Onboarding Solutions Expert
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.
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