Professional Services Senior Specialist
Intuit
Professional Services Senior Specialist
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 a Professional Services Senior Specialist to lead complex customer onboarding initiatives. This role is key to ensuring our customers experience a seamless transition from sale to solution delivery. You will bring deep technical expertise, strong project management skills, and a customer-centric approach to drive successful implementations and customer adoption and satisfaction.
As a senior member of the team, you will also mentor professional services specialists, contribute to process improvements, and collaborate cross-functionally to align customer needs with product capabilities.
Responsibilities
- Lead end-to-end implementation for large or complex customer engagements, ensuring timely and successful delivery.
- Serve as a trusted advisor to customers, guiding them through technical and operational aspects of onboarding.
- Develop and manage project plans, including timelines, resource allocation, and risk mitigation strategies.
- Troubleshoot and resolve technical issues, coordinating with Product and SDM teams as needed.
- Collaborate with Sales, Product, Service Deliver (migration) and Customer Success teams to ensure alignment and continuity throughout the customer lifecycle.
- Continuously evaluate and improve implementation methodologies to enhance efficiency and customer adoption and satisfaction.
- Capture and relay customer feedback to internal teams to inform product development and service enhancements.
- Provide mentorship and support to professional services specialists.
- Develop, update and maintain implementation playbooks for the team.
Qualifications
- Bachelor’s degree in business, Computer Science, or a related field.
- 5–7 years of experience in customer pre- and post sales engineering and implementation, technical support, or solution delivery.
- Strong technical knowledge in system integration, data migration, and solution configuration.
- Understanding of financial management principles, enabling you to be a credible industry expert, and understanding of in-practice workflows.
- Proven success managing complex, multi-stakeholder implementation projects.
- Familiarity with CRM and project management tools (e.g., Salesforce, JIRA).
- Excellent communication, project management, time management, and organizational skills.
- Experience working directly with mid-market businesses and/or operations.
Desired Qualifications
- Exposure to enterprise-level implementations.
- Experience with QuickBooks Online Accountant (QBOA) and QuickBooks Online (QBO / QBO Advanced), Intuit Enterprise Suite (IES).
- Knowledge of the third-party application ecosystem that connects with and enhances QuickBooks Online.
- An accounting or bookkeeping accreditation/certification (e.g., CPA, BBA)
- Understanding of compliance and regulatory requirements in financial services.
- Strong mentoring and coaching capabilities.
- Bilingual - French/English.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is: