Remote Strategic CSM, Mid-Market Services

Intuit; San Diego (CA); On-site; USD 126,000 - 171,000; Full time

Benefits offered by this job

Bonus potential

Equity rewards

Benefits package

Job summary

Intuit is seeking a Customer Success Manager to manage a dedicated book of mid-market customers, guiding value realization and feature adoption across QuickBooks Services in a fast-paced environment.

You will partner with Sales, Product, and Support to map success plans, monitor health, and drive retention and upsell opportunities while delivering proactive risk mitigation for customers in California and beyond.

Qualifications

• 3+ years in customer success with mid-market experience.
• Strong relationship-building and strategic planning abilities.
• Excellent communication across calls, email, and in-person meetings.
• Familiar with financial software or SaaS platforms.
• Ability to manage a book of business and negotiate with stakeholders.

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.

Skills

Customer Success

Mid-Market

B2B SaaS

CRM

Salesforce

Gainsight

Tools

Salesforce

Gainsight

Job description

Intuit is seeking a Customer Success Manager to manage a dedicated book of mid-market customers, guiding value realization and feature adoption across QuickBooks Services in a fast-paced environment.

You will partner with Sales, Product, and Support to map success plans, monitor health, and drive retention and upsell opportunities while delivering proactive risk mitigation for customers in California and beyond.