Customer Success Manager

Intuit is a company focused on providing solutions for financial management, and they are seeking a Customer Success Manager. The role involves managing a portfolio of approximately 300 accounts, acting as a strategic consultant to ensure customer satisfaction and operational integration of their marketing and financial data.

Responsibilities:

• Strategic Portfolio Management: Autonomously manage a pooled book of business using data-driven outreach to drive product adoption
• Workflow Consultation: Act as a consultant to explain the business benefits of integrations, such as how syncing Mailchimp with IES improves cash flow and reduces manual entry
• Risk Mitigation: Identify and resolve "churn-risk" by diagnosing whether hurdles are technical, functional, or operational before they escalate
• Peer Mentorship: Serve as a mentor to junior associates, demonstrating how to shift from task execution to value-based consulting

Requirements:

• 2+ years in customer success, B2B SaaS, finance, or bookkeeping
• Bachelor's degree in Accounting, Finance, Economics, or a related field (or equivalent work experience)
• Practical knowledge of mid-market business operations and the 'Lead-to-Ledge' lifecycle
• Ability to interpret customer needs without a script
• Strong time management for high-volume portfolio management
• Ability to interpret customer needs without a script and manage a high-volume workload effectively
• Relevant certifications, such as Bookkeeping, are a plus