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Intuit

Tax, accounting, and personal-finance software

Director – Customer Success - Accounting Firms & Partnerships

Customer SuccessConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • Substantial senior leadership experience managing senior-level employees and/or other managers, with a history of hiring, developing and engaging high-performing teams.
  • Cross-functional leadership experience, partnering to influence functions at all levels and build organizational alliances for data-backed systemic solutions.
  • Experience building or scaling reseller and partner programs, including Value Added Resellers and Qualified Service Providers, and enabling partners to provide implementation and data migration services; familiarity with the accounting, bookkeeping and tax ecosystem is an asset.
  • Ability to define overall strategy for business growth and apply external expertise, data and networks to leverage best practices and trends.
  • Customer-focused design mindset with strengths in product management or experience design, ideally in SaaS, self-help or CRM; comfort with AI and agentic product capabilities is required.
  • Business acumen and a track record delivering growth-accelerating programs and developing clear business cases for prioritization.
  • Experience managing or working with customer support organizations and operations, directly or through a business process outsourcing provider, including partner-delivered support models.
  • Experience managing and executing complex organizational and program change in a dynamic environment, such as leading a large end-to-end program transition.
  • Excellent written and verbal communication skills, including simplifying complex issues, and proficiency in Microsoft Word, Excel and PowerPoint.

Responsibilities

  • Build and execute a Customer Success vision for partners and accounting firms, aligned to segment goals and designed to deliver seamless, transparent and frictionless experiences that sustain mutual growth.
  • Lead, organize and scale a Customer Success practice accountable for the end-to-end partner and firm experience, including onboarding, adoption, proactive health management and support excellence across the product portfolio.
  • Lead, coach and develop a well-integrated Customer Success team across geographies and segments; set clear goals, manage performance and foster trust, transparency and continuous growth.
  • Enable channel partners and firms, including Value Added Resellers and Qualified Service Providers, to resell solutions and build practices around value-added services such as implementation and data migration.
  • Drive seamless onboarding and deep adoption of Intuit Accountant Suite, including agentic capabilities such as Books Close, to create measurable value and position firms for growth.
  • Support firms serving emerging and mid-market clients on QuickBooks Advanced and Intuit Enterprise Suite, scaling enablement and service-delivery models for complex, multi-entity customer needs.
  • Define and maintain persona-based playbooks, such as Partner Customer Success Manager and Partner Implementation Consultant, to standardize partner and firm onboarding, enablement and growth.
  • Lead verticalization of playbooks; train and empower service-delivery counterparts to support firms and their clients by industry vertical, such as construction, and through agentic capabilities.
  • Lead the Customer Success transition to Intuit ProPartner, launching in FY27, ensure a smooth rollout, and reshape support into an accountant-to-accountant relationship that improves service.
  • Maintain a Voice of Customer feedback loop, aggregate quantitative and qualitative insights, and partner with Product, Marketing and Engineering to remove friction and improve products, policies and communications.
  • Define end-to-end partner and firm value journeys and enablement programs that accelerate time to benefit through feature adoption, proactive health management and retention.
  • Build proactive and reactive support excellence that meets partners and firms where they are and combines AI with Human Intelligence.
  • Establish business goals and customer and employee measures that shift Customer Success toward a serve-to-sell ecosystem, and partner with Growth and Revenue to identify expansion opportunities.
  • Track trends across Customer Success, the accounting ecosystem and applied AI to inform innovative thought leadership.

Desired Qualifications

  • Fluency with the accounting, bookkeeping and tax ecosystem is a strong asset.

About the Company

Intuit

Tax, accounting, and personal-finance software

Intuit provides financial technology tools for consumers and small businesses. Its main products are TurboTax for tax preparation, QuickBooks for accounting, and Mint for personal finance management. These tools typically operate on a subscription basis or behind transaction fees, with features that help users file taxes, track income and expenses, and manage budget and goals. The software ecosystem is designed to connect tax, accounting, and personal finance in one place, improving workflows for individuals, freelancers, and small business owners. Security is a priority, with measures like multi-factor authentication and anti-fraud protections to protect user data. Intuit’s goal is to help people achieve financial well-being by educating users and delivering easy-to-use, reliable financial software across different needs and customer segments.

Company size
10,001+
Company stage
IPO
Headquarters
Mountain View, CA
Founded
1983

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