Onboarding Solutions Expert
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
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 2 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
- Must be able to work 30-40 hours per week
- Please note that this is a SelectTime role
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 Bay Area California $28.00 - $38.00, Southern California $28.00 - $38.00, Colorado $27.00 - $36.50, Hawaii $28.00 - $38.00, Illinois $27.00 - $36.50, Maryland $27.00 - $36.50, Massachusetts $28.00 - $38.00, Minnesota $24.50 - $32.50, New Jersey $28.00 - $38.00, New York $28.00 - $38.00, Ohio $24.50 - $32.50, Vermont $27.00 - $36.50, Washington $28.00 - $38.00, Washington D.C. $27.00 - $36.50. 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.