Onboarding Consultant
Overview: Consultative onboarding expert who leads moderate-to-high complexity onboarding engagements, guiding customers through advanced workflows and structured adoption plans to accelerate Time-to-Value and sustained product usage.
Qualifications:
• Intuit Academy Level 1 certification (pr in progress)
• 2+ years of product support, sales, account management, or related experience; ability to lead complex engagements end-to-end
• Strong SMB financial workflow knowledge; 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) a plus or equivalent professional experience
Attributes & Skills:
• Consultative, customer-first approach with strong communication and training capabilities
• Organized and execution-focused – able to manage multiple onboarding engagements concurrently
• Comfortable partnering cross-functionally and escalating with clear context and documentation
• Confident navigating ambiguity while staying within scope and driving customer accountability
Additional Requirements:
• Must reside within the United States
• Ability to work across channels (virtual and/or phone-based) and maintain strong documentation hygiene in CRM/case tools
• Must be able to work 30-40 hours per week
• Please note that this is a SelectTime role
Responsibilities:
Lead Consultative Onboarding & Training
• Lead consultative onboarding and training for moderate-to-high complexity customers, including advanced workflows and multi-step scenarios
• Set clear milestones and customer-owned action items to maintain onboarding momentum
Run Structured Discovery & Adoption Planning
• Run structured discovery to assess needs, workflows, and readiness, and proactively identify adoption risks
• Design and execute structured adoption plans across products, workflows, and services as required
Deliver Value, Enablement, and Risk Mitigation
• Facilitate workflow validation by confirming customers can complete key tasks end-to-end and operate independently post-go-live
• Identify and mitigate risks early (readiness gaps, stakeholder misalignment, setup/data issues) and escalate efficiently when complexity exceeds scope
• Ensure accurate case/documentation management in a CRM and drive structured escalation when needed
Build Customer Confidence and Execute Serve-to-Sell Motions
• Identify quick wins early to build customer confidence and increase engagement through onboarding
• Execute compliant serve-to-sell motions with clear customer value justification, partnering cross-functionally as needed
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 $25.50 - $34.00, Southern California $25.50 - $34.00, Colorado $24.00 - $32.50, Hawaii $25.50 - $34.00, Illinois $24.00 - $32.50, Maryland $24.00 - $32.50, Massachusetts $25.50 - $34.00, Minnesota $21.50 - $29.50, New Jersey $25.50 - $34.00, New York $25.50 - $34.00, Ohio $21.50 - $29.50, Vermont $24.00 - $32.50, Washington $25.50 - $34.00, Washington D.C. $24.00 - $32.50. 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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Qualifications:
• Intuit Academy Level 1 certification (pr in progress)
• 2+ years of product support, sales, account management, or related experience; ability to lead complex engagements end-to-end
• Strong SMB financial workflow knowledge; 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) a plus or equivalent professional experience
Attributes & Skills:
• Consultative, customer-first approach with strong communication and training capabilities
• Organized and execution-focused – able to manage multiple onboarding engagements concurrently
• Comfortable partnering cross-functionally and escalating with clear context and documentation
• Confident navigating ambiguity while staying within scope and driving customer accountability
Additional Requirements:
• Must reside within the United States
• Ability to work across channels (virtual and/or phone-based) and maintain strong documentation hygiene in CRM/case tools
• Must be able to work 30-40 hours per week
• Please note that this is a SelectTime role
Responsibilities:
Lead Consultative Onboarding & Training
• Lead consultative onboarding and training for moderate-to-high complexity customers, including advanced workflows and multi-step scenarios
• Set clear milestones and customer-owned action items to maintain onboarding momentum
Run Structured Discovery & Adoption Planning
• Run structured discovery to assess needs, workflows, and readiness, and proactively identify adoption risks
• Design and execute structured adoption plans across products, workflows, and services as required
Deliver Value, Enablement, and Risk Mitigation
• Facilitate workflow validation by confirming customers can complete key tasks end-to-end and operate independently post-go-live
• Identify and mitigate risks early (readiness gaps, stakeholder misalignment, setup/data issues) and escalate efficiently when complexity exceeds scope
• Ensure accurate case/documentation management in a CRM and drive structured escalation when needed
Build Customer Confidence and Execute Serve-to-Sell Motions
• Identify quick wins early to build customer confidence and increase engagement through onboarding
• Execute compliant serve-to-sell motions with clear customer value justification, partnering cross-functionally as needed
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 $25.50 - $34.00, Southern California $25.50 - $34.00, Colorado $24.00 - $32.50, Hawaii $25.50 - $34.00, Illinois $24.00 - $32.50, Maryland $24.00 - $32.50, Massachusetts $25.50 - $34.00, Minnesota $21.50 - $29.50, New Jersey $25.50 - $34.00, New York $25.50 - $34.00, Ohio $21.50 - $29.50, Vermont $24.00 - $32.50, Washington $25.50 - $34.00, Washington D.C. $24.00 - $32.50. 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.
Apply tot his job
Apply To this Job