Intuit
Partner Customer Success Manager (Accounting)
Frisco, Texas +2 · Manager · Full-time · Posted Sep 24, 2026
- Location
- Frisco, Texas
Mountain View, California
Atlanta, Georgia - Experience
- 3+ years in Customer Success, Account Management, or B2B client or partner engagement; 1+ years in an accounting/bookkeeping environment; 2+ years in SaaS, cloud-based enterprise solutions, or financial management platforms. Up to 30% travel.
About the job
Own the end-to-end success of a portfolio of accounting firms by building partner relationships, driving Intuit platform adoption and retention, and coordinating implementations and support.
What you'll do
- Manage firms’ experience from implementation through renewal, coordinating with Sales, Professional Services, Support, and Product teams.
- Drive product education, adoption, retention, and renewal planning through check-ins, business reviews, and proactive outreach.
- Monitor success metrics and partner feedback to identify growth opportunities, resolve issues, and inform product improvements.
What they ask for
- 3+ years of experience in Customer Success, Account Management, or B2B client or partner engagement.
- Working understanding of accounting and bookkeeping fundamentals and accounting firm workflows, with 1+ years experience in an accounting/bookkeeping environment.
- Proven track record of driving product adoption, improving retention, and delivering business value within a large-scale matrixed organization.
- 2+ years experience in SaaS, cloud-based enterprise solutions, or financial management platforms.
Nice to have
- Accounting or bookkeeping courses or certifications.
- Preference for accounting or bookkeeping experience in a mid-market environment.
Tools
Quickbase, Salesforce
AI focus
Familiarity with AI-driven forecasting is requested as part of the accounting background; no other AI work is described.
Model-written summary · the original posting is authoritative