Professional Services Senior Specialist at Intuit
Date: 20 hours ago
City: Toronto, ON
Contract type: Full time
Overview
We are seeking a Professional Services Senior Specialist to lead complex customer onboarding initiatives. This role is key to ensuring our customers experience a seamless transition from sale to solution delivery. You will bring deep technical expertise, strong project management skills, and a customer-centric approach to drive successful implementations and customer adoption and satisfaction.
As a senior member of the team, you will also mentor professional services specialists, contribute to process improvements, and collaborate cross-functionally to align customer needs with product capabilities.
Why this role matters: As Intuit continues to grow, so does our commitment to delivering a seamless customer experience across every stage of the journey - from pre-sale through implementation and beyond. This role is critical to the Professional Services team's mission of driving consistency, excellence, and scalability in how we implement solutions for our Mid-Market and Enterprise customers. By bringing an end-to-end implementation perspective and the ability to coach through change, this role ensures we evolve our practices from pre-sales engagement to implementation readiness - empowering our team to deliver a great customer experience and business impact.
Responsibilities
Toronto: $92,500 - $120,000
We are seeking a Professional Services Senior Specialist to lead complex customer onboarding initiatives. This role is key to ensuring our customers experience a seamless transition from sale to solution delivery. You will bring deep technical expertise, strong project management skills, and a customer-centric approach to drive successful implementations and customer adoption and satisfaction.
As a senior member of the team, you will also mentor professional services specialists, contribute to process improvements, and collaborate cross-functionally to align customer needs with product capabilities.
Why this role matters: As Intuit continues to grow, so does our commitment to delivering a seamless customer experience across every stage of the journey - from pre-sale through implementation and beyond. This role is critical to the Professional Services team's mission of driving consistency, excellence, and scalability in how we implement solutions for our Mid-Market and Enterprise customers. By bringing an end-to-end implementation perspective and the ability to coach through change, this role ensures we evolve our practices from pre-sales engagement to implementation readiness - empowering our team to deliver a great customer experience and business impact.
Responsibilities
- Lead end-to-end implementation for large or complex customer engagements, ensuring timely and successful delivery.
- Serve as a trusted advisor to customers, guiding them through technical and operational aspects of onboarding.
- Develop and manage project plans, including timelines, resource allocation, and risk mitigation strategies.
- Troubleshoot and resolve technical issues, coordinating with Product and SDM teams as needed.
- Collaborate with Sales, Product, Service Delivery (migration) and Customer Success teams to ensure alignment and continuity throughout the customer lifecycle.
- Continuously evaluate and improve implementation methodologies to enhance efficiency and customer adoption and satisfaction.
- Capture and relay customer feedback to internal teams to inform product development and service enhancements.
- Provide mentorship and support to professional services specialists.
- Develop, update and maintain implementation playbooks for the team.
- Bachelor’s degree in business, Computer Science, or a related field.
- 5–7 years of experience in customer pre- and post sales engineering, solutions consulting, solutions delivery, and implementation.
- Strong technical knowledge in system integration, data migration, and solution configuration.
- Understanding of financial management principles, enabling you to be a credible industry expert, and understanding of in-practice workflows.
- Proven success managing complex, multi-stakeholder implementation projects.
- Familiarity with CRM and project management tools (e.g., Salesforce, JIRA).
- Excellent communication, project management, time management, and organizational skills.
- Experience working directly with mid-market businesses and/or operations.
- Exposure to enterprise-level implementations.
- Experience with QuickBooks Online Accountant (QBOA) and QuickBooks Online (QBO / QBO Advanced), Intuit Enterprise Suite (IES).
- Knowledge of the third-party application ecosystem that connects with and enhances QuickBooks Online.
- An accounting or bookkeeping accreditation/certification (e.g., CPA, BBA)
- Understanding of compliance and regulatory requirements in financial services.
- Strong mentoring and coaching capabilities.
- Bilingual - French/English.
Toronto: $92,500 - $120,000
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