Intuit Sales is a multi-channel organization focused on delivering growth efficiently. Across all of our channel and businesses, Intuit Sales is responsible for acquiring new users and delivering increased revenue and contribution growth. Intuit Sales is comprised of sales and marketing teams that support direct (telesales) and indirect channels (retail, OEM and VAR) as well as mobile partnerships
The Service Delivery Manager is responsible for the migration of Accountant clients onto QBO. They will be required to troubleshoot complex issues impacting the migration and customer experience. Work to resolve all escalated technical issues and verify customer satisfaction with the resolution. This role will be both internal and external customer facing, and will also help run experiments and projects that provide insights and learnings on customers’ behavior to continuously improve customer experience E2E.
What you’ll bring
Strong problem-solving and analytical orientation with the ability to identify root cause of issues, develop recommendations and influence others
Demonstrated technical aptitude and skills
Strong business and financial acumen
Demonstrated project management skills for planning/driving tasks across organizations while keeping initiatives on track to achieve desired outcomes
Excellent written and verbal communication skills; ability to communicate technical and other findings across organizational levels
Customer-focused, with a passion for delivering the best possible customer experience
Commitment to operational excellence and ongoing personal growth
Results oriented, while respecting people and maintaining integrity without compromise
Ability to manage multiple priorities within a fast paced environment
Degree or equivalent relevant experience a plus
Accounting knowledge or experience is a plus
How you will lead
Managing the seamless onboarding of Partner Accountant new and existing clients onto QBO delivering an experience so profound that customers love using our products and services and actively recommend them to others
Supporting the Sales Team by providing consultative support to the Partner Accountants
Validate Salesforce account order and BDM submission
Liaison between internal sales team and external customer
Create onboarding plan and communicate to relevant stakeholders and execute to timelines
Manage complex migrations and communicate internally & externally of progress against target
Work across multiple internal and external customers and raise any issues immediately
Set up after sales appointments for Sales Team if required
Communicate and introduce the Partner Accountant and/or clients to the Care Team for future support
Report on compliance of internal sales team and adherence to process
Assume ‘post sale’ responsibility for account set up and confirmation of units sold
Identification of sales or growth opportunities and communication to Leadership team
Develop proficiency and knowledge of Intuit’s products and solutions with the ability to clearly communicate appropriate recommendations to address customer needs
Collaborate closely with other team members and a set of cross-functional business unit colleagues to drive result
Be creative in time management to prioritize workload and suggest developments to process to streamline after sales support
Deliver a high level of service to our customers, showing we care about them
Learn and utilizes specific software tools and problem solving strategies to solve for customer issues, develops and prioritizes recommendations for product and process improvements
Apply systems and process thinking to design solutions to identified customer problems / opportunities
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