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Overview

At Intuit, **our Customer Success Managers (CSMs) are trusted advisors, dedicated to helping our mid-market customers achieve success** with **Intuit Enterprise Suite (IES)** . As a CSM, you will build lasting relationships with businesses, guiding them through onboarding, product adoption, and ongoing value realization. Your role is pivotal in **driving customer retention, optimizing engagement, and identifying opportunities for expansion** .

You will work closely with mid-market businesses that rely on **IES for financial management, payroll, HR, marketing, and cash flow automation** , ensuring they maximize the platform’s potential. If you thrive in a **fast-paced, customer-first environment, enjoy problem-solving, and are passionate about enabling business success** , this is the role for you.

What you'll bring

+ 5+ years of experience in **Customer Success, Account Management, or B2B Client Engagement** .

+ Experience working with **mid-market customers** , in industries that require **multi-entity financial management, inventory tracking, and AI-driven forecasting** .

+ Proven track record of **driving product adoption, improving retention, and delivering business value** .

+ Strong problem-solving skills with the ability to **proactively identify risks and implement solutions** .

+ Excellent communication and relationship management skills, capable of guiding customers at all levels.

+ Experience in **SaaS, cloud-based enterprise solutions, or financial management platforms** .

+ Ability to **work cross-functionally** with Sales, Support, and Product teams to drive seamless customer experiences.

+ Data-driven mindset with proficiency in **customer success tools (e.g., Quickbase, Salesforce) and analytics dashboards** .

+ Familiarity with Intuit product offerings

Accounting or bookkeeping knowledge strongly preferred

How you will lead

+ Serve as a **dedicated trusted advisor** , ensuring customers fully leverage IES to meet their business needs.

+ Own the **customer lifecycle** , driving product adoption and customer satisfaction.

+ Conduct **regular check-ins, business reviews, and proactive outreach** to assess customer health and provide guidance.

+ Guide customers on high level **IES features, best practices, and AI-powered insights** to improve efficiency and growth.

+ Act as a **customer advocate** , anticipating challenges and coordinating with internal teams (Sales, Support, Product) to resolve issues efficiently.

+ Monitor key customer success metrics, such as **health scores, usage trends, and retention indicators** , to identify risk and expansion opportunities.

+ Proactive identification of additional Intuit product ecosystem solutions to bring value to customers needs, and collaboration with Account Managers to introduce relevant products and services.

+ Lead **churn prevention strategies** , ensuring customers see long-term value and remain engaged.

+ Provide consistent **feedback to support teams** , influencing enhancements that better serve mid-market businesses.

EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.