Client Success Manager

Intuit - Plano, TX

Full-time - Entry Level

Plano, TX

10,001+ employees

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services

About the position

The Client Success Manager at Intuit plays a crucial role in ensuring a successful transition for new PTG clients from their previous professional tax software to Intuit's products. This position focuses on establishing product confidence and a solid foundation for clients during their critical first year, ultimately aiming for renewal and retention of PTG ecosystem products. The role involves collaboration with various teams and managing the end-to-end customer experience, including onboarding, training, and support.

Responsibilities

• Conduct in-person onboarding sessions for Intuit's professional tax software and ecosystem.
• Proactively outreach to customers in their first year, including sales recommendations and follow-ups.
• Maintain and manage internal tasks related to the role and KPI metrics.
• Utilize SalesForce and associated applications to manage workflows and customer interactions.
• Provide exceptional teamwork while partnering across all partners and stakeholders.
• Attend team meetings, offsites, and other required meetings; both virtual and in person.
• Attend trade shows, virtual or in person, when needed.
• Handle any other special projects or work as needed.

Requirements

• 2 years experience in sales or customer success required; technology or SaaS environment preferred.
• Experience with software onboarding, implementation, or data conversion preferred.
• Experience with Microsoft Office Suite, Google Suite, and CRM tools required; Salesforce preferred.
• Tax and Accounting knowledge preferred.
• Exceptional customer relationship building skills.
• Skilled at teaching and explaining complex information.
• Excellent written and oral communication skills.
• Strong analytical capabilities for advanced problem-solving.
• History of meeting and exceeding KPIs.
• Highly organized with strong ability to manage workflows and priorities.
• Proven ability to exercise good judgment across customer and coworker interactions.
• Ability to work cross-functionally in a fast-paced environment.
• High degree of flexibility and a 'think-outside-the-box' mentality.
• Coachable and open to sharing feedback.
• Bachelor's Degree a plus; or equivalent work experience.