Location
PLANO
Posted
June 06, 2026
Commute
Local Area
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Job Description
**Overview**
As a Customer Success Manager, you are an experienced professional who operates with a high degree of independence. Moving beyond standard playbooks, you will interpret unique business needs and apply the Intuit Enterprise Suite (IES) to solve them.
Your mission is to manage the health of a high-volume portfolio of approximately 300 accounts. You will act as a strategic consultant, guiding customers from basic setup to Operational Integrationโensuring their marketing and financial data work together in one unified ecosystem.
**Responsibilities**
+ **Strategic Portfolio Management:** **Autonomously manage a pooled book of business using data-driven outreach to drive product adoption.**
+ **Workflow Consultation:** **Act as a consultant to explain the business benefits of integrations, such as how syncing Mailchimp with IES improves cash flow and reduces manual entry.**
+ **Risk Mitigation:** **Identify and resolve churn-ris...
As a Customer Success Manager, you are an experienced professional who operates with a high degree of independence. Moving beyond standard playbooks, you will interpret unique business needs and apply the Intuit Enterprise Suite (IES) to solve them.
Your mission is to manage the health of a high-volume portfolio of approximately 300 accounts. You will act as a strategic consultant, guiding customers from basic setup to Operational Integrationโensuring their marketing and financial data work together in one unified ecosystem.
**Responsibilities**
+ **Strategic Portfolio Management:** **Autonomously manage a pooled book of business using data-driven outreach to drive product adoption.**
+ **Workflow Consultation:** **Act as a consultant to explain the business benefits of integrations, such as how syncing Mailchimp with IES improves cash flow and reduces manual entry.**
+ **Risk Mitigation:** **Identify and resolve churn-ris...