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

Overview: Strategic advisor who leads high-complexity onboarding engagements for high-value and emerging mid-market customers — designing and executing structured adoption plans that drive durable adoption, retention, expansion, and ecosystem penetration.

Qualifications:

Intuit Academy Level 3 certification (or in progress)
3+ years of product support, professional services, or accounting/advisory-adjacent experience
Accounting knowledge (e.g., accounts receivable/payables) and financial workflow expertise is preferred
Proven ability to manage higher-complexity customer conversations across channels (video calls, email, chats) with strong communication and influence skills
Bachelor’s degree (majors in business, economics, finance, and marketing preferred) or equivalent experience

Attributes & Skills:

Strategic, consultative posture with strong communication and judgment in complex onboarding and adoption planning
Excellent cross-functional collaboration and ability to influence outcomes through clear customer insights
Strong documentation habits and operational rigor to support escalations and continuity across teams

Additional Requirements:

Must reside within the United States (GA / TX) and be willing to work in-person

Responsibilities:

Architect & Lead Complex Onboarding Engagements

Design and execute structured onboarding and adoption plans for complex, high-value customers across products, workflows, and services.
Lead high-impact onboarding engagements that drive durable adoption of financial workflows and ecosystem features

Apply Deep Financial & Product Expertise

Apply financial expertise to guide best-practice implementations and workflow design
Translate complex customer requirements into executable onboarding roadmaps and practical setup/adoption guidance

Proactively Manage Adoption Risk

Identify adoption risks early (readiness, workflow complexity, stakeholder alignment) and intervene with clear mitigation plans to ensure successful outcomes.

Partner Cross-Functionally & Influence Outcomes

Partner with cross-functional teams (e.g., Sales, Product, Services/Specialists) to deliver seamless experiences and unblock complex scenarios
Share insights and feedback to help shape onboarding strategy and improve product/onboarding experiences

Execute Growth Motions

Execute lead pass / serve-to-sell motions tied to strategic expansion and ecosystem adoption, with clear customer value justification

Track Onboarding Progress & Outcomes

Monitor engagement health, milestones, and adoption signals; maintain clear status reporting and documentation, escalating risks early and keep customers on track

Coach for Scaled Excellence

Coach onboarding consultants and cross-functional partners on onboarding best practices and complex workflow patterns
Contribute to playbooks and knowledge-sharing to improve team consistency and customer outcomes

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is Georgia $27.00 - $36.50, Bay Area California $28.00 - $38.00, Southern California $28.00 - $38.00, New York $28.00 - $38.00. 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.

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