Partner Customer Success Manager (Accountant)

Overview

At Intuit, our Partner Success Managers (PSMs) are the cornerstone of our relationship with our most influential accounting partners. This role is a mission-critical position that directly impacts the success of accounting firms who, in turn, recommend and manage our products for countless businesses. As a PSM, you will own the end-to-end journey for a portfolio of high-value firms as a dedicated strategic partner and trusted advisor. Your mission is to foster deep, lasting relationships, drive platform adoption, and quarterback complex integrations and implementations to ensure a seamless, premium VIP experience.

You will collaborate closely with Sales, Professional Services, Support, and Product teams to ensure proactive engagement, and as a trusted advisor, help firms unlock the full value of Intuit’s ecosystem in a seamless experience. If you thrive in a fast-paced, customer-centric environment, enjoy solving complex problems, and are passionate about empowering our partners to succeed, this role is for you.

Responsibilities

• Serve as a dedicated strategic partner, ensuring accounting firms fully leverage Intuit’s platform to meet their needs.
• Manage the end-to-end firm experience from implementation to renewal, connecting the right teams—Sales, Professional Services, Support, and Product teams—to ensure a cohesive and high-quality experience that drives accountant satisfaction and platform adoption.
• Act as an accountant advocate, anticipating challenges and coordinating with internal teams (Sales, Professional Services, Support, and Product teams) to resolve issues efficiently
• Conduct regular check-ins, business reviews, and proactive outreach to assess firm health and provide guidance.
• Drive ongoing product education for firms on platform features, product capabilities, and best practice, helping them extract maximum value.
• Monitor key success metrics including support KPIs, usage trends, and subscription growth / attrition indicators to identify expansion and retention opportunities in partnership with the Sales team.
• Lead retention and renewal planning to ensure Accountants see long-term value and remain engaged.
• Capture and translate recurring product pain points into roadmap insights, advocating for enhancements that improve the accountant experience.

Qualifications

• 3+ years of experience in Customer Success, Account Management, or B2B client or partner engagement.
• Working understanding of accounting and bookkeeping fundamentals and accounting firm workflows, with 1+ years experience in an accounting/bookkeeping environment.
• Strong background in accounting or bookkeeping, with a preference for experience in a mid-market environment. This includes an understanding of complex financial management systems and familiarity with AI-driven forecasting.
• Proven track record of driving product adoption, improving retention, and delivering business value within a large-scale matrixed organization.
• Strategic problem solving skills and critical thinking to proactively identify risks and implement solutions. You can look beyond the "here and now" to foresee challenges and develop innovative solutions.
• Data-driven mindset with proficiency in customer success tools (e.g., Quickbase, Salesforce) and analytics dashboards, leveraging insights to drive seamless firm experiences.
• Excellent communication and relationship management skills, capable of guiding Accounting Firms at all levels.
• 2+ years experience in SaaS, cloud-based enterprise solutions, or financial management platforms.
• Ability to work cross-functionally with Sales, Professional Services, and Product Support teams to drive seamless Accountant experience.
• Accounting or bookkeeping courses or certifications preferred.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.