Customer Success Specialist

Role: Customer Success Specialist
Experience: 2–5 years
Contract: 12 Months with possibility of hire (CTH)
Location / Work Model

• Primarily remote.
• On-demand onsite presence may be required depending on business needs.
• Candidates based in Austin/Intuit/Deloitte locations or surrounding areas are advised in case onsite presence is required.

Training & Onboarding

• Intuit will provide product training.

Job Summary
We are looking for a Customer Success Specialist with strong Customer Success Management capability, excellent client management and relationship-building skills, and bookkeeping/finance knowledge.
The ideal candidate should have a balanced profile across Customer Success, customer relationship management, and finance/bookkeeping understanding. The candidate should be highly proactive, demonstrate strong ownership, and be comfortable managing a large customer portfolio.
Each CSM will be mapped to approximately 150 customers/end clients, making strong portfolio management and customer engagement skills important.

Key Responsibilities

• Manage a customer portfolio of approximately 150 customers/end clients.
• Proactively connect with clients/customers rather than waiting for queues or instructions.
• Build and manage strong customer relationships.
• Identify opportunities and help drive account growth.
• Resolve client issues.
• Take ownership of the assigned customer portfolio.
• Handle bookkeeping and finance-related activities.

Required Skills & Experience

• 2–5 years of experience.
• Strong Customer Success Management / customer-facing experience.
• Strong client management and relationship-building skills.
• Experience with bookkeeping.
• Proactive approach and ownership mindset.
• Strong portfolio management and customer engagement skills.
• Excellent communication skills.