Remote Strategic CSM – Mid-Market Services

Intuit; Atlanta (GA); On-site; USD 110,000 - 170,000; Full time

Job summary

Intuit is seeking a Customer Success Manager for its QuickBooks Services team, focusing on mid-market customers. You will guide customers through value realization and feature adoption across payments, lending, and cash flow tools to help their business grow.

As a founding team member, you will shape the program, build relationships with key stakeholders, monitor health, and collaborate across Sales, Product, Support to deliver a connected customer experience.

Qualifications

• 3+ years in a customer success role, incl. 2+ years managing a dedicated book of business in mid-market.
• Business savvy with consultative, problem-solving, and issue-resolution skills.
• Well-organized with high attention to detail and prioritization abilities.
• Motivated self-starter who can balance expectations and show results.
• Strong negotiation skills in financial conversations and churn prevention.
• Experience with B2B SaaS and financial software is a plus.
• Familiar with CRM platforms and optimizing customer journeys.

Responsibilities

• Manage customer relationships for a dedicated book of business, ensuring overall success.
• Build relationships with key decision makers across customer teams.
• Engage in strategy conversations to derive maximum value from Intuit QuickBooks Services.
• Help customers adopt Intuit QuickBooks offerings and related services.
• Define success metrics and create detailed roadmaps for customer success.
• Monitor customer health and implement risk mitigation plans.
• Resolve inquiries by directing customers to appropriate resources.
• Share best practices to improve processes and efficiency.
• Collaborate with onboarding, sales, product, and support teams to solve for the customer.

Skills

Customer success

Mid-market

Consultative selling

Negotiation

Strategic account mgmt

B2B SaaS

Salesforce

Gainsight

Financial services knowledge

Communication

Tools

Salesforce

Gainsight

Job description

Intuit is seeking a Customer Success Manager for its QuickBooks Services team, focusing on mid-market customers. You will guide customers through value realization and feature adoption across payments, lending, and cash flow tools to help their business grow.

As a founding team member, you will shape the program, build relationships with key stakeholders, monitor health, and collaborate across Sales, Product, Support to deliver a connected customer experience.