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About the Role
As a Partner Customer Success Manager, you will be the named post-sales owner for a portfolio of high-value accounting firms, acting as both a strategic advisor and a platform adoption expert. You will help each firm grow its practice and maximize value from QuickBooks, including migrating client books, driving adoption of the Intuit ecosystem, defending relationships against competitors, and representing the firm’s interests within Intuit. This role involves managing a large portfolio through a combination of regular personal outreach, signal-triggered 1:1 communication, and digital/1:many leverage, utilizing data to prioritize efforts effectively. This role is ideal for someone commercially minded, adept at managing a large portfolio through smart prioritization, and motivated by helping accounting partners succeed.
Responsibilities
- Own a named book of high-value accountant firms as their primary post-sales contact and single point of accountability.
- Build trusted relationships with firm leadership and key stakeholders; run the scheduled value cadence and review firm health continuously.
- Identify at-risk firms early and drive proactive engagement and recovery plans.
- Help accounting firms grow their business using QuickBooks through regular success planning.
- Deliver a personal welcome and a clean handoff from introduction so new firms reach first value quickly.
- Guide firms through ProAdvisor certification and ProPartner tier progression.
- Drive ongoing product education through webinars and content, stepping in 1:1 when a firm stalls.
- Help firms migrate more client books onto QuickBooks and attach the wider ecosystem (Payroll, Payments, Time, Bill Pay).
- Move clients up tiers and adopt the Intuit Accountant Suite (IAS).
- Aim pre-built expansion campaign kits at the right clients.
- Partner with GTM / Sales on co-sell and warm handovers, pre- and post-sale.
- Monitor firm and portfolio health and respond quickly when a risk signal fires (usage drop, stalled setup, health decline, or a competitor-migration flag).
- Defend a firm by defending its entire client book.
- Run one scheduled annual value review per firm, supported by an automated mid-year value snapshot.
- Act as a point of escalation for high-priority issues, coordinating Support and internal teams to a timely resolution.
- Be the firm’s named escalation route and carry recurring product pain points back into Intuit as roadmap insight.
- Cultivate advocacy (referrals, testimonials, community participation).
- Use the Partner Health Score, portfolio dashboards, and triggered task list to prioritize across a large book and evidence impact.
Requirements
- 3+ years in Customer Success, Partner / Account Management for Intuit Platform (QuickBooks), or B2B client engagement (a strong candidate with 1+ years in a scaled CS role and clear commercial results will be considered).
- Foundational accounting / bookkeeping qualification (e.g. ACCA, ICB, CIPP) and working knowledge of accounting practices including their demands of accounting software.
- Demonstrated ability to manage a large portfolio through prioritization and digital leverage — comfortable owning 150+ accounts rather than a small high-touch book.
- Working understanding of accounting and bookkeeping fundamentals and accounting-firm workflows.
- Commercial track record of driving product adoption, expansion and retention, ideally within a matrixed organisation.
- Data-driven mindset; proficient with customer-success tooling (e.g. Salesforce) and analytics dashboards, and able to act on health scores and signals.
- Excellent communication and relationship-management skills, able to engage accounting firms at all levels and explain technical solutions simply.
- 2+ years in SaaS, cloud-based enterprise software, or financial-management platforms.
- QuickBooks ProAdvisor certification.
- Experience with QuickBooks or comparable accounting platforms.
- Experience in a scaled / pooled or digital-led CS motion.
- Local-market knowledge.
- Working knowledge of ecosystem tools that integrate with accounting software.
Skills
- Customer Success
- Partner Management
- Account Management
- Intuit Platform (QuickBooks)
- B2B client engagement
- Scaled CS
- Commercial results
- Accounting
- Bookkeeping
- Accounting practices
- Accounting software
- Portfolio management
- Prioritization
- Digital leverage
- Accounting firm workflows
- Product adoption
- Product expansion
- Product retention
- Matrixed organisation
- Data-driven mindset
- Customer-success tooling (e.g. Salesforce)
- Analytics dashboards
- Health scores
- Signals
- Communication skills
- Relationship-management skills
- Technical solutions explanation
- SaaS
- Cloud-based enterprise software
- Financial-management platforms
- QuickBooks ProAdvisor certification
- QuickBooks
- Comparable accounting platforms
- Scaled / pooled CS motion
- Digital-led CS motion
- Local-market knowledge
- Ecosystem tools
- Accounting software integration
Location
- London
Work Type
- Hybrid
- 6-month contract
Experience Level
- 3+ years
- 1+ years
Education Level
- Foundational accounting / bookkeeping qualification (e.g. ACCA, ICB, CIPP)
- QuickBooks ProAdvisor certification
Salary/Compensations
- £325 Inside IR35
About the Company
- This is an exciting opportunity to join Deloitte Operations for an engagement with one of our clients.