Strategic CSM - Mid-Market FinTech Growth

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

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.