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Staff Customer Experience Strategist - Money/Fintech

Intuit

Intuit

This job is no longer accepting applications

See open jobs at Intuit.See open jobs similar to "Staff Customer Experience Strategist - Money/Fintech" FinTech Australia.
Customer Service
Multiple locations
Posted on Jan 22, 2025

Staff Customer Experience Strategist - Money/Fintech

Category Customer Success Location San Diego, California; Mountain View, California; Tucson, Arizona Job ID 2025-68249
Apply Now

Company Overview

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.

Job Overview

We are seeking an exceptional Staff Customer Experience Strategist, Bill Pay/Fintech (Money Portfolio) who thrives on solving complex challenges and delivering intuitive, impactful customer experiences. As part of Intuit’s mission to power prosperity, you will have the unique opportunity to design and influence transformative experiences for QuickBooks Money products, including Bill Pay and the B2B Network.

In this high-impact role, you’ll use deep customer insights, data, and innovative design to eliminate friction, drive adoption, and deliver measurable outcomes. Working collaboratively across functions, you’ll advocate for our customers and champion solutions that deliver meaningful business and customer value.

This role reports to the GBSG Senior Customer Experience Manager (Money/Fintech portfolios) San Diego, CA; or Tucson, AZ.

Responsibilities

  • Develop a deep understanding of customer needs, pain points, and behaviors within the QuickBooks Money Portfolio.
  • Design and implement end-to-end onboarding and service experiences that optimize product usage and drive customer success.
  • Leverage segmentation, journey mapping, and AI/ML-driven interventions to deliver scalable, personalized experiences.
  • Synthesize customer insights from qualitative and quantitative data into actionable recommendations for Product, Marketing, and Design teams.
  • Lead cross-functional initiatives to address systemic customer challenges and deliver measurable business outcomes.
  • Collaborate with internal teams to shape the product roadmap, ensuring customer feedback is embedded at every stage.
  • Identify and validate growth opportunities through experimentation, research, and innovative solutions.
  • Analyze customer data to uncover insights, craft compelling narratives, and guide business decisions.
  • Build and maintain dashboards to track key customer experience metrics and surface actionable trends.
  • Use data-driven storytelling to influence decision-making and align stakeholders across the organization.
  • Develop scalable processes, tools, and frameworks to enhance customer experiences while meeting business objectives.
  • Partner with Product, Customer Support, Marketing, and Sales teams to deliver impactful solutions.
  • Facilitate cross-functional workshops to align on priorities and drive continuous improvement initiatives.

Qualifications

  • 6+ years of experience in Customer Experience, Product Management, or Service Strategy, with a focus on SaaS or service-oriented offerings.
  • Proven ability to design and deliver innovative, customer-centric solutions through research, experimentation, and data analysis.
  • Experience collaborating with customer support organizations, including BPOs, to improve operational outcomes.
  • Familiarity with Fintech, accounting, or bookkeeping is a plus.
  • Strong analytical skills, including experience with A/B testing, ROI analysis, and leveraging insights to drive decisions.
  • Expertise in understanding customer needs, creating personas, mapping journeys, and defining “as is” and “to be” processes.
  • Strategic thinker with a proven ability to deconstruct complex problems and deliver actionable solutions.
  • Excellent verbal, written, and interpersonal communication skills, with the ability to explain complex issues to diverse audiences.
  • Skilled in data-driven storytelling to connect insights with actionable recommendations and business outcomes.
  • Exceptional presentation skills to effectively influence stakeholders and drive informed decisions.
  • Self-starter with a proactive, action-oriented mindset and a history of leading complex initiatives in fast-paced environments.
  • Collaborative team player with strong relationship-building skills across all levels of the organization.
  • Ability to multitask, adapt to rapidly changing priorities, and provide closed-loop feedback to stakeholders.
  • Develop scalable processes, champion customer needs, and mentor peers and teammates to drive impactful outcomes.
  • Proficiency with tools such as Microsoft Office, Google Docs/Slides, Tableau, Looker, or similar data visualization platforms.
  • BA/BS required; MBA strongly preferred or equivalent work experience.
Apply Now

This job is no longer accepting applications

See open jobs at Intuit.See open jobs similar to "Staff Customer Experience Strategist - Money/Fintech" FinTech Australia.
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