Full-Time

Director – Customer Experience Management

Midmarket

Posted on 9/11/2025

Intuit

Intuit

10,001+ employees

Tax, accounting, and personal-finance software

No salary listed

San Diego, CA, USA

In Person

Category
Customer Experience & Support (2)
,
Required Skills
UI/UX Design
Product Management
Word/Pages/Docs
Marketing
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Substantial senior leadership experience, managing senior level employees and/or other managers
  • Cross-functional leadership experience, partnering to influence different functions at all levels
  • Defines the overall strategy to ensure business growth
  • Customer champion with a design mindset and demonstrated strengths in product management or experience design (ideally with SaaS, Self-Help, or CRM environment)
  • Business acumen with proven ability to deliver programs that accelerate organizational growth objectives
  • Demonstrated strength managing or working with customer support organizations and operations (direct or via BPO)
  • Experience in a dynamic work environment, managing and executing complex system and organizational change initiatives
  • Excellent written and verbal communication skills including an ability to communicate complex issues simply
  • Proficient in MS Word, Excel, and PowerPoint
Responsibilities
  • Build and execute a vision for Customer Experience that is aligned to strategic customer segment expectations and goals, for seamless, transparent and frictionless experiences that sustain mutual growth
  • Lead, organize and scale a Customer Experience (CX) practice within the organization
  • Aggregate quantitative and qualitative insights, and collaborate with marketing, product development and product management to build, fix and enhance our products, policies, and communication
  • Use advocacy and inquiry to disrupt and challenge the status quo, proposing broad and strategic solutions to ensure product design eliminates friction and provides the best possible experience
  • Define the optimal framework and ways of working, through end-to-end customer ‘value’ journeys and customer education programs that drive speed to benefit through feature adoption and utilization, proactive health management, and retention programs
  • Define and build strategies to deliver a foundation for support excellence, both proactive and reactive
  • Optimize and drive change for customer-facing support teams to identify, synthesize and prioritize VOC and VOE data
  • Establish business goals to deliver our vision through customer and employee measures moving Customer Success from a cost center mentality to a serve to sell eco-system
  • Collaborate with Product, Engineering and UX teams to embed customer and employee data to remove root cause issues that drive poor experiences and low advocacy
  • Lead and partner in programs and sprints to conceptualize, design and operationalize exceptional employee and customer experiences that deliver our True North Goals
  • Stay on top of industry leading trends and have curiosity in the Customer Experience and Technology industry to drive innovative thought leadership
  • Collaborate with all markets to understand localization challenges and facilitate a true global approach to systemic change that drives up customer measures of success and shareholder value
  • Own and lead the application of customer measurement dashboards that weave into the global CX planning process to ensure data backed decisions are made
  • Partner with the Growth Revenue team to identify expansion revenue opportunities
Desired Qualifications
  • Experience working with a US based, multi-national company would be an asset

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, California

Founded

1983

Simplify Jobs

Simplify's Take

What believers are saying

  • Vestwell partnership scales QuickBooks 401(k) to millions after $385M Series E in February 2026.
  • TurboTax premium upselling drives 17% Q2 FY2026 revenue to $4.7B with $28.6B by 2029.
  • MyWorks Platinum status deepens QuickBooks ecommerce integrations for Shopify and WooCommerce.

What critics are saying

  • IRS Direct File captures 25% of TurboTax low-income filers in 2027 tax season.
  • OpenAI-H&R Block free tax agent diverts 20-30% DIY filers starting June 15, 2026.
  • H&R Block AI tool erodes 15% TurboTax market share within 12-18 months.

What makes Intuit unique

  • Intuit integrates AI agents across TurboTax, QuickBooks, and Credit Karma for 100 million customers.
  • QuickBooks Workforce consolidates 7-25 HR tools, saving small businesses $120K annually.
  • FedNow certification enables instant payments directly in QuickBooks for small businesses.

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Benefits

Hybrid Work Options

Company News

MyWorks Software
Apr 27th, 2026
MyWorks is now an Intuit Platinum partner: here's what that means for Intuit QuickBooks and Enterprise Suite users.

MyWorks is now an Intuit Platinum partner: here's what that means for Intuit QuickBooks and Enterprise Suite users. MyWorks has joined Intuit's App Partner Program as a Platinum Tier partner, the highest level in the program. It's the next step in a relationship with Intuit that spans more than a decade, and a stronger foundation for the ecommerce businesses and accounting professionals MyWorks firm serve together. Why Platinum Tier partnership matters. Platinum status gives MyWorks early access to new Intuit Enterprise Suite capabilities as well as new QuickBooks Online and Desktop features. This status enables a deeper integration within the Intuit ecosystem, which means ecommerce businesses benefit from a more reliable, more capable sync as both platforms continue to evolve. It also means working more closely with Intuit's own teams, keeping the integration aligned with where Intuit's small and mid-market business platform is headed to help ensure shared customers are better served as their businesses grow. Ecommerce complexity, handled. Most ecommerce businesses start with a generic sync to connect their store and QuickBooks. For a while, it works - until order volume climbs, a wholesale channel opens, or complexity appears that the tool was never built to handle. That's the gap MyWorks was built to close and the reason the relationship with Intuit matters. "Online sellers outgrow basic sync tools faster than they expect; and when they do, the gap between their store and QuickBooks becomes a real problem," says Peter Leonard, MyWorks Founder. "Deeper access to QuickBooks' capabilities means we can close that gap for more businesses, no matter how complex their workflows get." A partnership built around QuickBooks users. The MyWorks and Intuit relationship goes beyond technical integration. It's built around a shared understanding of what ecommerce businesses actually need from their accounting: clean data, accurate reconciliation, and a QuickBooks ledger that reflects how the business truly operates. For accountants and bookkeepers managing ecommerce clients, that shared foundation matters. MyWorks is designed to make QuickBooks work harder for ecommerce, not to sit alongside it as a separate system to manage. Orders, inventory, payments, refunds, and fees all flow into QuickBooks the way an accountant would want them to: structured, accurate, and reconcilable without manual intervention. Platinum status deepens that foundation. With earlier access to QuickBooks APIs and closer alignment with Intuit's platform roadmap, MyWorks can stay ahead of the complexity that ecommerce businesses bring and keep QuickBooks functioning as the financial source of truth it's designed to be. "Ecommerce businesses face increasing complexity as they scale, making seamless integration with their financial systems essential," said Joshua Hofmann, vice president, Global Partner Ecosystems, Intuit. "With MyWorks, our shared customers and their accountants gain the visibility and automation they need to manage that complexity, maintain accurate books, and make smarter decisions that drive profitability and growth." Built for real ecommerce complexity. MyWorks connects Shopify and WooCommerce stores to QuickBooks Online, Desktop, and Intuit Enterprise Suite - syncing orders, customers, inventory, payments, refunds, and fees automatically, from inside the merchant's existing platform, with no separate portal to manage. Beyond standard order syncing, MyWorks handles wholesale and B2B orders, partial refunds across multiple payment methods, multistate tax, multicurrency transactions, and precise controls over how different order types and customer groups sync into QuickBooks. Ecommerce complexity, handled. MyWorks is also the only ecommerce accounting integration to hold not only a Platinum level partnership with Intuit, but also Shopify's Built for Shopify certification, awarded to a small number of apps that meet the platform's highest standards for performance, reliability, and merchant experience. QuickBooks users can find MyWorks directly on the QuickBooks App Store. What it looks like in practice. Blake Sawyer, VP of Answer BMX who eliminated more than 40 hours of manual bookkeeping per month, put it simply: "MyWorks just integrated right over to QuickBooks and all we had to do is click print to the warehouse." Katherine Martel, Co-founder of Maze, a Shopify Select Partner agency that cut per-client setup time by 79+ hours and reduced monthly tool costs from approximately $1,000 to $99 or less: "With MyWorks, accounting goes from being a constant babysitting job to something you barely think about, because it just works." Rob, co-owner of Hazmat Resource, a WooCommerce store managing large institutional orders for fire departments and government agencies: "MyWorks was by far the most capable integration tool we've found. It's not only flexible, but with a level of customization no other sync came close to." See ecommerce complexity handled live: May 28th. On May 28th at 2pm ET, Intuit and MyWorks are hosting a live webinar for accountants and bookkeepers designed for those already managing ecommerce clients, and those curious about making it their niche: "Turn Complexity into Revenue with Ecommerce Accounting Automation." Ready to leave manual bookkeeping behind? Join its community of thriving e-commerce business owners. Experience the power of accounting automation and focus on scaling your business.

Shoreline Hometown Credit Union
Apr 23rd, 2026
Now available: connect your accounts to QuickBooks & Quicken.

Now available: connect your accounts to QuickBooks & Quicken. April 23, 2026. Shoreline Credit Union is excited to share another enhancement coming with its new online banking experience, direct integration with QuickBooks(R) and Quicken(R). This update makes it easier to download transactions, keep your financial records up to date, and manage your business or personal finances using the tools you already rely on. As part of the upgrade, members who currently use QuickBooks or Quicken will complete a one-time reconnection process to ensure everything links correctly moving forward. Below, you'll find step-by-step instructions organized by product and version to guide you through the process and help avoid duplicate transactions. QuickBooks online conversion instructions. QuickBooks online express web connect. QuickBooks online web connect. QuickBooks windows conversion instructions. QuickBooks windows direct connect. QuickBooks windows web connect. QuickBooks windows bill pay. Quicken windows direct connect and express web connect. Quicken windows web connect.

Yahoo Finance
Apr 14th, 2026
Intuit stock drops 50% despite 17% revenue growth to $4.7B as AI disruption fears trigger valuation reset

Intuit's stock has plummeted 50% from its mid-2025 peak of $786 to $370, despite reporting 17% revenue growth to $4.7 billion in Q2 FY26. The selloff reflects investor fears over AI-led disruption threatening its small business customer base. The market has slashed Intuit's valuation from 39x to 16x forward earnings. However, core business performance remains strong. Excluding Mailchimp, Global Business Solutions grew 21% and the Online Ecosystem surged 25%. QuickBooks Online revenue jumped 24%. Intuit generated $6.8 billion in free cash flow over the past twelve months, with operating margins expanding from 20.1% to 27.1% since 2022. The company is countering AI threats by integrating autonomous AI agents, with over 3 million customers engaging them in Q2 at an 85% repeat rate.

Yahoo Finance
Apr 9th, 2026
Intuit drops 8.5% as Anthropic AI launch sparks SaaS disruption fears

Intuit shares fell 8.5% in early April 2026 after Anthropic launched its Managed Agents service, raising concerns that autonomous AI tools could disrupt traditional seat-based software models. On the same day, Intuit announced completion of the Federal Reserve's FedNow readiness programme, enabling its platform to support instant payments. The FedNow integration could strengthen QuickBooks' stickiness through enhanced money movement capabilities and transaction-based revenue. However, investors remain concerned about whether general-purpose AI might erode Intuit's bundled platform value over time. Intuit's investment narrative projects $28.6 billion in revenue and $6.8 billion in earnings by 2029, requiring 12.5% annual revenue growth. Some analysts had previously forecast higher figures of $31.8 billion in revenue and $8.1 billion in earnings, though AI disruption risks may pressure these expectations.

Business Wire
Apr 9th, 2026
Intuit completes FedNow certification to enable instant payments for SMBs

Intuit has completed the Federal Reserve's certification programme for the FedNow Service, enabling instant payments for small and mid-market businesses. The certification allows Intuit to partner with financial institutions to send instant payment transactions, helping businesses access funds immediately and manage cash flow more effectively. The FedNow integration will be embedded across Intuit's platform to address cash flow challenges, including instantly payable invoices that could get businesses paid up to four times faster, real-time payroll and on-demand bill pay. The company manages $2 trillion in annual invoices and provides fast access to $105 billion in tax refunds yearly. Intuit serves approximately 100 million customers worldwide through products including TurboTax, Credit Karma, QuickBooks and Mailchimp.

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