Partner Customer Success Manager (Accounting)
IntuitAbout the role
At Intuit, our Partner Customer Success Managers (PCSMs) 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 PCSM, 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
Key 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
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