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Intuit

Tax, accounting, and personal-finance software

Group Manager - Customer Experience, Assisted Services Growth

Product DesignConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 10 years of experience in service design, experience design, or customer experience, including significant experience leading the design of live, human-delivered services at scale, either in-house or in a consultancy followed by an in-house operating role.
  • Full-range service design craft, including research, service blueprinting, ecosystem mapping, prototyping, and facilitation, with artifacts that stand on their own with senior audiences.
  • Ability to tie design to operational and financial outcomes and make a defensible investment case.
  • Experience designing artificial intelligence into a service, such as virtual assistants, agent assist, intelligent routing, or automated resolution; a clear point of view on when people should step in; and sound judgment using artificial intelligence in one's own practice.
  • Senior, hands-on leadership experience, including leading a team and influencing partners who do not report to the candidate.

Responsibilities

  • Blueprint the assisted journey front stage and backstage for customers and experts, including the policies, routing, tools, staffing, and artificial intelligence behind the customer experience.
  • Size service breakpoints, trace them to root causes, and build the case for where to invest.
  • Design the done-for-you experience, deciding what artificial intelligence agents should handle, when a human expert should lead, and how the two hand off without customers repeating themselves; design how artificial intelligence helps experts work faster and more confidently.
  • Work across service-level rules, matching and routing, appointments and availability, handoffs, expert tools and workflows, and post-filing follow-up.
  • Use walkthroughs, role play, simulations, and live pilots during tax season, defining hypotheses and success measures up front.
  • Lead change with Expert Delivery and operations partners, and measure after launch in partnership with Data Science to confirm improvements held.
  • Coach the team and partners in service design and continuous improvement, and set the standard for decision-ready artifacts.
  • Partner with Growth and Commercialization, Product, Market Research, and Data Analytics so service design and business strategy reinforce each other.
  • Own the service design standard and roadmap for the assigned area of the assisted journey, with authority to make tradeoffs.
  • Own customer and expert outcome measures such as effort, time to complete, connection reliability, and return rate.

Desired Qualifications

  • Experience in a regulated, high-trust industry such as financial services, health, or insurance; complex physical or venue-based services such as parks, airports, retail, or hospitality; or an industrial design background.
  • Experience with seasonal peak operations, retention or loyalty design, or experimentation.
  • An advanced degree in design, human-computer interaction, business, or a related field is a plus.

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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