Senior Manager, Customer Success (Money)

Little Elm, TX, USA|

Job Overview

Compensation

Salary

Range $143,500.00 - $233,000.00

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Retirement Plan

Equity rewards

bonus program

Job Description

Intuit is a leading technology company specializing in financial software and services designed to empower small businesses, consumers, and accounting professionals around the globe. Known for its innovative products such as QuickBooks, TurboTax, and Mint, Intuit continues to transform the financial management landscape by delivering easy-to-use, intelligent solutions that simplify finance and accounting processes. With a strong commitment to customer success and continuous innovation, Intuit fosters a dynamic work environment that encourages creativity, collaboration, and growth. The company values diversity and inclusion, providing employees with opportunities to thrive professionally while contributing to meaningful work that positively impacts millions of customers worldwide.

The QuickBooks Money Customer Success team at Intuit plays a pivotal role in partnering with high-value Mid-Market customers throughout their client journey. This team adopts a consultative approach aimed at guiding customers through early adoption phases, driving engagement, and connecting them with the latest innovations and features that help advance their businesses. The Senior Manager role for the Money Customer Success (CS) team is a unique leadership opportunity as the first person to hold this position, responsible for shaping the future of customer success within this division. This role involves leading Customer Success Managers (CSMs) who cultivate deep customer relationships and ensure long-term client satisfaction and growth.

As a visionary and strategic leader, the Senior Manager will design and execute key initiatives to scale operations efficiently while fostering a culture of excellence, collaboration, and innovation. This includes overseeing strategic planning, mentoring the CSM team, and acting as a critical liaison across various internal functions including Sales, Product, and Support. The job is situated in vibrant tech hubs such as Mountain View, CA, New York, and San Diego, CA, with a competitive base salary range from $143,500 to $233,000 depending on location, complemented by a robust pay-for-performance package including cash bonuses, equity rewards, and comprehensive benefits.

The Senior Manager is instrumental in driving customer adoption, retention, and expansion by developing scalable engagement strategies, optimizing onboarding processes, and improving customer health metrics, specifically targeting mid-market businesses with complex operations. Key responsibilities also include implementing operational frameworks and performance metrics to improve efficiency and the overall customer success experience. The role requires someone who thrives in fast-paced, high-growth environments and is passionate about elevating teams to world-class standards. This is an exciting opportunity for a leader who wants to make a significant impact on customer success strategies, influence product innovation, and lead a motivated, high-performing team dedicated to enhancing the customer journey and business outcomes.

Job Requirements

Bachelor's degree or equivalent experience
7+ years of leadership experience in customer success or related fields
Proven track record of managing mid-market B2B client relationships
Experience working with Payments, Bill Pay, Lending, or Payroll/Workforce Management services
Strong strategic thinking and operational management skills
Excellent communication and interpersonal abilities
Proficiency in data analytics and customer success software tools
Ability to lead and motivate teams in a dynamic, fast-paced environment
Willingness to collaborate across multiple departments and drive change

Job Qualifications

7+ years of experience leading a client success team, with a strong focus on mid-market B2B clients
5+ years experience managing clients with one or more of the following service offerings: Payments, Bill Pay, Lending, Payroll/Workforce Management
Proven ability to build, lead and scale high-performing teams in a high growth environment
Experience in strategic planning, process optimization, and change management
Exceptional communication and stakeholder management skills, with the ability to drive cross-functional collaboration
Ability to leverage analytics and performance metrics to make data-driven decisions
A passion for customer success, innovation, and building long-lasting client relationships in the mid-market space
Strong knowledge of Intuit’s financial products a plus

Job Duties

Lead, mentor, and develop a team of Customer Success Managers, ensuring alignment with company goals and customer success best practices
Drive customer adoption, retention and expansion by developing scalable engagement strategies, optimizing onboarding, and improving customer health scores for mid-market businesses with complex operations
Implement operational frameworks and performance metrics to enhance the efficiency and effectiveness of CSM teams
Act as a strategic partner between Customer Success, Sales, Product, and Support teams to ensure a seamless customer journey
Advocate for customer needs, providing insights to product teams to influence future operational enhancements, particularly in automation, forecasting, and compliance reporting
Oversee high-priority customer escalations, ensuring quick resolution and long-term customer satisfaction
Foster a culture of innovation, collaboration, and continuous improvement, driving engagement and professional growth within the CSM organization
Utilize data-driven insights to refine processes, measure impact, and optimize customer success strategies