Overview
This role involves leading the Accountant Product Support team within a Customer Success organization focused on delivering exceptional service to influential customers. The Senior Manager (M2) will drive performance, optimize team operations, and enhance the support experience for accounting professionals using QuickBooks Accountant Premium and National Accounts support. The position requires managing a geographically distributed team of front-line managers, leading change initiatives, and collaborating cross-functionally to improve customer satisfaction and operational efficiency.
Responsibilities
- Lead and inspire Expert Network delivery teams to build strong customer relationships, resolve issues effectively, and retain top talent.
- Manage a fully remote workforce, including hiring during peak demand periods, while meeting training, customer satisfaction, and retention goals.
- Drive innovation through experimentation and partnerships to improve operational processes and scale service offerings.
- Identify customer pain points and collaborate across teams to implement transformative improvements to the Accountant Experience.
- Explore and test new technologies and service methodologies to meet evolving customer and Expert needs.
- Participate in Expert Network leadership, driving strategic initiatives and fostering partnerships.
- Own key performance metrics such as Quality of Service, Net Promoter Scores, Resolution Scores, Productivity, Queue SLA, Customer Serving Time, Utilization, Handle Time, and team engagement metrics.
- Collaborate on service delivery vision and design strategic footprint plans with senior leadership.
- Partner with forecasting, demand, and experience teams to refine business insights and forecasts.
- Align operational and financial targets with strategy and finance partners.
- Engage in monthly and quarterly roadmap discussions to enhance Expert experience and customer satisfaction.
- Work with workforce management, real-time operations, training, and learning teams to develop capacity plans and operationalize service delivery at scale.
- Develop and implement talent and performance review processes to maintain high standards across Experts, leads, and managers.
Qualifications
- Bachelor's degree or equivalent practical experience; MBA or background in Accounting/Finance is a strong plus.
- Minimum of 5 years of leadership experience in service delivery or the accounting industry with a strong data-driven analytics background.
- Deep knowledge of customer experience performance metrics such as Transactional Net Promoter Score (tNPS), Issue Resolution, Average Handle Time (AHT), and Service Quality Score (SQS).
- Strong customer focus with the ability to design and deliver end-to-end customer and Expert experiences.
- Excellent written and verbal communication skills with the ability to influence in a cross-matrixed environment.
- Ability to interpret and communicate complex or ambiguous information effectively to teams.
- Proven experience applying continuous improvement methodologies to enhance performance and efficiency.
- Experience leading change initiatives and managing complex projects with multiple deliverables and deadlines.
Preferred Qualifications
- Experience managing high-performing teams in fast-paced technology environments, especially supporting financial and accounting professionals.
- Strong analytical skills to quickly derive insights from complex data.
- Familiarity with contact center technologies, phone systems, CRM software, call recording systems, and the QuickBooks Suite.
- Willingness to travel up to 10% for collaboration across teams.
Compensation & Benefits
The organization offers a competitive compensation package with pay-for-performance rewards, including potential cash bonuses, equity rewards, and benefits. Pay is based on job-related knowledge, skills, experience, and work location. Regular pay equity reviews are conducted.
Expected base pay ranges by location:
- Bay Area, California: $164,500 - $222,500
- Southern California: $133,500 - $180,500
- Colorado: $129,000 - $174,000
- Hawaii: $135,000 - $183,000
- Illinois: $129,000 - $174,000
- Massachusetts: $135,000 - $183,000
- Maryland: $129,000 - $174,000
- Minnesota: $117,000 - $158,500
- New Jersey: $135,000 - $183,000
- New York: $137,000 - $185,500
- Ohio: $117,000 - $158,500
- Vermont: $129,000 - $174,000
- Washington: $135,000 - $183,000
- Washington DC: $129,000 - $174,000
Location
Multiple U.S. locations including California, Colorado, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New Jersey, New York, Ohio, Vermont, Washington, and Washington DC.