickBooks Services.
• Develop risk mitigation plans and monitor customer health.
• Collaborate with cross-functional teams to ensure a connected customer experience.
• Identify upsell opportunities to grow the install base.

Skills

Customer success

Negotiation

Communication

B2B SaaS

CRM systems

Tools

Salesforce

Gainsight

Job description

Intuit is seeking a Customer Success Manager to drive adoption and value for Mid-Market QuickBooks Services customers. You will manage a dedicated book of business, build senior-level relationships, and guide customers through strategic value realization across our financial and payroll offerings.

You will collaborate with Sales, Marketing, Product, and Support to ensure a cohesive customer journey, identify risks, and advocate for customers’ needs, while leveraging CRM and success platforms to