Intuit · 2 weeks ago
Customer Success Manager (Money)
Atlanta, GA
Full-time
Hybrid
Mid Level
3+ years expIntuit is focused on engaging and driving value for their Mid-Market customers through the QuickBooks Money Customer Success team. The Customer Success Manager will build long-term relationships, solve problems creatively, and advocate for customer needs to ensure successful adoption of Intuit's money solutions.
AccountingFinancial ServicesFinTechPaaSSoftware
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 Money
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 Money's 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
Understand technical roadblocks and make recommendations on solution implementation and core integrations using Intuit QuickBooks Money to overcome them
Qualification
Required
3+ years experience in a client-facing/account management role with at least 2 years of managing a dedicated book of business
Business savvy with consultative, problem solving, and issue resolution skills
Well-organized, with a high attention to detail and ability to prioritize and time manage for successful execution
Motivated self-starter who is hungry to learn and can provide strong examples of how they have achieved results while balancing demanding expectations
Strong negotiation skills, comfortable navigating financial conversations, and dealing with cancellations
It's easy for you to build and maintain relationships, manage expectations, and identify issues that require escalation
Knowledge of financial technology, money movement, payment processing, or spend management technology or the aptitude to learn it quickly and independently is required
Excellent phone, written, and verbal communication skills. Familiar with presenting strategy verbally in person, over the phone, and in email
The ability to thrive in a fast-paced environment
Some travel required (up to 15%)
Preferred
Experience with B2B SaaS & financial software is a huge plus
Experience with Salesforce, Gainsight, or other CRM and Customer Success platforms
Experience managing a book of business for Mid-Market (MM) customers
Benefits
Cash bonus
Equity rewards
Benefits
Company
Intuit
Intuit provides financial software solutions to empower individuals and businesses.
10001+ employees
H1B Sponsorship
Intuit has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (693)
2024 (550)
2023 (586)
2022 (842)
2021 (773)
2020 (514)
Funding
Current Stage
Public CompanyTotal Funding
$8.52BKey Investors
JP Morgan Chase
2025-01-31Post Ipo Debt· $4.5B
2023-09-12Post Ipo Debt· $4B
2011-01-19Post Ipo Equity· $6.7M
Leadership Team
Sasan Goodarzi
Chief Executive Officer
Alex Balazs
Chief Technology Officer
Recent News
2026-01-22
2026-01-20
Company data provided by crunchbase