I

Intuit

Tax, accounting, and personal-finance software

Customer Success Manager - Services

Full-TimePosted on 10/28/2026
No salary listed
Mid
Frisco, TX, USA+1 moreMore locations: Atlanta, GA, USA
In Person
Customer Experience & SupportCustomer Success

About the job

Requirements
  • At least 3 years of experience in a customer success role, including at least 2 years managing a dedicated mid-market book of business.
  • Knowledge of financial services such as payment processing, money movement, or spend management, and/or payroll or workforce management solutions; alternatively, the ability to learn these areas quickly and independently.
  • Strong negotiation skills and comfort navigating financial conversations and cancellations.
  • Ability to build and maintain relationships, manage expectations, and identify issues requiring escalation.
  • Excellent phone, written, and verbal communication skills, including presenting strategy in person, over the phone, and by email.
  • Experience with a business-to-business software-as-a-service and financial software is a plus.
  • Experience with Salesforce, Gainsight, or other customer relationship management and customer success platforms.
  • Experience managing a book of business for mid-market customers.
Responsibilities
  • Manage customer relationships through a dedicated book-of-business model and take responsibility for overall customer success.
  • Build and foster relationships with key decision makers and stakeholders across multiple customer teams.
  • Engage customers in strategy conversations to maximize value from Intuit QuickBooks Services and other financial or workforce management services.
  • Learn Intuit QuickBooks service offerings and help customers fully adopt them.
  • Define customer success and produce detailed plans with roadmaps to achieve it, sharing accountability for customers' success.
  • Monitor customer health and create risk mitigation plans as needed.
  • Resolve customer inquiries by aligning customers with appropriate resources.
  • Develop and share best practices with team members to improve process quality, effectiveness, and efficiency.
  • Partner with teams at Intuit, including onboarding, upsell, and product teams, to solve for customers.
  • Learn Intuit QuickBooks software and help customers fully adopt the platform.
  • Grow the install base by uncovering, scoping, and qualifying opportunities to use additional Intuit QuickBooks products and services, supporting customer retention and growth.
Desired Qualifications
  • Experience with business-to-business software-as-a-service and financial software.

About the company

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

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Simplify's Take

What believers are saying

  • September 17, 2026 Investor Day reaffirmed 9%-10% FY2027 revenue growth guidance.
  • QuickBooks mid-market revenue grew 39%, while customer counts rose 28% in FY2026.
  • SimpleClosure's October 2, 2026 partnership expands QuickBooks Workforce retention and compliance.

What critics are saying

  • A May 20, 2026 layoff cut 17% of staff and signaled defensive restructuring.
  • A securities class action filed in Northern California targets TurboTax pricing and growth claims.
  • Agentic AI threatens TurboTax's core; price erosion can unwind the franchise by 2027.

What makes Intuit unique

  • Intuit's 100 million customers create unmatched proprietary data for AI and monetization.
  • Dixie McCurley joined October 2, 2026, strengthening Intuit's accountant-channel credibility.
  • Intuit Enterprise Suite reached $150 million annualized revenue, proving mid-market traction.

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Benefits

  • Hybrid Work Options

Growth & Insights and Company News

6 month growth

9%

1 year growth

20%

2 year growth

20%
Yahoo Finance
Oct 27th, 2026
Intuit Intelligence unites businesses and accountants on one AI platform, adds industry editions

Intuit expanded its Intuit Intelligence platform across QuickBooks, Intuit Enterprise Suite, and Intuit Accountant Suite. It announced the updates on October 27, 2026, at its Intuit Connect event in Las Vegas. New industry-specific editions of Intuit Enterprise Suite target mid-market construction, manufacturing, and nonprofit businesses. Intuit Accountant Suite gains Agentic Books Close, which automates more of the monthly close while accountants review and approve. Intuit says AI categorises more than 400 million transactions monthly, and accountants see an estimated 30% cut in manual work. More than 250,000 accounting firms have adopted Intuit Accountant Suite. QuickBooks users get AI invoicing tools that Intuit says help businesses get paid four days faster on average. The features are rolling out to US customers, with some still in beta.

TechDay
Oct 23rd, 2026
Intuit launches Credit Karma Tax with free federal filing.

Intuit launches Credit Karma Tax with free federal filing. Fri, 23rd Oct 2026 Intuit has launched Credit Karma Tax, offering free federal filing and a flat USD $15 state filing fee. Eligible users can also access their federal tax refunds up to five days early through a Credit Karma checking account. The product sits within Credit Karma, which Intuit is positioning as a broader financial management service rather than just a credit score platform. It is available through the Credit Karma website and app as a separate tax preparation offering. Credit Karma Tax targets users with a range of tax needs, with the same pricing regardless of return complexity. It includes a self-guided filing process supported by AI tools before, during and after submission. Users can import tax documents from employers and financial institutions or upload them by photograph. The service can also pre-fill returns using financial data already held across areas including income, credit, cash flow and taxes. Pricing model Federal filing is free, while state filing costs USD $15 per return. Intuit is also offering paid add-ons, including an expert support bundle priced at USD $29 at launch and an expert final review option priced at USD $39 at launch. The expert support bundle includes audit defence, identity protection benefits, live product support and the option to pay the state filing fee from a tax refund. The final review option adds a tax expert review. The product also uses automated checks before submission to meet US federal and state tax requirements. Returns are covered by a 100% accuracy guarantee, under which Intuit would cover penalties and interest if a calculation error led to a tax authority penalty. AI features The service includes built-in AI support tools, including expert chat, and Intuit said explanation and error agents will be added. These features are intended to help users understand outcomes on their returns and identify mistakes during preparation. Intuit is also linking the tax product to a wider set of financial tools inside Credit Karma. These include a refund agent to suggest uses for a tax refund, a debt agent that builds repayment plans, and a paycheck agent that allocates income across bills, spending and savings goals. Intuit said tax refunds remain a significant financial event for many US households, citing internal commentary that 70% of Americans rely on refunds to cover basic living expenses. That focus on quicker access to refunds is reflected in one of the main product features. Users who deposit their federal refund into a Credit Karma checking account can receive the money up to five days early. Intuit also outlined a refund advance loan of up to USD $4,000 with no loan fees and 0% APR as part of the Tax Year 2026 version of the service. The loan feature is part of its effort to extend tax filing into a broader set of personal finance products around borrowing, debt reduction and budgeting. Credit Karma became part of Intuit in 2020, giving the group a larger foothold in consumer personal finance beyond tax software and small business accounting. The latest launch further connects that business with Intuit's tax operations as it seeks to use customer data across multiple financial activities. Mark Notarainni, Executive Vice President and General Manager, Consumer Group at Intuit, said the launch expands Credit Karma's role in members' day-to-day finances. "Today Credit Karma is so much more than a place to check your credit score; it's delivering true financial confidence, where daily money management helps build the life our members want whether that's affording a place to call home for their family, or planning a dream trip," said Notarainni. "By adding transparent, free federal filing specifically tailored to our members, no matter how complex their tax situation, we are expanding Credit Karma's role as their daily AI-powered financial assistant, helping them strategically spend, save, and grow their money in one place," he said.

Yahoo Finance
Oct 22nd, 2026
Intuit shares fall 50% but $8.6B free cash flow and 81% gross margin fuel rebound case

Intuit's shares have fallen more than 50% over the past year, but a bullish thesis argues the financial software maker is now cheap. The stock traded at $335.61 on October 21, 2026, with a forward price-to-earnings ratio of 12.66, against 28.90 a year earlier. Intuit, which owns QuickBooks, TurboTax, Credit Karma, and Mailchimp, posted $21.4 billion in revenue over the past twelve months, up 13.9%. Its gross margin is about 81%, and fiscal 2026 free cash flow was about $8.6 billion. The company is cutting about 17% of its workforce, roughly 3,000 jobs, to fund AI development. Risks include slower do-it-yourself tax growth, shareholder lawsuits, and lenders pulling back from Credit Karma. The average analyst price target of $405.60 implies about 26% upside from $321.57. Hedge fund holders rose to 98 from 92 in the second quarter.

PR Newswire
Oct 20th, 2026
Yoodli named 2026 Inc. Power Partner for helping enterprise teams build skills that show up on the job.

Yoodli named 2026 Inc. Power Partner for helping enterprise teams build skills that show up on the job. Oct 20, 2026, 06:00 ET Recognition follows a year in which Yoodli customers including Google and Intuit earned 11 Brandon Hall Group awards for programs built on Yoodli SEATTLE, Oct. 20, 2026 /PRNewswire/ - Yoodli, the AI Platform for Human Skills, has been named a winner of the 2026 Inc. Power Partner Awards, which recognize the B2B companies that entrepreneurs and businesses rely on to grow. Inc. selected this year's honorees for a proven track record of helping companies build and scale, across areas from hiring and compliance to technology, fundraising, and marketing. "Business owners have no shortage of tools at their disposal, and B2B companies need to make clear why their products and services are worth the investment," says Bonny Ghosh, editorial director at Inc. "The companies on this year's Power Partners list have done just that. They don't just have customers, they have superfans and evangelists. Across industries like marketing, financial services, and technology, they've proved their dedication to helping fellow business owners grow and succeed." "The best validation we get isn't an award for Yoodli. It's watching our customers' teams get recognized for the work they do with us," said Varun Puri, co-founder and CEO of Yoodli. "Organizations are under real pressure to get their people ready for an AI-first world, and practice alone doesn't get them there. Our job is to help skills carry over into the moments that matter, and to show leaders the results." "Being a Power Partner means our customers' results are the scoreboard," said Mike Rich, head of partnerships at Yoodli. "We work alongside training firms, consultancies, and enablement leaders who build skills programs for their own clients. Together we create immersive training experiences and demonstrate measurable outcomes." "Every training company says their program works. The hard part is proving it," said Jeff Bittner, senior director of digital and AI at Braintrust and a member of Yoodli's Customer Advisory Board. "In two and a half years with Yoodli, we've mastered it. Every seller starts with a baseline and a personal record to beat, allowing us to coach the cause instead of the symptom. We've seen enterprise clients with hundreds of users adopt at 96%, and others increase their connection level from 22% to 67% in three months. That's what a real partner does. We make our clients better by providing tools that move the needle." Yoodli was recognized for the measurable outcomes its customers have achieved in 2026. Google's GBOedu Commercial Enablement team won seven awards at the 2026 Brandon Hall Group HCM Excellence Awards (three gold, three silver, one bronze) for scaling AI roleplay practice across its sellers with Yoodli. Intuit's Global Sales Enablement team earned four Brandon Hall Group awards for programs powered by Yoodli, including gold in Learning & Development Strategy and in Leadership Development. The company also reached several milestones this year. Yoodli was named to TIME's Best Inventions of 2026 in the Education category and to LinkedIn's 2026 Top Startups list for Seattle. It grew past 100 employees and moved into a new headquarters at Pier 70 on the Seattle waterfront. Organizations including Google, Snowflake, Databricks, and Intuit use Yoodli to coach, train, and measure skills across their workforce. About Yoodli Yoodli is the AI Platform for Human Skills. Through AI coaching, learning journey creation, roleplays, personas, and measurement, Yoodli helps people get measurably better in their careers and helps organizations upskill their workforce for an AI-first world. Proven in high-stakes revenue teams and built for company-wide scale, Yoodli is used by organizations including Google, Snowflake, Databricks, and Intuit. Learn more at yoodli.ai. Media Contact: Sage Quiamno [email protected] +1 (808) 232-1321 SOURCE Yoodli

Yahoo Finance
Oct 16th, 2026
Intuit Intelligence goes international, saving early QuickBooks adopters 13 hours a month

Intuit has made Intuit Intelligence, its AI platform, available internationally across QuickBooks and Intuit Accountant Suite. The features are rolling out in beta to QuickBooks Online and QuickBooks Online Advanced customers, with Accountant Suite availability varying by product and region. For businesses, new tools include conversational automations, autonomous invoicing, and custom cash flow reports. Accountants get cross-client portfolio insights, firm playbooks, and an improved unified inbox. Intuit says early adopters save an average of 13 hours a month, and accountants spend 30% more time on advisory work. The platform draws on data from 10 million customers. The company cites its 2026 AI Impact Report, which found trust, not cost, is the top barrier to AI adoption among businesses.