Account Executive, Tax Migrations

Company Overview

Job Overview

We are seeking a highly motivated, customer-obsessed Account Executive to join our ProSeries to ProConnect (PTO) Migrations Team. This full-time role is focused on proactively and reactively migrating ProSeries (PS) and Lacerte (LC) firms to ProConnect Tax Online (PTO).

This individual will play a critical role in expanding the ProConnect customer base by driving platform adoption, managing inbound interest, and executing high-touch migration experiences. The ideal candidate thrives in a high-activity sales environment, deeply understands Intuit’s tax ecosystem, and is passionate about helping firms modernize their workflows.

Responsibilities

• Own and deliver against a defined revenue target within a ProSeries-focused, multi-service firm territory.

• Execute high-volume outbound prospecting efforts (60–70 calls daily) to drive migration to ProConnect.

• Convert inbound “hand raisers” currently using ProSeries or Lacerte who are exploring a move to ProConnect.

• Manage an inbound queue of PS and LC firms interested in PTO migration conversations.

Migration & Platform Growth

• Proactively migrate multi-service ProSeries firms to ProConnect to support long-term platform growth and IAS readiness.

• If firms are not ready to migrate to PTO, retain them within ProSeries and upsell into Hosting and additional attach opportunities.

• Position and price ProConnect appropriately based on firm size, needs, and service model.

Product & Process Expertise

• Maintain a high level of knowledge across Intuit tax products (ProSeries, Lacerte, ProConnect).

• Understand the operational motion for:

  • Creating new CANs

  • Syncing Realm IDs between ProConnect and QBOA

  • Supporting seamless data migration processes

• Guide customers through migration with clarity, urgency, and strong follow-through.

Customer Experience

• Deliver a high level of customer obsession throughout the entire sales and migration lifecycle.

• Serve as a trusted advisor, ensuring firms feel confident transitioning platforms.

• Reduce friction and proactively resolve issues during migration.

What We’re Looking For

• Proven track record of meeting or exceeding revenue targets in a quota-carrying role.

• Comfortable operating in a high outbound activity environment (60–70 calls per day).

• Strong understanding of Intuit’s tax ecosystem (ProSeries, Lacerte, ProConnect preferred).

• Experience selling SaaS or cloud-based platforms.

• Ability to manage both outbound prospecting and inbound lead flow.

• Strong pricing acumen and consultative selling skills.

• High level of operational rigor and attention to detail.

• Exceptional customer-first mindset.

Success in This Role Looks Like

• Consistently achieving or exceeding migration revenue targets.

• Increasing ProConnect adoption among multi-service ProSeries firms.

• Retaining at-risk firms by effectively positioning hosting and attach solutions.

• Delivering seamless migration experiences with strong NPS impact.

• Contributing to long-term platform growth in support of IAS readiness.

Qualifications

• 2+ years of quota-carrying sales experience, preferably in SaaS or cloud-based solutions

• Demonstrated success meeting or exceeding revenue targets in a high-activity outbound environment

• Comfortable executing 60–70 outbound calls daily while managing inbound opportunities

• Strong consultative selling skills with the ability to uncover needs, position value, and confidently navigate pricing conversations

• Experience working with small to mid-sized businesses or professional services firms preferred

• Ability to manage complex sales cycles that involve change management and process transitions

• Strong operational rigor and attention to detail throughout implementation or transition processes

• Highly customer-focused with the ability to build trust and guide customers through platform or workflow changes

• Excellent communication, objection handling, and relationship-building skills

• Self-starter who thrives in a fast-paced, performance-driven environment

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may 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